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