fund + startup strategy

We’re a corporate and securities law firm based out of NYC.

We specialize in fund and equity structuring, tailoring our services to the management dynamics, tax considerations, and industry positioning of our clients. While we advise on legal matters spanning formation to exit, our expertise lies in developing creative solutions for entity formation, term sheet negotiations, and public offerings.

services

We don’t attempt to be the jack-of-all-trades, and instead focus on delving deep into our niche.

  • With a partner network that spans the globe, we’re well-positioned to help investors set up a large variety of fund structures. This includes open- and closed-ended funds, master-feeder funds, SPVs, funds of funds, and domestic and offshore funds. We’re creative thinkers who can meet you strategically wherever you are.

  • This is what we’re best known for! Having judged thousands of pitch decks, we’re keenly attuned to the nuances that drive the relationship between investors and startups. Term sheet negotiations require a view to both the technical (the transaction) and softer (the investor-startup relationship) components of fundraising. The goal of these negotiations is to ensure that investors and startups are aligned on their vision for success, their communication, and their execution strategies.

  • We assist companies with debt offerings, Regulation A, D (504, 506b, and 506c), and S offerings, and IPOs on the NASDAQ and OTC exchanges.

  • We advise startups and funds on corporate governance matters like board resolutions, shareholder communications, and regulatory filings. We assist in the preparation of corporate policies, procedures, and corporate governance guidelines.

  • We help set up the legal framework that paves the way for startups to scale. Structuring shares and drafting incorporation documents correctly from the start prevents co-founder disputes and makes it easier for startups to eventually exit. By ensuring compliance with IP, securities, and other laws, we help startups avoid costly litigation further down the road.

team

As lawyers, we've advised clients ranging from startups to Fortune 100s. As ex-operators, we've sat on boards at both startups and funds. And, as venture competition judges, we've reviewed thousands of pitch decks and business models. We’re fully remote and can meet you where you are.

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