Legal Identity
Include the exact legal name, any DBAs, entity type (LLC, Corporation), jurisdiction of formation, and the registered agent with contact details to ensure proper legal service and identity verification.
A Business Living Report centralizes the facts external parties rely on during transactions, audits, or compliance checks. It reduces repetitive document requests, clarifies authority and ownership, and provides a consistent snapshot of operational and legal status for lenders, partners, and regulators.
Internal legal, finance, and compliance teams plus lenders and acquisition partners commonly prepare or request a Business Living Report for diligence or regulatory review.
Use a standardized report format so internal reviewers and external counterparties receive consistent, verifiable information without repeated follow-up.
Include the exact legal name, any DBAs, entity type (LLC, Corporation), jurisdiction of formation, and the registered agent with contact details to ensure proper legal service and identity verification.
List equity holders or members with percentage ownership, classes of shares, and any voting agreements or buy-sell provisions that materially affect control or transferability rights.
Name individuals authorized to sign contracts, include titles, specimen signature examples, limits of authority, and relevant dates of board approval or delegation.
Summarize major customer, supplier, lease, and loan agreements, noting renewal dates, termination clauses, notice periods, and any assignment or change-of-control restrictions and material outstanding obligations.
Provide recent revenue, net income, cash position, and key balance-sheet items or KPIs for the reporting period, and short-term liquidity forecasts.
List outstanding regulatory filings, tax liens, litigation status, insurance coverages, and required permits or certifications with renewal deadlines and contact points for each item listed.
| Field | Configuration |
|---|---|
| Signing Order and Routing Rules | Specify sequential or parallel signing and role priorities. |
| Authentication Methods and Required Strength Levels | Choose email, SMS, knowledge-based, or two-factor methods. |
| Reminder Scheduling and Expiration Settings | Set auto-reminders and an expiry date for outstanding requests. |
| Storage Location and Retention Policy | Define cloud storage, access controls, and retention periods. |
The Business Living Report can be distributed via email, secure links, or integrated systems depending on platform capabilities.
Quarterly or annual updates depending on risk and transaction volume.
Deliver an updated report before closing or lender underwriting begins.
Ensure report supports any compliance filing dates or audit schedules.
Include report updates ahead of critical renewal or termination notice deadlines.
Material changes in ownership, litigation, or regulatory action warrant immediate revision.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |