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Fundraising

Every financing round reshapes a startup. The terms negotiated dictate who is in control, who profits, and what the next raise may look like. We help founders close the right deal on the right terms using the right financing vehicle.

Fundraising Services

We support startup financings including:

  • SAFEs

  • Convertible Notes

  • Priced Rounds (Series A, B, C and beyond)

  • Securities Compliance

Each fundraising stage is unique. For early-stage rounds, where SAFEs or convertible notes are often used, our goal is to help startups close capital quickly and efficiently, with negotiation focused on material issues like valuation caps and discounts rates. When startups are ready to raise a priced round, the universe of material issues expands and so does our role.

Key Financing Issues

The issues we focus on in fundraising rounds include the following::

  • Valuation, caps, discounts

  • Option pool size

  • Conversion mechanics and dilution

  • Investor rights and control provisions

  • Board composition and approval thresholds

  • Liquidation preferences and economics

  • Antidilution and pro rata rights

  • Ongoing securities compliance

Investors negotiate these terms for a living, while many startup founders are learning on the job. We empower founders to go toe-to-toe with investors on the terms that matter. Just as important, we help founders understand what terms are not worth fighting over.

Our Approach

We tailor our involvement to the stage and complexity of the financing. A pre-seed SAFE doesn’t require the same process as a Series C round.

No matter the stage or complexity, we provide plain language guidance to startup founders and direct access to our partners throughout the deal.

Start Here

If you are preparing for a financing–whether a SAFE, a convertible note, or a priced round–let’s talk.

Book a Consultation