Counsel should see the option agreement and its governing plan, the current share structure showing other holders, any shareholders' or voting agreement, and the employment or engagement contract. Summaries prepared by a recruiter or hiring manager are not enough to assess control.
Give the reviewer the governing terms
The terms that decide control are usually buried in the plan and any voting agreement, not in the grant letter. Provide complete copies, including amendments, and note any verbal assurances so counsel can flag what is unenforceable. If the employer will only release documents under confidentiality, arrange that before the TN materials are finalised, since the description of the relationship should match what the documents say.
A term sheet and a governing document serve different purposes, and only the second binds anyone. Term sheets and offer summaries record what parties intend to agree; the plan, the option agreement, the articles and any unanimous shareholders’ agreement record what they did agree, and those are the instruments a reviewer can rely on. Request executed versions with their schedules attached, because an unsigned draft leaves exactly the terms that matter unsettled.
One further record repays the effort of asking for it: the share register or ledger as it stands on the day of the review, listing issued shares by holder. That single page settles what a stack of correspondence only implies.