Retain relevant versions and explain material changes. Do not conceal an earlier representation or silently present a revised forecast as the original plan.
Build an intelligible record of the change
Identify dates, responsible sources and the facts affecting the investment or job explanation. Distinguish projections from completed events. A clear record allows the actual issue to be assessed without implying that an update guarantees a particular outcome.
Keep the job-creation documentation separate from the personal source-of-funds records, since a strong study does not verify the investor's own capital and a clean funding history does not establish that the project will actually create the required jobs. The record that works usually contains employment letters or contracts establishing the position and the period, pay records or annual statements, personal tax filings for the relevant years, and bank statements showing balances growing in a pattern consistent with the income. The trail is the purchase agreement, the closing statement, the corporation's bank records showing receipt, the resolution or dividend record authorizing payment to the owners, the personal accounts receiving it, and the transfer to the project escrow.