Partner-on-Demand
Engagement Queue
Fiduciary review is baked into specific gate transitions and is automatic. Legal and tax partners are accessible through retainer with defined response posture.
Pending
0
In progress
0
Completed
2
Declined
0
All engagements
SLA-tracked. Each engagement has a triggering event, a defined scope, and a Decision Log entry.
FiduciaryAutomaticCompleted
Series LIFT-Q226-I-XYZ1 formation review
Trigger: Series Formation Review · Partner: Fiduciary Partner (TBD) · Requested by Jeremiah Rosborough
SLA 72h
Requested Feb 7, 2026
Completed Feb 11, 2026
Logged
LegalAutomaticCompleted
BONUS cohort definition legal review
Trigger: Cohort Definition Review · Partner: Khelya Okunor · Requested by Jeremiah Rosborough
SLA 120h
Requested Jan 27, 2026
Completed Jan 31, 2026
Logged