Our Fundraising Services
Raise capital with confidence. We guide startups through SAFEs, convertible notes, term sheets, and venture rounds—helping you protect ownership, align with investors, and secure the funding you need to grow.
Fundraising Services we offer
Raise early-stage capital efficiently with clear, compliant documentation.
We prepare customized Simple Agreements for Future Equity (SAFEs) that balance investor interests with your company’s long-term goals. Each agreement is tailored to your fundraising structure and valuation terms, ensuring your raise is compliant, investor-focused, and ready for execution. We also assist with investor communications/negotiations and deployment through cap table software like Carta, as needed.
Scope of Work
- Draft SAFE Agreement customized to Client’s fundraising structure, valuation cap, and discount terms
- Consultation with Client via phone/email to address relevant investor communications, execution logistics, and compliance considerations
- Negotiate with investors
- Coordinate deployment and record-keeping via Carta or other cap table management platforms, as applicable
- Finalize SAFE Agreement for execution and closing
Bridge capital confidently with a straightforward yet sophisticated convertible note.
We prepare customized Convertible Note Agreements designed to document early-stage financing rounds with clarity and compliance. Each note is structured to balance company flexibility and investor protection while maintaining alignment with future equity conversion. We also assist with investor communications/negotiations and deployment through cap table software such as Carta to ensure seamless execution and tracking.
Scope of Work
- Draft Convertible Promissory Note and related closing documentation
- Consultation with Client via phone/email to address financing terms, conversion mechanics, and investor communication strategy
- Negotiate with investors
- Coordinate execution and cap table deployment via Carta or other equity management platforms, as applicable
- Finalize Convertible Note for execution and closing
Close your private offering confidently with clear, compliant investor agreements.
We prepare Subscription Agreements that work in conjunction with your Private Placement Memorandum (PPM) to document investor participation and ensure your raise is fully compliant. Each agreement formalizes investor commitments, representations, and suitability disclosures—providing the necessary legal backbone to accept funds and issue equity or convertible instruments with confidence.
Scope of Work
- Draft Subscription Agreement tailored to Client’s fundraising structure, securities type, and applicable exemptions
- Integrate Subscription Agreement with the corresponding Private Placement Memorandum for a cohesive offering package
- Consultation with Client via phone/email to address investor execution process, fund acceptance, and compliance considerations
- Coordinate execution and cap table deployment via Carta or other equity management platforms, as applicable
- Finalize Subscription Agreement for distribution to investors and closing
Document your loan or financing arrangement with clear, enforceable terms.
We prepare customized Promissory Notes and accompanying Security Agreements to formalize financing arrangements and protect both borrower and lender interests. This service ensures your loan documentation clearly defines repayment terms, interest rates, and collateral obligations while maintaining full compliance with applicable lending and security laws. Whether raising bridge financing or structuring an internal loan between stakeholders, we deliver clarity, compliance, and peace of mind.
Scope of Work
- Draft Term Sheet outlining key loan terms and collateral structure
- Draft Promissory Note and Note Purchase Agreement tailored to Client’s financing goals
- Draft Security Agreement establishing lien or collateral protection
- Consultation with Client via phone/email to address repayment terms, interest, collateral, and closing logistics
- Finalize all documents for execution and circulation for e-signature
Lay the groundwork for successful negotiations with a clear, investor-ready term sheet.
We prepare customized Term Sheets that define the key economic and governance terms of your financing—covering valuation, ownership, investor rights, and critical deal provisions. This service helps you set expectations early, avoid unnecessary friction in later-stage negotiations, and ensure all terms align with your business goals and compliance requirements.
Scope of Work
- Draft Term Sheet reflecting Client’s valuation, capitalization, and investment structure
- Consultation with Client via phone/email to discuss key provisions, negotiation strategy, and investor alignment
- Collaborate with investors or counsel to refine terms and address points of negotiation
- Finalize Term Sheet for circulation and execution
Raise capital confidently with a compliant, investor-ready Private Placement Memorandum.
We prepare comprehensive Private Placement Memorandums (PPMs) that disclose key details about your offering, company, and risk profile—ensuring compliance with applicable securities laws. The PPM works hand-in-hand with a Subscription Agreement to provide investors with full transparency before investing, protecting your company by documenting disclosures and investor acknowledgments in a single, cohesive offering package.
Scope of Work
- Draft Private Placement Memorandum tailored to Client’s fundraising structure, investor type, and applicable securities exemptions
- Coordinate integration with the corresponding Subscription Agreement to ensure consistency across offering materials
- Review and incorporate key company and offering details, including capitalization, risk factors, and use of proceeds
- Consultation with Client via phone/email to address disclosure requirements, investor communications, and compliance considerations
- Coordinate integration with cap table management software (e.g., Carta) for investor tracking and issuance, as applicable
- Finalize Private Placement Memorandum for investor distribution and closing
Secure short-term capital with flexible, investor-aligned financing documentation.
We help companies raise bridge or hybrid rounds using convertible or preferred-equity structures designed to balance investor expectations with your company’s long-term capitalization goals. This service covers everything from drafting and negotiating bridge notes or hybrid instruments to coordinating closing logistics and cap table updates on Carta. The result: a seamless, compliant financing that positions you for your next major round.
Scope of Work
- Draft and negotiate bridge or hybrid financing documents, including Convertible Notes, SAFEs, or Preferred Bridge Agreements as applicable
- Build and refine Pro Forma Cap Table, incorporating bridge and conversion modeling using Carta round-modeling tools
- Prepare governance and compliance documentation, including Board and Stockholder Consents, Management Rights Letters, and Closing Checklists
- Consultation with Client via phone/email to address structure, investor expectations, conversion mechanics, and closing logistics
- Coordinate with investors, counsel, and cap table platforms (e.g., Carta) to manage e-signatures, funds flow, and closing documentation
- Finalize financing documents for execution and ensure post-closing compliance
Position your startup for growth with investor-ready documentation and guidance.
We help early-stage companies navigate the complexities of their first equity financing rounds with clear, comprehensive legal support. This service includes drafting and negotiating key financing documents, leveraging National Venture Capital Association (NVCA) model forms to ensure efficiency, alignment with investor expectations, and long-term scalability. We also prepare detailed cap tables and filings to maintain compliance and readiness for future rounds.
As a Carta Certified Experts, we also assist with Carta round-modeling tools and cap table deployment to ensure your equity records and investor communications remain accurate and integrated throughout the transaction.
Scope of Work
- Draft and negotiate key financing documents, including Term Sheet, Stock Purchase Agreement, and ancillary agreements (Investor Rights, Voting, and ROFR/Co-Sale)
- Build and refine Pro Forma Cap Table, including modeling investment scenarios using Carta round-modeling tools
- Draft governance and compliance documentation, including Restated Certificate of Incorporation, Stockholder and Board Consents, and Management Rights Letter
- Prepare supporting agreements and closing deliverables, such as Indemnification Agreements, Closing Checklist, and SEC filings under applicable exemptions
- Consultation with Client via phone/email to address structure, investor expectations, and closing logistics
- Coordinate with investors, counsel, and platforms (Carta or equivalent) to finalize documents, manage e-signatures, and oversee funds flow and closing
Secure institutional investment with clarity, confidence, and investor-grade documentation.
We guide growth-stage companies through their Series A round, drafting and negotiating all principal financing documents and coordinating among investors, counsel, and platforms like Carta to ensure an efficient close. Using National Venture Capital Association (NVCA) model forms as a foundation, we tailor each agreement to your capitalization structure, investor mix, and governance requirements—helping you achieve a clean, compliant, and future-ready financing.
Scope of Work
- Draft and negotiate all primary and ancillary financing documents, including Term Sheet, Stock Purchase Agreement, and investor rights agreements (Investor Rights, Voting, ROFR/Co-Sale, Indemnification, Management Rights)
- Build and refine detailed Pro Forma Cap Table, including scenario modeling and deployment via Carta’s financing tools
- Prepare governance documentation (Restated Certificate of Incorporation, Board and Stockholder Consents) and closing materials (Closing Checklist, SEC filings, wire instructions, signature coordination)
- Consultation with Client via phone/email to address structure, investor expectations, and closing logistics
- Coordinate closing mechanics, execution, and post-closing compliance steps across all parties and platform
Navigate your next growth round with experienced counsel and investor-grade documentation.
We guide companies through Series B and later-stage financings, where the stakes—and the scrutiny—rise. This service includes drafting and negotiating all principal financing and governance documents, coordinating among multiple investors, lead counsel, and platforms like Carta to manage closing efficiently. Leveraging NVCA model forms and years of deal experience, we help ensure your financing aligns with market standards, investor expectations, and your long-term capitalization strategy.
Scope of Work
- Draft and negotiate primary and ancillary financing documents, including Stock Purchase Agreement, Investor Rights Agreement, Voting Agreement, and related NVCA-standard forms
- Build and refine Pro Forma Cap Table, incorporating multi-round ownership structures and scenario modeling via Carta’s financing tools
- Prepare governance and compliance documentation, including Restated Certificate of Incorporation, Board and Stockholder Consents, and Management Rights Letters
- Coordinate diligence, disclosure schedules, and closing deliverables, including wire instructions, signature packets, and post-closing obligations
- Consultation with Client via phone/email to address structure, investor expectations, and closing logistics
- Manage all closing mechanics, execution, and post-closing compliance across parties and platforms
Our Fundraising Offerings Guide
Related Resources
Management Rights Letter: Granting Institutional Investors Oversight Access
When startups take money from venture capital funds subject to ERISA or similar regulations, those funds need a special document: the Management Rights Letter (MRL). This short but powerful agreement ensures the investor has sufficient rights to “manage” their investment, helping them comply with legal requirements.
Indemnification Agreement: Personal Protection for Startup Directors and Officers
When startup leaders make tough calls - hiring, spending, pivoting - they expose themselves to personal liability. The Indemnification Agreement serves as a legal shield, protecting directors and officers against lawsuits, claims, and costs incurred while serving the company.
ROFR and Co-Sale Agreement: Managing Share Transfers While Preserving Cap Table Control
In venture-backed startups, control of the cap table is critical. The Right of First Refusal and Co-Sale Agreement (ROFR/Co-Sale) helps founders and investors maintain that control by regulating how shares are transferred - particularly when founders, early employees, or other major holders want to sell.
Voting Agreement: Aligning Shareholder Power in Key Company Decisions
While founders often assume they’ll control their company post-funding, the Voting Agreement tells a more nuanced story. This document outlines how shareholders agree to vote their shares on critical company matters, including board elections and future financing approvals.
Drag-Along Rights in Startup Financing: Streamlining Exits While Balancing Stakeholder Interests
When negotiating startup financing, founders often focus on valuation, equity splits, and immediate ownership. But long-term provisions in term sheets can be just as important, especially when it comes to company exits. One of the most impactful is the drag-along right.
Anti-Dilution Rights in Startup Funding: The Price Protection Mechanisms That Safeguard Investor Value
When structuring venture capital deals, founders often focus on valuation, investment size, and ownership splits. But within preferred stock agreements are provisions that can significantly reshape economics if future fundraising happens at lower valuations. Chief among these are anti-dilution protections.
Liquidation Preferences in Startup Funding: Critical Terms That Shape Exit Outcomes
When negotiating startup financing rounds, founders often focus on valuation, investment size, and ownership percentages. However, hidden within term sheets are provisions that can dramatically impact how exit proceeds are distributed. One of the most important of these provisions is the liquidation preference.
SAFEs: Streamlining Early-Stage Startup Investments
In today’s fast-moving startup ecosystem, the Simple Agreement for Future Equity (SAFE) has reshaped how early-stage companies raise capital. Introduced by Y Combinator in 2013, SAFEs were created to simplify fundraising while balancing the needs of both founders and investors.
Down Rounds in Startup Funding: Navigating Valuation Challenges
In the dynamic world of startup financing, not every funding round represents an upward trajectory. While founders and investors alike prefer to see steadily increasing valuations, market realities sometimes necessitate a different path.
Startup Due Diligence: Essential Preparation for Funding and Growth
In the startup journey, few processes are as critical - or as intimidating - as due diligence. Whether you’re raising venture funding, preparing for acquisition, or negotiating a strategic partnership, how well you handle due diligence can directly affect your valuation, deal terms, and long-term growth trajectory.
Raising Money From Non-Accredited Investors: Expanding Your Funding Options
Traditional startup funding often relies on accredited angels and venture capitalists. But thanks to regulatory changes, startups can now raise capital from a much wider group - non-accredited investors. This shift opens up new possibilities for founders to access funding, turn customers into stakeholders, and build brand communities.
Types of Investors in Startups: Choosing the Right Financial Partners
Securing funding is one of the most important steps in building a startup. But capital is only part of the equation - different investor types bring distinct benefits such as mentorship, networks, and operational expertise. Understanding the funding landscape helps founders target the right partners at the right time.
Understanding the Funding Journey: A Guide to Startup Capital Rounds
We want to provide clarity on the progression of funding stages that successful startups typically navigate. While funding round terminology can vary across different entrepreneurial ecosystems, understanding the general framework will help you properly position your company for each capital-raising milestone.
Navigating Startup Funding: The Venture Capital Question
We want to share important considerations regarding funding options for emerging businesses, particularly focusing on venture capital as a potential path. Despite its prominent coverage in business media, venture capital may not be suitable for every entrepreneurial venture.
Most founders find fundraising legally overwhelming.
You're deciphering SAFE notes, priced rounds, and investor rights without clear guidance.
You're concerned about term sheet negotiations, dilution, and maintaining control of your company.
You're worried that legal issues will derail your raise or scare off investors during due diligence.
We get it, which is why we make fundraising investor-ready so you can close with confidence.
Your Fundraising Advantage
Clear, Investor-Ready Docs
Attract & Close Capital
Strategic Growth Alignment
Hear what clients have to say:
They help me manage downside, think through opportunities in detail, organize our employees, and structure everything in a smart and effective way.”
Digital is our default
Raise Capital with Confidence
Partner with our fundraising experts to close rounds with confidence. From SAFEs and convertible notes to Series A and beyond, we’ll draft, review, and structure your deals to ensure compliance, clarity, and investor trust — so you can focus on growing your business.