Executive Summary
Short business overview, legal entity types, primary contact, formation state and date; useful for lenders and advisors reviewing company structure.
A clear Business Guide reduces operational friction by centralizing legal names, signatory authority, filing responsibilities, and retention rules, which lowers risk and supports consistent interactions with banks, vendors, and regulators.
The Business Guide serves multiple internal and external roles; each uses it for different but overlapping purposes.
Keeping the guide current ensures teams act on the same information and prevents avoidable delays when signatures, filings, or external verifications are required.
As primary contributor, the owner provides corporate name, EIN/TIN, officer names, and banking contacts; they often retain ultimate signatory authority for contracts and filings.
The compliance officer reviews retention schedules, certifies regulatory requirements (HIPAA, tax, industry-specific rules), and ensures the guide reflects required policies and authorized signers.
Short business overview, legal entity types, primary contact, formation state and date; useful for lenders and advisors reviewing company structure.
List of owners, equity structure, board composition, voting thresholds, and designated signatories for different transaction sizes and contract types.
EIN/TIN, banking contacts, accounting provider, fiscal year, and tax filing agent; critical for payments and tax reporting.
Key operational roles and contact details: HR, payroll, facilities, vendor manager, insurance broker, and emergency contacts.
Governing law, insurance coverage, licenses, permits, and required attestations for regulated industries.
Reference list of founding documents, bylaws/operating agreement, EIN letter, major contracts, and where originals are stored.
| Field | Configuration |
|---|---|
| Template Name | Business Guide Master |
| Routing Order | Sequential signer order with conditional reviewers |
| Authentication | Email + SMS code or advanced ID verification for sensitive items |
| Reminder Schedule | Auto-reminders at 3 and 7 days |
| Storage Location | Encrypted cloud folder with access controls |
Choose a platform that supports required authentication, audit logs, and integrations with existing systems.
Ensure the platform can produce an audit trail and export signed copies for long-term storage and compliance reviews.
All fields filled and primary documents attached.
Legal and finance sign off on content and authority.
Authorized signers execute; notarization if required.
Store final signed guide and set review cadence.
Complete within 30 days of formation or leadership change.
Review and update at least every 12 months.
Reconfirm authority after officer changes or quarterly for high-risk entities.
Align tax contacts before annual tax deadlines.
Schedule archival actions per retention policy.
Optica centralized company contact and signature rules to reduce back-and-forth with investors.
A real estate operator used a guide to consolidate lease signers and escrow contacts.
| Criteria | Business Guide | Business Plan |
|---|---|---|
| Primary Purpose | operational reference | strategic roadmap |
| Detail Level | administrative detail | market and financial analysis |
| Audience | internal teams, banks | investors, lenders |
| Update Frequency | annually or on change | periodically or fundraising events |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (tiered) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |