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Entity Architecture & Corporate Structure:
- Design and maintain a coherent legal structure spanning the consulting company, fund, operating company, portfolio companies, nonprofits, and political entities.
- Optimize for tax efficiency, liability containment, clean ownership, and operational clarity.
- Own entity selection, inter-company arrangements, related-party transactions, equity and incentive design, and multi-state exposure.
Fund Formation & Investment Work:
- Structure and stand up the fund and its related vehicles, including the general partner, management company, and fund entities.
- Draft and negotiate partnership agreements, subscription documents, and side letters.
- Manage securities compliance and support investor onboarding.
Transactions & Acquisitions:
- Lead the legal execution of acquisitions and roll-ups across a portfolio built to scale into the hundreds.
- Run purchase agreements, diligence, financing, and integration from start to close.
- Advise senior leadership directly on strategy and risk, structuring around business problems rather than compliance checklists.
Governance & Compliance:
- Maintain corporate formalities, ownership records, and board materials across every entity.
- Keep each entity compliant with applicable rules, including tax-exempt requirements for nonprofits and campaign finance and lobbying rules for political entities.
- Coordinate with tax advisors where helpful, making structuring calls yourself where you can.
Human Agency
Human Agency is an expanding architecture of companies, including an AI consultancy, an investment fund, an operating company, and a portfolio of companies, plus nonprofits and political entities. They are a flat, fast-growing team of doers who hire up and value collaboration, feedback, and real-world impact.