Securities Attorney Engagement Package — Index
NOT LEGAL ADVICE. Research and preparation material only. Prepared: 2026-05-13 UTC. v1 launch target: 2026-05-23 UTC.
Package map
| File | Purpose | Send timing |
|---|---|---|
README.md |
Package overview, privilege notice, mailing instructions | Internal |
INDEX.md |
This file | Internal |
ATTORNEY-SHORTLIST.md |
Research table: 10 candidate attorneys/firms with contacts, costs, notes | Internal |
DECISION-MATRIX.md |
Scoring matrix + Top 3 recommendations | Internal |
01-cover-letter-template.md |
Email template (personalize per attorney) | Initial outreach |
02-scope-of-work.md |
5 engagement items + timeline + fee structure request | Initial outreach attachment |
03-raxx-one-pager.md |
Company/product context for intake | Initial outreach attachment |
04-product-principles.md |
Locked product decisions for attorney verification | After engagement confirmed |
05-pre-meeting-questions.md |
19-question checklist; attorney responds inline | Pre-meeting |
06-mbt-copy-sample.md |
Copy strings from public surfaces + flagged founders promo | Pre-meeting |
How to use this package
Step 1 — Initial outreach (today, 2026-05-13 UTC)
- Open
01-cover-letter-template.md. - Personalize for each of the Top 3 attorneys (names and firm-specific notes are pre-written per attorney — see bottom of the template file).
- Attach or paste inline:
02-scope-of-work.mdand03-raxx-one-pager.md. - Send simultaneously to all three. Subject line is in the template.
Step 2 — Follow up (2026-05-14 UTC, if no reply)
Call directly: - Stark & Stark / Antonakakis: 609.945.7681 - Lex Nova Law: call main line, ask for the IA Act practice attorney - Parker MacIntyre / Parker: (404) 490-4060
Step 3 — Upon engagement confirmation
Send to confirmed attorney:
- 04-product-principles.md
- 05-pre-meeting-questions.md
- 06-mbt-copy-sample.md
Confirm: the attorney should also be given access to:
- docs/legal/research/ai-strategy-execution-risks-2026-04-29.md (Scenario analysis)
- MBT in-product copy (Kristerpher to compile from app screenshots)
- Founders Promo full HTML (docs/design/founders-promo/activation-page/mockup.html)
Critical dates
| Date | Action |
|---|---|
| 2026-05-13 UTC | Outreach sent |
| 2026-05-16 UTC | Attorney confirms availability + no conflicts |
| 2026-05-18 UTC | Engagement letter / fee accepted |
| 2026-05-20 UTC | Written summary on Items 1 + 3 (launch blockers) received |
| 2026-05-23 UTC | v1 launch — MBT copy and Scenario A posture must be cleared |
Top 3 contacts (quick reference)
-
Joseph C. Antonakakis — Stark & Stark PC
jantonakakis@stark-stark.com| 609.945.7681 -
Lex Nova Law — Philadelphia PA Intake:
https://www.lexnovalaw.com/| Ask for IA Act / fintech attorney -
J. Steven Parker — Parker MacIntyre
jsparker@parkmac.com| (404) 490-4060
Boundary reminders
- Privacy law (GDPR, CCPA, GLBA) is out of scope for this engagement. That is a separate attorney track.
- Trademark/IP is covered by Schwartz IP / Crosby. Do not ask this attorney to handle trademark questions.
- Broker-dealer registration is not being pursued. If the attorney concludes registration is required under the IA Act, that is a scope change requiring operator decision.
- Entity formation (MooseQuest LLC) is in progress at PA DOS. The attorney can note it for context but is not being asked to handle it.