About

A small team doing one thing well.

[FOUNDER-EDIT] Replace this paragraph with a short founder bio — anchored on the operator's Alberta bar admission and the team's focus on standardized due diligence for cross-border charitable grant-making.

Posture

What we are — and what we aren't.

We are

A diligence service with attested output.

We compile factual due diligence summaries on charitable organizations and have a lawyer and a CPA attest that the work was performed in accordance with our published methodology. The output is a verifiable record. The attestation is a credibility signal about that record.

We are not

A law firm advising you.

We do not render legal opinions, give legal advice, or represent customers. Use of the service does not create an attorney-client relationship. The lawyer's signature is a credibility signal about the work product, not the rendering of legal services to the recipient.

How we differ

Standardized output, attested, repeatable.

[FOUNDER-EDIT] A short, factual comparison versus equivalency-determination services and ad-hoc vendor research: speed, jurisdiction coverage, pricing, and methodology.

The difference is method — a standardized review with attestation — not substance. The distinction matters because foundation auditors want a record they can verify independently, not a narrative they have to interrogate.

Methodology lineage

Published at
cdd.complyhq.ca/legal/methodology
Versioned
Issue date is bound to the methodology version in force on that date
Source register
Available with the white paper on request

Insurance and liability posture

Coverage scoped to record production.

[FOUNDER-EDIT] Carrier name, coverage limit, and confirmation that the policy contemplates the production and attestation of due diligence records (rather than the rendering of legal opinions).