# Delaware LLC Formation Checklist

## Senda Strategy LLC

1. Confirm name availability for `Senda Strategy LLC` in Delaware and relevant operating states.
2. Confirm domain and trademark availability before public launch.
3. Engage a Delaware registered agent and confirm the filing address details.
4. File the Certificate of Formation with the Delaware Secretary of State.
5. Execute the Operating Agreement.
6. Sign the Initial Written Consent of the Members.
7. Adopt the Conflict of Interest Policy.
8. Apply for an EIN with the IRS.
9. Open the Company bank account.
10. Prepare capital contribution records.
11. Determine tax treatment with CPA review.
12. Review whether foreign qualification is needed in Florida or any other operating state.
13. Put client engagement agreement templates and privacy terms in place.
14. Confirm insurance needs, including general liability, professional liability, and cyber coverage if applicable.

Important:

- Delaware LLCs do not use corporate bylaws. The governing document is the `Operating Agreement`.
- If the business will deliver regulated investment, legal, or other licensed services, counsel should confirm scope and compliance requirements before launch.