Our Offerings within Equity

Offer equity with confidence using our Stock Option Grant Package. This service includes drafting and customizing Stock Option Grant documents to align with your company’s Equity Incentive Plan (EIP), often referred to as an Employee Stock Option Plan (ESOP). We’ll ensure compliance with applicable laws and address critical elements such as vesting schedules, exercise prices, and governance approvals. With our expertise, you can structure option grants that effectively motivate and reward your team while protecting your company’s interests.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Scope of Work

• Draft Stock Option Grant
• Draft Board Consent
• Half (0.5) Hour Consultation
• Finalize Stock Option Grant
• Finalize Board Consent

Simplify and secure your equity awards with our Stock Award/Grant Package. This service includes drafting and tailoring stock award agreements to meet your company’s unique needs while ensuring compliance with applicable laws and your Equity Incentive Plan (EIP) or governance documents. Examples of agreements we prepare include Founder/Executive Stock Purchase Agreements (SPAs), Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Membership Interest Agreements for LLCs. We’ll provide strategic guidance on structuring these awards, addressing key elements such as vesting schedules, transfer restrictions, and tax considerations. With our support, you can confidently incentivize key stakeholders while safeguarding your company’s interests.

‍For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Scope of Work

• Draft Stock Award/Grant
• Draft Board Consent
• Half (0.5) Hour Consultation
• Finalize Stock Award/Grant
• Finalize Board Consent

Motivate and retain top talent with our Equity Incentive Plan (EIP) Package, also commonly referred to as an Employee Stock Option Plan (ESOP). This service includes the creation and implementation of a customized equity incentive plan tailored to your business goals, ensuring compliance with applicable laws and regulations. We’ll draft all necessary documents, including plan agreements, option grant notices, and related governance materials, while providing strategic guidance on structuring equity awards to align with your company’s growth strategy. With our expertise, you’ll have a compliant, competitive plan that attracts and incentivizes the talent you need to succeed.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Scope of Work

• Draft Equity Incentive Plan (EIP) and all corresponding documents
• Draft Board Consent
• Finalize EIP
• Finalize Board Consent
• Build Pro Forma Cap Table
• Consultation re: 409(a) Strategy

Simplify your equity management with our Cap Table Setup and Management Package. As a proud Carta Partner Law Firm and Carta Certified Experts, we provide clients with seamless cap table solutions. Through our partnership with Carta, clients enjoy 20% off Carta subscriptions when onboarding with us. While Carta is our preferred platform, we’re equally equipped to manage cap tables on other platforms to meet your unique needs.

Our service includes a comprehensive audit of your equity documents, including founder and employee stock agreements, investor agreements (such as stock purchases, convertible notes, SAFEs, and warrants), and any existing cap tables. We’ll build a detailed pro forma cap table, provide strategic guidance on 409(a) valuation planning, and finalize the cap table to ensure accuracy, compliance, and investor readiness.

With our expertise, you’ll have a clear, accurate cap table that streamlines equity management and supports future fundraising.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Scope of Work

• Analyze Existing Cap Table
• Analyze Founder Stock Purchase Agreements
• Analyze Employee Stock Purchase Agreements
• Analyze Employee Stock Option Agreements
• Analyze Investor Stock Purchase Agreements
• Analyze Investor Convertible Notes
• Analyze Investor SAFEs
• Analyze Investor Warrants
• Build Pro Forma Cap Table
• Consultation re: 409(a)Strategy
• Finalize Cap Table

Prepare your business for successful fundraising with our Investor-Ready Package. This comprehensive service starts with a full legal diagnostic to identify and prioritize any potential issues that could impact your fundraising efforts. We’ll review the diagnostic with you, provide tailored consultation on your fundraising strategy, and work closely with you to resolve key legal and operational matters. The package also includes preparation for investor due diligence and the creation of a basic pro forma cap table to ensure you’re ready to engage with investors confidently.

For added value, we offer 20% off hourly billing for any additional turns of the document(s) or consultations and/or negotiations with client and/or third parties needed beyond the included scope.

Scope of Work

• Conduct a Thorough Legal Review to Assess the Company's Readiness
• Discuss Findings and Recommendations with the Client
• Provide Strategic Advice on Fundraising Approaches
• Identify and Prioritize Key Legal and Operational Issues
• Collaborate with the Client to Address and Resolve Identified Concerns
• Prepare Documentation and Processes for Investor Due Diligence
• Build Pro Forma Cap Table