No. Identify the rights held by the investor in the real agreement.
Separate assistance from the legal arrangement
An adviser can help explain documents without creating rights absent from them. Review the actual governance provisions and supporting evidence.
The years of corporate tax returns and financial statements that explain the company's income, the shareholder or partnership agreement, the valuation and the signed buyout agreement. The governing documents control: the limited partnership or operating agreement, the loan note and any guarantee or security instrument, the subscription agreement, and the risk factors in the offering memorandum. Where gifts, loans, or asset sales are part of the funding chain, provide their actual terms for review rather than simplifying the history to make it read more cleanly. Ask the report to identify each job category, hours, employer, creation period, data source, assumptions, and legal methodology. Keep the personal source-of-funds file — sale contracts, tax returns, loan documents, transfer receipts — physically separate from company records, since it answers a different question.