Fundraise Package

Your business is expanding and you’ve secured investment but the paperwork you are presented with is unclear. Legal guidance will be key in giving you the peace of mind you need, thankfully you’re in the right place and in good hands.

Who this service is for

A business finishing up a funding 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
  • A 60-minute long consultation that will help you gain clarity on any concerns regarding your fundraiser, including advice on the below documents you may have received:
  • Terms Sheet
  • Shareholders’ Agreement
  • Cap Tables
  • Investor Agreements
  • Share Structure
  • Closing email capturing the engagement
What the service excludes
  • Face to face meetings;
  • Third-party negotiation
  • An extensive review of any documents provided

Assumptions this is based on:

  • You understand that the price covers limited advice and guidance however any additional assistance in the fundraising is available at an additional fee
  • That you understand that this is not a regulated law firm, but a Legal Services Provider, providing only services that are not regulated by the Solicitors Regulation Authority;
What you need to provide
  • Any documents you have been presented with/specific questions you may have regarding your fundraising situation
  • Copies of any relevant existing 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
a man in glasses and a suit smiling
Suraj Rana
Sole Legal

0203 322 8205

I am the founder of Sole Legal Services, a one-man band legal document service. After 5 years in the...

£250.00 +VAT

Sold By: Suraj Rana

5 years experience across

Financial Services
Fintech
Manufacturing and Production
Tech, IT and Software

Working with

  • Microbusiness (up to 10 Employees)
  • Medium-sized business (up to 50 employees)
  • Large business (50+ Employees)

Not sure what you’re looking for?

Let us match you with a legal advisor

Get matched

a man in glasses and a suit smiling
Suraj Rana
Sole Legal

0203 322 8205

I am the founder of Sole Legal Services, a one-man band legal document service. After 5 years in the...

£250.00 +VAT

Sold By: Suraj Rana

5 years experience across

Financial Services
Fintech
Manufacturing and Production
Tech, IT and Software

Working with

  • Microbusiness (up to 10 Employees)
  • Medium-sized business (up to 50 employees)
  • Large business (50+ Employees)

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