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Services

What We Offer

1

CORPORATE FORMATION
AND
GOVERNANCE

  • Entity selection and formation

  • Equity splits among founders and team

  • Board Composition

  • Advisory Boards

  • Shareholder Agreements

  • Share Transfer Agreements

  • Corporate Governance

  • Voting Agreements

  • Business Plans and presentations

  • Multi-national structures

2

TEAM BUILDING

  • Employment agreements

  • NDAs

  • IP assignments and agreements

  • Non-competes

  • Independent Contractors 

  • Equity Incentive Plans

  • Options, restricted stock, vesting

  • 409A valuations

3

CAPITAL FUNDING

  • Right-Sizing Capital Needs/Timelines

  • Founders

  • Friends & Family

  • Angels

  • Bridge Loans

  • SAFEs

  • Series A Preferred

  • Follow-on Preferred Rounds

  • Preferred stock terms

  • Valuation

  • Protective provisions

  • Board seats

  • Convertible Debt

  • Data rooms

4

COMMERCIAL CONTRACTS AND RELATIONSHIPS 

  • Sales agreements

  • Master Services Agreements

  • Distribution Agreements

  • IP and SW licenses

  • Joint Ventures/Co-Development

  • Term sheets/MOUs​

  • Service performance standards

  • Cross-border issues

5

ARTIFICIAL INTELLIGENCE AND DATA PRIVACY

  • AI Governance

  • Database ownership and use/infringement

  • Liability

  • Data Protection

  • Data Privacy-Health/medical/financial/personal

  • Cross-border transfers and usage

  • Employee/contractor access, confidentiality, misuse

  • Insurance

  • State/federal/cross-border regulation

  • External policies

  • Internal policies and practices

  • Customer terms and conditions

6

LIQUIDITY TRANSACTIONS

  • IPOs

  • M&A

  • Deal structures

  • Due Diligence

  • Confidentiality

  • Shareholder matters

  • Cap table 

  • IP ownership and rights

  • Change of control provisions

  • Board fiduciary duties

  • SEC reporting

LEGAL RESOURCE MANAGEMENT 

  • Selection and management of outside law firms and resources

  • Use of AI to achieve efficiencies in legal services

  • Fractional GC Services

  • Board Advisory Services

  • Special Projects

  • Second Opinions

7

8

NONPROFITS

  • Formation of non-profit entities

  • Preserving non-profit tax status

  • Fundraising

  • Non-profit corporate governance

  • Addressing and resolving conflicts

  • Staff (and Board) relationships

  • Contracts and other operational matters

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