Practice Area

Private Financing
Transactions

From the first SAFE note to a Series B preferred stock round, we guide founders and their companies through every stage of the capital raising process — efficiently, strategically, and with a clear eye on valuation and dilution.

The Capital Raising Lifecycle

Private financing transactions require precise documentation, careful securities law compliance, and a thorough understanding of investor expectations at each stage. We bring experience across hundreds of financing transactions to structure each deal in a way that protects founders while giving investors the comfort they need to close.

Our approach begins with understanding your business objectives and investor base, then selecting the instrument and structure that best achieves your goals — whether that's a SAFE note for speed and simplicity, a convertible note for bridge financing, or a full preferred stock round for institutional investors.

Instruments & Structures

Simple Agreement for Future Equity (SAFE) — YC standard and custom forms

Convertible promissory notes and bridge financing

Series Seed and Series A/B preferred stock financings

Venture capital term sheet review and negotiation

Angel investor and family office round structuring

Regulation D 506(b) and 506(c) offering structuring

Cross-border financing with non-U.S. investors

Regulation S offerings for foreign investors

Commercial lending and bank facility documentation

Investor Documentation

We draft and negotiate the full suite of investor documentation — stock purchase agreements, investor rights agreements, voting agreements, right of first refusal and co-sale agreements, and related ancillary documents. For Regulation D offerings, we coordinate Form D filings and state blue sky notice filings to ensure compliance from day one.

Stock purchase agreements and closing mechanics

Investor rights and information rights agreements

Voting agreements and board composition provisions

ROFR, co-sale, and drag-along provisions

Form D and state blue sky notice filings

Cap table management and pro-forma modeling support

Cross-Border Financing

We have extensive experience helping non-U.S. founders establish a U.S. legal presence and raise capital from investors across the U.S., Europe, India, and the Middle East. We navigate the intersection of U.S. securities law and foreign investment considerations to structure compliant, investor-ready offerings.