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Company-Side Investments

Congratulations! You’ve hooked an investor. We’ll be with you at every step, from the initial high-level discussions through structuring the term sheet, negotiating definitive documents and closing the deal.  It’s unlikely that there are issues we haven’t seen or challenges we haven’t faced.  We understand market terms and best practices – in many cases, we helped develop them. You need a trusted partner to get you to the end zone, and it would be our privilege to play that role for you.

Click here to learn more about our fixed-price packages designed to help you structure and close your next round.

Or, click here if you’re looking to expand your current round to bring in more capital or push it out so you have more time to finish off your raise.


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  • Startup Organization Checklist (Limited Liability Company)
    1. Initial Governing Documents (a) Delaware certificate of formation, Ohio articles of organization or other organizational filing in the jurisdiction of formation (including appointment of registered agent) (b) Operating…
  • Startup Incorporation Checklist (Corporation)
    1. Initial Governing Documents (a) Delaware certificate of incorporation (including appointment of registered agent) NOTE: Verify the availability of the corporation’s name in Delaware and the states where it…
  • Delaware Annual Report & Franchise Tax Return
    Every domestic or foreign corporation must file an annual report and franchise tax return with the Delaware Secretary of State on or before March 1 of each year. The…