Early-Stage Fundraise Document Review Package

Are you closing a fundraise and were presented with a pack of legal documents? Making sure there are no red flags that can jeopardise your business is key so you cannot just sign and forget.

Instruct a business-driven, commercial lawyer with over 30 years of partner-level corporate experience to make sure there are no pitfalls in the documents you will be signing and get the peace of mind you deserve.

  • Assumptions this service is based on:
  • You understand that this is a review service that will highlight and advise in an email and in one follow up call (does not include redrafting or unlimited revisions)
  • You understand that the service price refers to standard form documents
  • You need to provide the documents (this is not a drafting service)
  • You understand the service is subject to you passing AML, KYC, and Conflict Checks and engagement procedures

Who this service is for

A business closing a fundraising round.

Key benefits

  • Connect with an experienced lawyer quickly and simply
  • Get a qualified opinion on your issue/s
  • Upfront and transparent pricing

What happens after purchase?

Your lawyer will onboard you (KYC, conflicts checks, and client care letter - if applicable)
You send supporting material to the lawyer ahead of the meeting
Consultation takes place
Lawyer sends an email to summarize high level points from the conversation and quotes for any further work required
Leave a review and testimonial of your experience for future customers

FAQ’s

What the service will cover
  • An initial 30-minute consultation to align objectives
  • A high-level review of the supplied documents: An Offer Letter, Subscription Agreement, Service Agreement, IP Warranty, and Option Agreement.
  • An email with a set of comments outlining the red flags and high-level findings
  • A closing call lasting no more than 30 minutes to explain any of the comments
What the service excludes
  • Face to face meetings;
  • Third-party negotiation
  • A draft of a contract or legal document (please see below)
What you need to provide
  • Copies of the listed documentation and a good understanding of your business needs
  • The first step after the purchase will be to provide verification of your identity and supply the following documentation so your adviser can carry out their ‘Know Your Customer’ (KYC) and ‘Anti-Money Laundering’ (AML) checks. Please have the following at hand but note that this may not be a complete list:
  • Company name, VAT number (if applicable), registration number
  • Key contacts and associated contact details including email and mobile
  • The names and home addresses of all directors
  • Home utility bill (no more than 3 months old) and passport for every person who owns or controls more than 25% of the voting rights of your business
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Richard Hierons
Hierons LLP

I am the founding partner of Hierons LLP, a boutique corporate and finance law firm specialising in ...

£2,500.00 +VAT

Sold By: Richard Hierons
Name(Required)

37 years experience across

Food and Beverage

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a grey haired man looking directly at the camera
Richard Hierons
Hierons LLP

I am the founding partner of Hierons LLP, a boutique corporate and finance law firm specialising in ...

£2,500.00 +VAT

Sold By: Richard Hierons
Name(Required)

37 years experience across

Food and Beverage

Not sure what you’re looking for?  Let us match you with a legal advisor