Startup
Funding

Startup funding is a pivotal step for founders poised for growth. My practice offers customized legal guidance throughout your funding journey, ensuring you connect with the right investors at each stage. Having experienced my own capital raises, I can help you strategize the round size, pitch decks, investor introductions, and venture capital agreements. With 20+ years of marketing experience as both a CMO and digital agency founder combined with an expertise in Account-Based Marketing, I can help you identify and target the right investors and craft the messaging and pitch to help you stand out. 

Investor Introductions

• Facilitating connections with potential investors.

• Introducing your venture and pitch decks to investors at each stage.

• Coordinate investor meetings and helping manage the relationship through to close.
   

Guidance on Investor Selection

• Identifying investors suitable for your venture. 

• Assessing the strategic impact of investors on your trajectory and future rounds.

• Evaluating investor expertise and alignment with your vision.
   

Strategic Capital Raises and Funding Rounds​

• Assisting with seed funding, series funding, and subsequent rounds.

• Structuring financing deals aligned with your objectives.

• Preparing financials, pitch decks and perfecting investor presentations.

• Practicing your pitch! I will prep you and have you ready for any investor or tough question you may face. 

• Protecting your interests for the next round.

• Review marketing strategy and growth plans.

• Aligning Founders with proper equity shares and Founder Agreements.

• Managing your Cap table throughout each round.

Navigating VC Agreements and SAFEs

• Negotiating terms with venture capitalists.

• Drafting investor agreements, term sheets, convertible notes, subscription agreements and Simple Agreement for Future Equity (SAFE) agreements

Compliance with regulatory requirements is fundamental for startups seeking funding. I help you in understanding and adhering to legal regulations, ensuring transparency and compliance from due diligence to state registrations.

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• Guiding you through securities laws and exemptions.

• Assisting with private placements and angel rounds.

• Ensuring adherence to regulatory requirements and Blue Sky laws, PA Act.

• Assisting with necessary regulatory filings.

• Ensuring timely and accurate reporting to authorities.

• Providing proper disclosures.

• Conducting internal compliance audits to ensure transparency.

• Preparing you to advance through the due diligence process.
   

Founders agreements lay the groundwork for successful collaborations among co-founders. As your legal advisor, I assist in drafting comprehensive founders agreements that clearly define each founder's roles, responsibilities, equity distribution, vesting schedules, and dispute resolution mechanisms. I aim to create a strong and transparent foundation, fostering a spirit of cooperation to drive your startup towards success.