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HUB416 Portal
Comprehensive Visualization Plan
This document provides a comprehensive visualization of the HUB416 portal by Fauri Law, including all subscription plans, user flows, advanced features, and AI capabilities. It expands upon the original visualization to cover all aspects of the platform ecosystem.
Table of Contents
Complete Subscription Ecosystem
Plan Comparison Overview
Subscription Plan Selection
Spark Plan
For new companies
$999
One-time payment
- ✓ Digital Incorporation
- ✓ 10 Legal Templates
- ✓ Basic AI Chatbot
- ✓ Startup Legal Checklist
- ✗ Legal Workflow Kits
- ✗ Smart Data Room
Scale Plan
For existing companies
$499
per month
- ✓ All Spark Features
- ✓ 30+ Legal Templates
- ✓ 4 Legal Workflow Kits
- ✓ Smart Data Room
- ✓ Full AI Chatbot Access
- ✓ Contract Review Service
Bundle Plan
New company + Scale features
$5,499
$999 + $4,500/year
- ✓ Digital Incorporation
- ✓ 30+ Legal Templates
- ✓ All 5 Legal Workflow Kits
- ✓ Smart Data Room
- ✓ Full AI Chatbot Access
- ✓ VC-Ready Checklist
Detailed Feature Comparison Matrix
| Feature | Spark Plan | Scale Plan | Bundle Plan |
|---|---|---|---|
| Digital Incorporation | ✓ | ✗ | ✓ |
| Startup Legal Checklist | ✓ | ✓ | ✓ |
| Secure Client Portal | ✓ | ✓ | ✓ |
| Legal Templates | 10 Templates | 30+ Templates | 30+ Templates |
| AI Legal Chatbot | Basic Access | Full Access | Full Access |
| Legal Workflow Kits | None | Select 4 of 5 | All 5 Kits |
| Smart Data Room | ✗ | ✓ | ✓ |
| VC-Ready Checklist | ✗ | ✓ | ✓ |
| Equity Management Tools | ✗ | ✓ | ✓ |
| Contract Review | Add-On Only | 1 Free/month | 2 Free/month |
Bundle Plan Dashboard
Bundle Plan Dashboard
AI Assistant
Welcome back, Alex! Your incorporation was approved yesterday. I recommend reviewing your Articles of Incorporation and setting up your banking resolution next.
Incorporation Status
VC Readiness Score
Complete these items to improve your score:
- ⬤ Create shareholder agreement
- ⬤ Update cap table
Legal Workflows
Select a workflow to begin:
Action Items
Complete banking resolution
Required for opening business account
Review Articles of Incorporation
Approved on May 15, 2023
Create cap table
Track founder equity allocations
Recent Documents
Articles of Incorporation
Today
Initial Director Resolution
Yesterday
By-laws
Yesterday
User Journeys & Onboarding Flows
Complete Bundle Plan Onboarding Flow
Bundle Plan Selection
Choose Your Incorporation Path + Ongoing Legal Infrastructure
The Bundle Plan combines incorporation services with ongoing legal infrastructure.
Incorporation Services
- ✓ Digital incorporation filing
- ✓ Article preparation and submission
- ✓ Initial corporate organization
- ✓ Share issuance and certificates
Ongoing Legal Services
- ✓ All 5 Legal Workflow Kits
- ✓ Full Smart Data Room Access
- ✓ Enhanced AI Chatbot
- ✓ Full template library (30+ docs)
$5,499
$999 one-time + $4,500/year
Bundle Plan Incorporation Flow
Bundle Plan - Enhanced Incorporation
Choose the share structure that best fits your fundraising needs.
Standard Structure
One class of common shares
Perfect for simple startups
Multi-Class Structure
Common + Preferred shares
Best for investor-ready startups
Custom Structure
Multiple classes with custom rights
For complex capital structures
AI Assistant
As a Bundle Plan user, you have access to advanced share structures. Multi-class structures are typically recommended if you're planning to raise outside investment in the next 12 months. Would you like me to explain the differences between these options?
Automated Setup Complete
You're All Set!
Your Bundle Plan has been activated. Your incorporation documents have been submitted and your Scale features are ready to use.
Next Steps
- Check your email for confirmation
- Explore your Bundle dashboard
- Set up your team members
- Upload existing documents to your Data Room
Advanced Legal Feature Sets
Automated Legal Workflow Kits
SAFE Financing Kit
SAFE Financing Kit
This workflow will generate a Simple Agreement for Future Equity (SAFE) for your early-stage fundraising.
AI Assistant
The SAFE (Simple Agreement for Future Equity) is a common fundraising instrument for early-stage startups. In the next steps, you'll define the valuation cap, discount rate, and investor information. Would you like to learn more about SAFE terms before continuing?
Smart Data Room
Smart Data Room
Data Room Activity
John Smith viewed Cap Table - Current.xlsx
Today, 10:23 AM
You uploaded Shareholder Agreement.docx
Yesterday, 3:45 PM
Sarah Johnson downloaded Articles of Incorporation.pdf
May 16, 2023, 9:12 AM
Shared Access
Investor Data Room
7 documents, 3 viewers
Legal Counsel Access
12 documents, 2 viewers
VC-Ready Checklist
VC-Ready Checklist
Due Diligence Readiness: 65%
Complete these items to be fundraising-ready
Corporate
Financial
Legal
Intellectual Property
Next Steps to Improve Your Score
- Create a Shareholder Agreement using the template library
- Update your cap table with all equity allocations
- Complete IP assignment agreements for all team members
- Upload tax returns to the Data Room
Equity Management Tools
Cap Table Management
Acme Technologies Cap Table
Last updated: May 20, 2023
| Shareholder | Share Class | Shares | Ownership % | Status |
|---|---|---|---|---|
| Jane Smith | Common | 600,000 | 60% | Issued |
| John Doe | Common | 400,000 | 40% | Issued |
| Option Pool | Common | 100,000 | 10% | Reserved |
| Total | 1,100,000 | 100% |
Cap Table Visualization
Dilution Modeling
AI Assistant
I noticed your option pool is set at 10%. For early-stage startups raising funds, investors typically expect a 15-20% option pool. Would you like me to show you how this adjustment would affect your ownership?
Contract Review Service
Contract Review Service
Upload a Contract for Review
Our AI + lawyer review provides redlines, summaries, and legal insights.
Drag and drop your document here
PDF, Word, or rich text format
What You'll Receive
- ✓ Redlined document with suggested changes
- ✓ Summary of key terms and obligations
- ✓ Risk assessment and recommendations
- ✓ Integration with Smart Data Room
AI Assistant
As a Scale Plan user, you have 1 free contract review per month. You've used 0 reviews this month. Would you like me to explain how our contract review process works?
Hub416 Venture B2B Integration
VC/Accelerator Dashboard
Techstars Toronto Dashboard
Winter 2023 Cohort
8 startups onboarded
Cohort Legal Health Summary
Average VC Ready Score
68%
Incorporated
75%
Fundraising Ready
50%
Program Controls
Cohort Onboarding
Cohort Onboarding
Bulk Startup Onboarding
Quickly onboard multiple startups to Hub416 with partner plan benefits.
1. Select Onboarding Method
CSV Upload
Upload a CSV with startup details
Manual Entry
Add startups one at a time
2. Upload Startup CSV
Drag and drop your CSV file here
Make sure to use our template format
CSV must include: Company Name, Primary Contact, Email, Plan Type
3. Configure Cohort Settings
Techstars Toronto eligible for 15% discount
Legal Health Reports
Legal Health Report - Acme Technologies
Legal Health Assessment
Generated on May 21, 2023
Overall Legal Health Score
This startup has completed 16 of 25 recommended legal items.
Key Strengths
- ✓ Properly incorporated with all filings complete
- ✓ All employment agreements in place
- ✓ Standard customer contracts established
- ✓ Website terms and privacy policy completed
Critical Gaps
- ✗ No shareholder agreement in place
- ✗ Incomplete IP assignment documentation
- ⚠ Cap table needs updating with recent transactions
- ⚠ Option pool documentation incomplete
Fundraising Readiness
Documentation
Compliance
Risk Mitigation
Based on our assessment, this startup needs 2-3 weeks of legal work before being investor-ready.
Recommended Actions
- High Priority: Complete and execute shareholder agreement
- High Priority: Finalize IP assignments for all team members and contractors
- Medium Priority: Update cap table with recent equity grants
- Medium Priority: Formalize option pool documentation
- Low Priority: Register additional trademarks
Partner Co-Branding
Partner Co-Branding Configuration
Customize Your Hub416 Portal Experience
Configure how Hub416 appears to your startups.
Partner Branding
Recommended: 300x150px, transparent background
Branded Portal Preview
Welcome to your legal infrastructure platform, provided by Techstars Toronto and powered by Hub416.
Additional Customization
AI Capabilities & Integration
AI Legal Assistant
AI Legal Assistant
What's the difference between a SAFE and a convertible note?
SAFEs vs. Convertible Notes
Both are startup financing instruments, but they have key differences:
| SAFE |
- Simple Agreement for Future Equity - Not debt (no interest, no maturity date) - Converts to equity at qualified financing - Typically no board approval needed |
| Convertible Note |
- Debt instrument that converts to equity - Has interest rate and maturity date - May have repayment requirements - Often requires board approval |
As a Scale Plan user, you have access to both our SAFE Financing Kit and Convertible Note Kit. Would you like me to help you set up one of these for your fundraising?
I'm planning to issue stock options to employees. How do I get started?
To set up stock options for your employees, you'll want to use our "Option Pool & ESOP Setup Kit" from your legal workflow tools. Here's how to get started:
- Go to your dashboard and select "Legal Workflows"
- Choose "Option Pool & ESOP Setup Kit"
- Follow the guided process to create your stock option plan
- Generate option grant documents for specific employees
The workflow will help you determine the appropriate option pool size, vesting schedule, and exercise price. Your completed documents will be stored in your Smart Data Room.
Template Guidance
AI Template Guidance
I need a document for protecting my company's intellectual property with new hires.
Based on your needs, I recommend the following templates from our library:
Employee IP Assignment Agreement
Comprehensive IP protection for employees
Confidentiality and IP Agreement
Combined NDA and IP assignment
Both templates are available in your Hub416 Docs library. The first is specifically for employees, while the second combines confidentiality provisions with IP protection and works well for contractors or advisors.
Would you like me to explain the key differences between these templates?
Yes, please explain the differences.
Key Differences:
| Feature | Employee IP Assignment | Confidentiality & IP Agreement |
|---|---|---|
| Primary Use | Full-time employees | Contractors, advisors, consultants |
| IP Coverage | Comprehensive (past, present, future) | Project-specific IP |
| Confidentiality | Basic provisions | Detailed NDA included |
| Term | Tied to employment | Customizable term |
The Employee IP Assignment is more comprehensive for full-time employees, while the Confidentiality & IP Agreement is more flexible for various types of relationships.
AI-Guided Workflows
SAFE Financing Workflow
SAFE Terms
Define Your SAFE Terms
AI Assistant
I notice you've selected a $5M valuation cap with a 20% discount. Based on current market conditions for similar startups at your stage, this is within typical ranges.
However, I should point out that including both a valuation cap AND discount rate means the investor will receive whichever terms are more favorable at conversion. Many startups are currently offering either a cap OR a discount, not both.
Plan-Based AI Capabilities
AI Capabilities by Plan
| AI Feature | Spark Plan | Scale Plan | Bundle Plan |
|---|---|---|---|
| Basic Term Explanations | ✓ | ✓ | ✓ |
| Platform Navigation Help | ✓ | ✓ | ✓ |
| Template Recommendations | Basic | Advanced | Advanced |
| Legal Workflow Guidance | ✗ | ✓ | ✓ |
| Document Analysis | ✗ | ✓ | ✓ |
| Contextual Legal Advice | ✗ | ✓ | ✓ |
| Market Term Comparisons | ✗ | ✓ | ✓ |
| Compliance Reminders | ✗ | ✓ | ✓ |
Spark Plan AI Experience
What's a cap table?
A cap table (capitalization table) is a document that shows the ownership structure of your company. It lists all shareholders and their ownership percentages, including founders, investors, and option holders.
Focus on basic term definitions and platform navigation.