Raising capital, and the terms you agree to, will shape who owns and controls your company for years. The check size makes the headline; the terms around it write the rest of the story.

THE MONEY ARRIVES ONCE. THE TERMS STAY.

We guide founders and business owners through fundraising from first check to close. SAFEs and convertible notes, priced rounds from seed through Series A and beyond, term sheet negotiation, and the financing documents that determine your ownership, control, and economics.

By the time most founders see a first draft of the term sheet, the clock is already running. We help you read what’s in front of you, understand what’s standard and what’s negotiable, and raise on terms you can live with, not just the first ones offered.

How should you raise: a SAFE, a convertible note, or a priced round?

The right instrument changes as you grow and each stage shapes your dilution, your control, and how the next round goes, so we help you choose the one that fits where you are and paper it correctly the first time.

What does a term sheet actually commit you to?

Term sheets have a long-lasting impact: factors like liquidation preferences, anti-dilution protection, board composition, and pro rata rights together decide how economics and control are shared between you and your investors. We walk you through what each one means for you, flag anything outside market, and negotiate the terms that matter most.

Raising, or about to? Let’s make sure you raise on terms you can live with.

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How much of your company are you giving up?

Every round dilutes you. The real questions are by how much, and on what terms. We help you understand the impact of a funding round on your cap table so you can see the true effect of the raise, including how the option pool is sized and where it comes from, before you sign anything.

For designing the option pool for your team, see Employment & Equity Advisory.

What happens after the term sheet?

Signing the term sheet is the start, not the finish. We handle diligence, the definitive financing documents, and closing, keeping things moving so momentum doesn’t stall between handshake and wire.

A clean corporate house makes all of this far faster. See Corporate & Startup Advisory.

Fundraising and Venture Financing Matters We Handle

  • Financing strategy and instrument selection
  • SAFEs and convertible notes, including valuation caps and discounts
  • Priced rounds and preferred stock terms
  • Term sheet review and negotiation
  • Cap table and dilution modeling
  • Investor due diligence and data room preparation
  • Definitive financing documents and closing
  • Investor and side-letter negotiation