Legal Advice and Services
Startups
Selection of Jurisdiction of Incorporation
Selection of type of Legal Entity
Creation of Special Supervoting Founder Shares
Certificate of Incorporation and Bylaws
Shareholder and Board Resolutions
Capitalization Table
Stock Purchase Agreement
Intellectual Property Assignments
Shareholders Agreement
Founder Shares and Options
Founder Vesting and 83(b) Elections
Due Diligence and Data Room
Review of Legal Documentation
Identification of missing documentation and legal risks (preparation for first financing)
Organize Virtual Data Room for review by investors and their counsel
Fundraisings
Advise on financing instruments (Seed Equity, Venture Debt, Warrants, SAFEs, Convertible Notes, Series Preferred Stock)
Term Sheets and other legal documentation
National Venture Capital Association (NVCA) documentation for Series Preferred Stock financing
Compliance matters (Regulation D filings, Regulation S, Blue Sky filings)
Review of PowerPoints and Business Plans
Contracts and Intellectual Property
Commercial Contracts (LOIs, MOUs, sales, supply, etc.)
Non Disclosure Agreement (NDAs)
Engagement Letter
Commercial Real Estate Leases
EULAs and Licensing Agreements
Partnership Agreement
Website Terms of Use
Regulatory Compliance
Industry-specific Issues (AI, Social, Fintech, Blockchain/Crypto, etc)
Data Security and Privacy (GDPR, CCPA, etc)
Website Privacy Policy
Employment Matters
Contracts with Directors, Officers, Employees and Contractors
Proprietary Information and Invention Assignment Agreements (PIIAAs)
Employees and Contractors outside the United States
HR Policies and Procedures
Stock Option Plans
Equity Incentive Plans
Stock Option Grants
Restricted Stock Grants
Other types of equity compensation plans
Corporate Governance
Board Structure and Committees
Committee Charters
Advisory Boards
Internal Policies (Code of Corporate Conduct, etc)
M&A and Sale Transactions
Mergers and Acquisitions
Sale of Company
Sale of Strategic Interest in Company
Investment Funds
Fund Structuring and Formation
Fundraising and Investor Relations
Ongoing Legal Support
IPO/Sale Readiness and Preparation
Due Diligence and Review of Legal Structure and Documentation
Red Flags Report
Restructurings and Reorganizations
Change of Legal Entity (LLC to Corp etc)
Change of Jurisdictions (CA to DE etc)
Recapitalization
Optimization of Corporate Structure
Negotiations and Settlements
Founder Separations and Disputes
Employee Separation Agreements
Commercial Negotiations and Settlements
Board Services
Directorships and Committees (qualified for Audit Committee)
Board Advisory
Trusts and Asset Protection
Trusts and Estate Planning
Asset Protection Structures