experienced securities attorneys
Legal Services
- Comprehensive advice and services for founders raising capital from investors including, but not limited to:
- FILING compliance paperwork with the applicable federal, state and local agencies and offices;
- DRAFTING internal documents to protect your company and clarify the relationship with investors; and
- PROVIDING business advice and guidances based on past capital raising experiences with founders
- Set up, advise and guide private equity and venture capital funds on compliance including, but not limited to:
- SETTING UP the correct structure for a private equity or venture capital fund;
- ADVISING general partners consistently on how stay compliant as to not require registration as a private equity or venture capital fund
- UPDATING funds about new rules and regulations regarding funds and fund managers and advisers
- General corporate legal services like document drafting and reviewing (non-IP or employment)
comprehensive investment advice
Investment Advisory
If you are looking for someone to join your venture capital or private equity team, we are ready and able.
We advise private funds and organizations, including venture capital funds, on potential portfolio companies investments including, but not limited to:
- CREATING market reports for each potential investment
- SERVING on investment committees as legal counsel
- PREPARING standard protocols and procedures, including questions, for organizations based on common issues I see as a FINRA arbitrator
passionate coaching & guidance
Our Coaching Programs
If you are looking to get ready to raise capital within 30 days, this is for you!
We take you through 5 individual coaching sessions and you walk away with a clear, written guide on the path to raise capital for your company. We focus on 5 key business areas: (1) Foundation, (2) Framework, (3) Financials, (4) Forward-Thinking and (5) Future.
This does NOT include legal services and documents.
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If you have 6-12 months before you want to raise your first dollar from investors, this coaching session is for you!
We take you through 5 individual coaching sessions and you walk away with a clear, written guide on the path to raise capital for your company. We focus on 5 key business areas: (1) Foundation, (2) Framework, (3) Financials, (4) Forward-Thinking and (5) Future.
This DOES include legal services and documents.
Why Choose Us?
We offer specific coaching to get you "Investor Ready" on Day 1 at a pace that fits YOUR schedule.
