Venture capital support

We can review, draft and negotiate the full spectrum of documents needed to effectively execute a venture capital funding round, while also helping to project manage the various work streams required to get deals over the line

Drafting investment documentation

Investment process management

Cap table management

Consulting on investor decks

SEC compliance support

Legal support

Financial modeling and analysis

Drafting investment documentation

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Drafting and negotiating funding round documents for VC firms, angel investors, investee companies and Alternative Investment Funds. This includes term sheets, subscription letters, investment agreements, shareholders’ agreements, SAFEs, convertible notes, co-sale and investor rights agreements, preferred equity agreements, ROFRs, management rights letters, and private placement memoranda.

Investment process management

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Project managing the investment process, including: auditing, compiling and distributing fundraising documentation; verifying investor documents and carrying out the necessary anti-money laundering and KYC checks; managing the signing/closing process; and maintaining investor records.

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Cap table management, including compiling, updating and maintaining cap tables before, during and after funding rounds.

SEC compliance support

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Supporting compliance with any applicable laws, rules and regulations, for example by helping businesses to create SEC-mandated compliance manuals, drafting codes of ethics, assisting in development of cybersecurity policies, preparing compliance attestations, helping to properly administer VC funds, assisting with quarterly and annual financial filings, carrying out securities filings, drafting and submitting ADV declarations, and advising on specific compliance obligations under financial disclosure laws

Consulting on investor decks

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Creating and consulting on pitch decks and other elements of investor proposals, including sourcing input from financial experts on the substantive content, as well as input on the structure and design of any materials produced.

    Financial modeling and analyses

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    We can provide business valuation and financial modeling services, including detailed financial analyses of acquisition targets (including analyses of profit and loss accounts, balance sheets, cash flow forecasts, financial models and more), targeted industry research and many of the other time-consuming tasks that typically form part of the venture capital process.