Investment Round: Document Review

Have you secured investment? Congratulations!

Before you pop the champagne and celebrate, make sure your legal documents are all in place and you are confident your position is secure. How? With the help of an experienced legal adviser who can give you the peace of mind you deserve.

Who this service is for

Anyone who has recently secured investment and would like a professional lawyer to review all your investment documentation.
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
  • Initial consultation to align objectives
  • The review of the following documents
    • Heads of Terms (provided by the investor)
    • Subscription/Investment Agreement (provided by the investor)
    • Articles of Association (provided by the investor)
    • Disclosure Letter
    • IP Assignment
    • Ancillary Documents (Resolutions, Board Minutes and Share-Certificates)
    • Companies House Filings
  • A consultation to feedback findings
What the service excludes
  • Any drafting, this is a document review service
  • Third-party negotiation
  • Follow on communication

Assumptions this is based on:

  • That your services are correctly described by you and all information provided by you are correct;
  • That the Legal Services Provider’s terms of service will apply;

 

What you need to provide
  • Copies of all the outlined investment 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
    • 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 long haired woman in a navy jumper smiling
Babs Jamieson
Jamieson Law

0203 322 8205

Babs is a solicitor qualified in England, Scotland, New York and California. Babs advises on a wide ...

£1,800.00

Sold By: Babs Jamieson

9 years experience across

E-Commerce
Marketing and Comms
Tech, IT and Software

Working with

  • Sole Trader / Freelancers / Self-Employed
  • Microbusiness (up to 10 Employees)
  • Medium-sized business (up to 50 employees)

Not sure what you’re looking for?

Let us match you with a legal advisor

Get matched

A long haired woman in a navy jumper smiling
Babs Jamieson
Jamieson Law

0203 322 8205

Babs is a solicitor qualified in England, Scotland, New York and California. Babs advises on a wide ...

£1,800.00

Sold By: Babs Jamieson

9 years experience across

E-Commerce
Marketing and Comms
Tech, IT and Software

Working with

  • Sole Trader / Freelancers / Self-Employed
  • Microbusiness (up to 10 Employees)
  • Medium-sized business (up to 50 employees)

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