The issuer review checklist.

Five review items from the GC information sheet to work through with your company’s legal team.

29 September 2026

0 of 5 items considered

Use this to organize a conversation, not to certify readiness or compliance. Selections stay in this page and clear when you reload.

01 · GC review checklistConfirm the exact share class and shares eligible for secondary transfer.Confirm company consent and any third party transfer rights / waivers.Confirm the Section 4(a)(7) information package is current and complete.Confirm treatment of voting, distributions, corporate actions, settlement failures and exit.Coordinate with the company’s valuation adviser regarding any 409A implications. Street can provide a recommended valuation advisor if needed.