Legal package

Fundraising Ready Pack

Fundraising & growth readiness for early rounds.

The Fundraising Ready Pack prepares founders for an upcoming round with the core documents and analysis needed to communicate terms clearly and understand dilution impact.

What's Included

SAFE or Convertible Note

Preparation or review of a SAFE or convertible note.

Post-Round Cap Table

Updated cap table reflecting the round structure.

Investor Rights Summary

Summary of key rights and obligations for the round.

Founder Dilution Analysis

Analysis of ownership impact and dilution scenarios.

What This Package Delivers

Clear understanding of investment risk
Reduced diligence surprises
Better-informed negotiation decisions
Stronger deal positioning
Protection of capital and upside

Who This Package Is For

  • Founders preparing to raise capital
  • Angel investors and early-stage funds
  • Startups using SAFEs or similar instruments
  • Investors seeking legal clarity before investing

Timeline

  • Due diligence review begins immediately after onboarding
  • Legal memo typically delivered within 5–10 business days
  • Strategy call scheduled promptly
  • SAFE drafting or review handled on an agreed timeline

Scope Notice

  • This package covers early-stage investments and SAFE-based transactions only.
  • It does not include preferred stock financings (Seed, Series A+), full VC round documentation, litigation or enforcement, or tax, valuation, or accounting advice.

Frequently Asked Questions

How does the package differ for founders vs. investors?

For founders, the focus is on fundraising readiness, identifying red flags, and cleaning up issues before investor review. For investors, the focus is on identifying legal, governance, and structural risks that may affect the investment or exit.

Is this package suitable for seed or Series A rounds?

No. The Investor Pack is designed for early-stage, SAFE-based investments. Preferred stock financings (Seed, Series A and beyond) require separate legal engagements.

Does this package create an attorney-client relationship with both sides?

No. The attorney represents only the party that engaged the firm (either the founder or the investor). There is no dual representation in the same transaction.