- Our systematic process results in a compelling and viable product for raising capital or attracting a strategic partner. We develop, in concert with the CEO, the following items:
- Industry & target market research
- Competitive analysis
- Positioning of services/products
- Financial projections & supporting analysis
- Showcasing of the management team
- Milestone Objectives
- Financing requirements
- Liquidity strategies
- Drafting and finalization of the executive summary & plan
- Our facilitation during the
crucial fund raising process addresses the following aspects:
- Valuation analysis
- Capitalization modeling
- Technology validations
- Investor selection suited to stage of company
- Entrée to angels, VCs, corporate and investment bankers
- Term sheet review and pointers
- Due diligence assistance
- Negotiation on financing document terms & liaison with outside
counsel
- Our team can provide the initial setup and ongoing maintenance of these crucial functions:
- Creating the in house legal function
- Contract negotiations
- Drawing up a variety of relevant contract templates
- Guidelines on when to use outside counsel
- Business review
- Drafting board minutes
- Compliance analysis
- SOX assessment
- Internal control recommendations
- Creation and implementation of stock option plans in concert with outside counsel
- Stock grant recommendations
- Metrics, records & reports
- Setting up record keeping addressing grants, vesting, purchases and extinguishments.
- Board schedules
- Evergreen "what if" scenarios.
- We appreciate how crucial the protection of IP is to growing companies and facilitate the process in these ways:
- Patent and trademark searches
- Assistance with filing trademarks, services marks & patents
- Working with outside counsel
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