Term Sheet & Investment Documentation
A finance and compliance read on your term sheet, before you sign something you'll live with for years.
Investment Documentation Services
Term Sheet Review
Reviewing valuation, liquidation preference, and control terms from a financial and tax standpoint.
Investment Documentation
Preparing the financial documentation an investor's diligence team will need.
Closing Advisory
Cap Table Review
Making sure the round doesn't create cap table problems that surface at the next raise.
FEMA & Closing Compliance
FC-GPR filings and other closing compliance for the round, coordinated alongside your legal counsel.
Investment Documentation Edge
A Finance Read, Not Just a Legal One
We review valuation, liquidation preference, and control terms for what they mean financially, not just legally.
Cap Table Discipline
We check that this round doesn't create a problem that surfaces at your next raise.
A Coordinated Close
FEMA filings and closing compliance handled alongside your legal counsel so the round actually closes on time.
Ready to talk about term sheet & investment documentation?
Tell us what's going on with your business, and we'll scope exactly what's needed.