Think Outside records, 1975-2008
Part of collection: Robert Olodort archive (2769)
Dates
- Creation: 1975-2008
Scope and Contents
The Think Outside records series is arranged in six subseries: Administrative files, Investor files, Board of Directors files, Financial documents, Contracts and agreements, and Stowaway files.
The Administrative files subseries includes Think Outside's founding documents, such as the business plan, operating agreement, articles of incorporation and by-laws, and business correspondence. There is information on employee benefits, salary, life insurance, and retirement, as well as the employee handbook. There are job descriptions and applications for positions, office leases and property information, and time cards from 1998 and 1999. Planning materials for marketing, strategy, branding, messaging, and company organization and financial planning (e.g., expenses, sales, income) are included. Website documentation includes the registration of domain names, design, and function of the online store, including credit card services and return authorizations.
The Investor files subseries documents the process of obtaining financing from private sources to fund a company. The files date from 1998 to 2004. There is Think Outside's private placement memorandum (PPM), also known as an offering memorandum. PPMs are used by privately held companies to attract investors. The PPM provides potential investors with a way to understand the investment and discloses salient details about the company. On November 1, 1999, Think Outside converted from a limited liability company to a corporation. The change affected securities of ownership to change from membership units to shares of common stock. The files include stock options, common stock authorizations, and investor lists.
The Board of Directors files subseries consists of meeting presentations, meeting minutes, notes, and correspondence between 1998 and 2004. There is some biographical information about the members of the board and their financial agreements with the company. The meeting presentations are hard copies of PowerPoint presentation slides shared at the meeting.
The Financial documents subseries provides a snapshot of the financial operations of Think Outside. There are banking documents relating to loans, lines of credit, promissory notes, and account reconciliations. There are credit card statements, employee expense accounts, and invoices that document the accounts payable activities of the company. Financial reports include month ends or balance sheets, budgets, and audits that show accounts receivable aspects. There is also insurance and taxes documentation.
The Contracts and agreements subseries consists of various business agreements between Think Outside and other companies. There is also correspondence, notes, and company information about business partners or prospective business associates. These accompanying documents show the research and planning behind forming relationships between businesses. The contracts and agreements included are non-disclosures, development agreements, term sheets, license agreements, purchase agreements, statements of work, and consulting or professional service agreements.
A non-disclosure agreement legally binds the signer(s) from making available nonpublic business information, including but not limited to technology, financial forecasts, operations, assets and liabilities, and business strategies. The agreements also protected the sharing of engineering documents, research and development, manuals, reports, sales and marketing plans, software source code, designs, drawings, product information, pricing information, and customer information. Think Outside non-disclosures typically terminated after three years.
Term sheets are an outline of the conditions that both parties will agree to. A term sheet is not as defined as the finalized agreement, but rather gives insight into the development of the agreement. It often still includes vital information related to project evaluation, product definition, and team responsibilities.
Purchase agreements are between the seller (Think Outside) and the manufacturer. The outline the terms and conditions of the number of units produced; the software license; support services; trademark rights; purchase order procedures; pricing; delivery of goods; invoicing; warranty; insurance; and safety, environmental, and exporting legal compliance. Additional information outlined includes product specifications, packaging, and functional requirements. There are several original equipment manufacturer (OEM) purchase agreements.
Consulting agreements, or professional services agreements, define the consultant's deliverables, compensation, billing process, term, warranty, ownership rights, limitation of liability, and confidentiality.
A statement of work (SOW) provides a narrative description of the project's work requirements. It defines a detailed account of project activities, the scope of work, deliverables, timeline, roles and responsibilities, and payment terms.
License and development agreements grant the licensee the right to use and earn revenue from the licensor/owner of the copyrighted or patented material. The agreement outlines the obligations of both parties related to marketing, patents, fees and payments, proprietary rights, confidentiality, and agreement termination.
The Stowaway files subseries consists of drawings, layouts, prototype photographs, prototypes, and meeting notes. There is information about distributors, beta testing, logo design, user guide, reports, and press coverage.
Extent
From the Collection: 40 Linear Feet
From the Collection: 4,483 digital_files
From the Collection: 25 Gigabytes
Language of Materials
From the Collection: English
Additional Description
Access Restrictions
No restrictions; this collection is open for research.
Repository Details
Repository Details
Part of the Manuscripts and Archives Repository