A statement-of-work workspace for advisory services (board advisor, technical advisor, industry advisor) covering advisor obligations, time commitment, equity grants, conflicts, and advisor-agreement language drafted by the AI Contract Agent in Taskade.
What's Included
- Advisor Obligations: Specific advisory tasks, expected hours, and access expectations.
- Time Commitment: Monthly hours, response time, and meeting cadence.
- AI Contract Agent: Drafts advisor-agreement, equity-grant, and conflicts language.
- Equity Grants: Vesting schedule, cliff, and acceleration triggers.
- Conflicts: Competing-company definition and conflict-resolution process.
Why This Template Wins
- Advisor obligations specific: Vague advisor commitments replaced with concrete obligations and time commitment.
- Vesting schedule documented: Cliff, vesting, and acceleration triggers locked at SoW so cap-table disputes are pre-resolved.
- Conflict process clear: Competing-company definition documented so future commitment conflicts are pre-handled.
How to Use
- Clone this template into your Taskade workspace.
- Customize advisor obligations, time commitment, and equity grants.
- Connect DocuSign, your cap-table tool, Slack.
- Train the AI Contract Agent on your advisor standards.
- Set up automation triggers for signature tracking and vesting milestones.
FAQ
Does this work for board advisor vs technical advisor SoWs?
Yes. Board advisor emphasizes governance and meeting cadence; technical advisor emphasizes specific expertise and on-demand access. Switch the advisor mode in workspace settings.
Can the agent draft equity-grant language?
Yes. Train the agent on your equity standards. It drafts vesting, cliff, and acceleration language per your cap-table policy.
What plan supports an advisor pipeline?
Pro ($10/mo annual) handles the engagement. Business ($25/mo) adds audit logs governance compliance typically requires.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Investor Templates. Browse advisor apps in the Community Gallery.