A Dedicated Legal Team at Your Fingertips

Grant stock options with clarity, compliance, and confidence.

We prepare customized Stock Option Grant Agreements issued under your company’s Equity Incentive Plan (EIP), ensuring each grant is properly structured, authorized, and documented for compliance and future diligence. Whether issuing Incentive Stock Options (ISOs) or Nonqualified Stock Options (NSOs), we help you understand the differences and select the structure that best aligns with your compensation strategy, tax considerations, and employee expectations.

This service delivers clean documentation, proper board approvals, and clear guidance on vesting, exercise mechanics, and equity administration—so you can issue option awards confidently and maintain a complete, compliant paper trail.

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Scope of Work

• Draft Stock Option Grant Agreement tailored to Client’s EIP and specific award terms
• Draft corresponding Board Consent approving the stock option grant
• Conduct consultation with Client via phone/email to address ISO vs. NSO classification, vesting schedules, exercise mechanics, and other compliance considerations
• Finalize Grant Agreement and Board Consent for execution and circulation for e-signature

Establish founder and early team ownership with clear, compliant equity documentation.

We prepare customized Founder and Restricted Stock Purchase Agreements (FSPA / RSPA) that formalize equity ownership and protect your company’s long-term interests. These agreements define vesting, repurchase, and transfer terms to ensure your capitalization table remains clean, compliant, and investor-ready. Ideal for founders, early hires, or advisors receiving restricted stock at formation or during early growth.

Scope of Work

• Draft Founder / Restricted Stock Purchase Agreement tailored to Client’s capitalization and governance documents
• Draft corresponding Board Consent approving the issuance
• Consultation with Client via phone/email to address relevant vesting schedules, repurchase rights, and compliance considerations
• Finalize Founder / Restricted Stock Purchase Agreement and Board Consent for execution and circulation for e-signature

Issue equity awards confidently with clear, compliant documentation and board approval.

We prepare customized Stock Award and Grant Agreements issued under your company’s Equity Incentive Plan (EIP), ensuring each award aligns with your governance documents, capitalization structure, and long-term incentives strategy. This service covers a variety of award types—including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Stock Appreciation Rights (SARs)—and offers thoughtful structuring around vesting, transfer restrictions, and compliance.

Whether you’re incentivizing executives, employees, advisors, or founders, we help you issue equity awards smoothly and confidently, while safeguarding your company’s interests and maintaining a compliant paper trail for future due diligence.

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Scope of Work

• Draft Stock Award / Grant Agreement tailored to Client’s equity structure and award type
• Draft corresponding Board Consent approving the issuance
• Consultation with Client via phone/email to address vesting, transfer restrictions, and compliance considerations
• Finalize Stock Award / Grant Agreement and Board Consent for execution and circulation for e-signature

Design and implement an equity plan that drives alignment, retention, and growth.

We prepare a customized Equity Incentive Plan (EIP) that enables your company to issue options or other equity awards to employees, advisors, and directors. This service ensures your plan is investor-ready, compliant with applicable securities laws, and easy to manage as your company scales.

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Scope of Work

• Draft comprehensive Equity Incentive Plan and related board and stockholder consents
• Draft form of Option Grant Agreement and related award documentation
• Consultation with Client via phone/email to address relevant plan design, vesting schedules, and compliance considerations including 409A
• Finalize Equity Incentive Plan and Agreements for adoption and implementation

Streamline your equity management with accurate, investor-ready capitalization records.

As Carta Certified Experts, we help you streamline equity management with precise, compliant cap table solutions. Clients onboarding through us enjoy 20% off Carta subscriptions, and while Carta is our preferred platform, we’re equally equipped to support cap tables built on other platforms.

This service includes a detailed review of all existing equity documentation—founder and employee stock agreements, investor agreements (including convertible notes, SAFEs, and warrants)—as well as the creation of a comprehensive pro forma cap table. We ensure your records are accurate, compliant, and ready for investors or auditors.

Scope of Work

• Analyze existing cap table and all supporting equity documentation
• Review Founder, Employee, and Investor Stock Purchase and Option Agreements
• Review Convertible Notes, SAFEs, and Warrants
• Build detailed Pro Forma Cap Table reflecting current and post-transaction ownership
• Consultation with Client via phone/email regarding 409A valuation planning and equity strategy
• Finalize Cap Table for compliance and investor readiness

Position your company for fundraising success with clear, compliant, investor-grade documentation.

Whether you’re raising your first round or preparing for institutional investment, this service ensures your company is ready to meet investor expectations. We combine practical business strategy with legal precision to get your house in order—so you can focus on capital, not cleanup.

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Scope of Work

• Conduct legal and structural review of company formation documents, governance materials, and capitalization table
• Identify and prioritize legal or operational gaps impacting investor readiness
• Draft or update key materials, such as Charter, Bylaws, Stock Purchase Agreements, or convertible instruments, as needed
• Consultation with Client via phone/email to address structure, investor relations, and closing logistics
• Build or refine pro forma cap table and prepare deliverables for investor review or due diligence
• Finalize documentation for investor presentation or financing readiness

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.

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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.

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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.

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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.

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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

Protect your interests with precise revisions and strategic negotiation.

When a contract requires more than a read-through—when terms need to be adjusted, strengthened, or renegotiated—our Contract Redline / Negotiation service provides hands-on legal drafting and strategic support. We revise the agreement directly, identify and resolve risk areas, and help you secure terms that align with your business goals and risk tolerance.

This service is ideal when you want both clarity and action: a marked-up, negotiation-ready contract that reflects your preferred terms and positions.

Scope of Work

• Review contract provided by Client to identify risk areas, recommended revisions, and strategic issues
• Draft redlines and revisions to strengthen protections, clarify obligations, and align terms with Client objectives
• Conduct consultation with Client via phone/email to discuss material terms, risk allocation, negotiation strategy, and deal dynamics
• Negotiate with counterparty counsel or representatives, or equip Client with negotiation-ready redlines and positions
• Finalize contract for execution and circulation for e-signature, ensuring a clean closing package

Understand what you're signing—clearly, confidently, and without surprises.

Not every contract needs redlining/negotiation, but every contract needs clarity. Our Contract Review service provides a precise, business-oriented analysis of your agreement so you understand the legal and practical implications before you commit. We help you spot risks, identify obligations, and evaluate whether the terms align with your goals—without engaging in redlines or counterparty negotiations.

This service is ideal when you want informed guidance and strategic perspective, but do not yet need revisions drafted or negotiation support.

Scope of Work

• Review contract provided by Client to identify key terms, risk areas, and operational obligations
• Prepare written or verbal feedback summarizing material issues, recommended adjustments, and strategic considerations
• Conduct consultation with Client via phone/email to walk through risks, business alignment, and potential negotiation points
• Provide high-level guidance on next steps, including whether contract redlining or negotiation is advisable

Communicate sensitive or required information clearly, accurately, and with legal protection.

We prepare customized disclosure language for use in contracts, investor materials, or public-facing communications. This service ensures that key information is disclosed appropriately—protecting your business while meeting compliance and transparency requirements.

Scope of Work

• Draft disclosure language tailored to Client’s purpose (e.g., investor materials, marketing collateral, policy statements, or client communications)
• Consultation with Client via phone/email to analyze disclosure context, risk exposure, and messaging alignment
• Finalize disclosure language for inclusion in documents, agreements, or public materials

Handle unique legal needs with customized agreements designed for flexibility and protection.

We prepare tailored agreements for specialized business needs such as Waiver and Release Agreements, Business Associate Agreements (BAAs), and other agreements not covered by our other services. This service ensures that one-off or industry-specific contracts are properly structured, compliant, and ready for implementation.

Scope of Work

• Draft specialized agreement tailored to Client’s specific purpose (e.g., Waiver, BAA, etc.)
• Consultation with Client via phone/email to address relevant business goals, compliance requirements, and practical use scenarios
• Finalize agreement for execution and immediate implementation

Protect your service relationships with clear, enforceable agreements that define expectations and deliverables.

We prepare tailored service or vendor agreements that outline project scope, deliverables, payment terms, and ownership rights—ensuring your business relationships operate smoothly and without ambiguity. Ideal for client engagements, vendor partnerships, or third-party service providers, this service helps you document work and mitigate risk with confidence.

Scope of Work

• Draft Service or Vendor Agreement tailored to Client’s operations, industry, and engagement type
• Consultation with Client via phone/email to address relevant scope, deliverables, and ownership considerations
• Review and revise to ensure clarity around payment terms, performance obligations, and termination rights
• Finalize Agreement for execution and circulation for e-signature

Streamline recurring engagements with clear, consistent client and vendor documentation.

We draft comprehensive MSAs/SOWs that define the terms of ongoing service relationships and individual project deliverables. Common use cases include SaaS and technology services, professional consulting, and vendor engagements where work is performed over time or under multiple projects. This service ensures clarity, consistency, and enforceability across your business relationships.

Scope of Work

• Draft MSA / SOW templates tailored to Client’s business model and recurring engagement structure
• Consultation with Client via phone/email to address relevant scope, deliverables, service levels, and termination scenarios
• Review and revise drafts to align with Client’s operations and customer relationships
• Finalize agreements for execution and circulation for e-signature

Negotiate and execute complex commercial relationships with clarity and control.

We draft, review, and negotiate customized commercial agreements designed for recurring or high-value business transactions. This service covers agreements such as SaaS subscriptions, distribution, manufacturing, licensing, and partnership arrangements—ensuring your deals are structured efficiently, compliant with applicable laws, and aligned with your company’s strategic objectives.

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Scope of Work

• Draft Commercial Agreement tailored to Client’s transaction type, structure, and industry
• Consultation with Client via phone/email to address relevant deal terms, risk allocation, and closing mechanics
• Review, redline, and revise to ensure clarity and compliance across all material terms
• Finalize Agreement for execution and circulation for e-signature

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Protect your platform and users with tailored, compliant online policies.

We draft customized Terms of Service, Privacy Policy, and related website terms such as Cookies Policy and disclaimers—each built around your unique product design, data practices, and payment flows. This service ensures your online presence is transparent, compliant, and aligned with the way your business actually operates.

Scope of Work

• Consultation with Client via phone/email to analyze platform structure, user experience, flow of data, and flow of money to identify key compliance and risk considerations
• Draft Terms of Service, Privacy Policy, and supporting web terms (Cookies Policy, Disclaimers, etc.)
• Review and revise with Client to ensure alignment with product functionality and business objectives
• Finalize all policies for publication and implementation

Extend employment offers with clarity, compliance, and professionalism.

We create tailored offer letters that clearly outline employment terms—such as compensation, benefits, at-will status, and key role details—while ensuring adherence to relevant federal and state regulations. This service enables you to formalize offers confidently and minimizes misunderstandings during the hiring process.

Scope of Work

• Draft Offer Letter tailored to the position, compensation structure, and jurisdiction
• Consultation with Client via phone/email to address relevant employment terms, compliance obligations, and onboarding considerations
• Finalize Offer Letter for execution and circulation for e-signature

Handle employee separations confidently and compliantly with clear documentation and process.

We prepare tailored termination materials that ensure compliance with applicable state and federal laws while maintaining professionalism and minimizing risk. This service helps you conclude employment relationships smoothly and consistently, protecting your business and supporting a respectful offboarding experience.

Scope of Work

• Draft Termination Letter and any required state-specific notices
• Consultation with Client via phone/email to address relevant compliance, timing, and communication considerations
• Finalize Termination Letter for implementation and circulate for e-signature

Conclude employment relationships cleanly and compliantly while protecting your business interests.

We prepare customized severance agreements that balance compliance, clarity, and professionalism—helping you manage employee transitions confidently. Each agreement addresses release of claims, confidentiality, and other key terms, ensuring your company remains protected while maintaining a fair and respectful offboarding process.

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Scope of Work

• Draft a Severance Agreement tailored to the Client’s specific employment separation
• Consult with the Client via phone or email to discuss relevant severance terms, release provisions, and compliance considerations
• Finalize the Severance Agreement for signing and circulate for e-signature

Engage independent professionals with clarity, compliance, and confidence.

We draft customized agreements for independent contractors, consultants, and advisors that define deliverables, compensation, and intellectual property ownership. This service ensures your business relationships are clearly structured, compliant, and aligned with your operational goals.

Scope of Work‍

• Draft Independent Contractor / Consultant / Advisor Agreement tailored to Client’s engagement, deliverables, and compensation structure
• Consultation with Client via phone/email to address relevant classification, IP ownership, confidentiality, and compliance considerations
• Finalize Agreement for execution and circulation for e-signature

Hire confidently with clear, compliant employment terms that protect your business.

We prepare tailored employment agreements that define responsibilities, compensation, confidentiality, and termination terms—ensuring clarity for both employer and employee. This service helps you establish strong working relationships and reduce the risk of future disputes.

Scope of Work

• Draft Employment Agreement tailored to the specific role, compensation structure, and jurisdiction
• Consultation with Client via phone/email to address relevant terms, including employment classification, confidentiality, and compliance requirements
• Finalize Employment Agreement for execution and circulation for e-signature

Establish clear policies and culture with a compliant, customized Employee Handbook.

We create a tailored Employee Handbook that reflects your company’s policies, values, and operational needs while maintaining compliance with federal and state employment laws. This service helps you set expectations, communicate standards, and protect your business through consistent and well-documented practices.

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Scope of Work

• Draft Employee Handbook customized to Client’s size, structure, and jurisdiction
• Incorporate relevant policies on employment classification, benefits, conduct, leave, and discipline
• Consultation with Client via phone/email to address relevant HR, compliance, and internal communication considerations
• Finalize Handbook for distribution to employees and ongoing implementation

Build and maintain a compliant employment foundation that protects both your business and your onsite and remote/dispersed team.

We conduct a comprehensive compliance review of your employment framework—from policies and documentation to agreements and classification—to identify risks and ensure alignment with current federal and state employment laws. This service helps you maintain a consistent, compliant foundation that supports your people and operations.

Scope of Work

• Review and audit employment policies, procedures, and documentation for compliance
• Evaluate offer letters, employment agreements, and independent contractor classifications
• Review severance agreements, termination processes, and related documentation
• Draft or revise employment documents and policies to align with compliance standards
• Consultation with Client via phone/email to address relevant employment and compliance matters
• Finalize updated materials for implementation and employee distribution