Build the company correctly and prepare it for investor review
Formation, founder equity, IP ownership, capitalization, SAFE preparation, and investor-readiness support in one coordinated path. Fees confirmed in writing before work begins, and the documents an investor expects to see, done right the first time.
Where is your company right now?
Founders come to me at every stage, from a napkin idea to active investor diligence. The right package depends on what you have already done and what an investor will ask for next. Pick the description that sounds like you, or ask the AI Legal Analyst below and it will point you to the right path.
- Not formed yet
- Formed, but founder documents are incomplete
- Taking SAFE or note financing
- Preparing for investor diligence
- Responding to active diligence
- Need one founder, advisor, or contractor document
Tell me where your company stands and I will recommend a path
I ask a few focused questions about your formation, founders, equity, and fundraising plans, then recommend one package and what it covers. I organize the picture. Sergei prepares the legal work using AI-assisted tools, reviews it before delivery, and remains responsible for it. Tap a question below for an instant answer. This is AI-generated legal information, not legal advice, and the work is a paid engagement, not this chat.
The Complete Founder Package, from $2,500, covers the core equity and IP set plus the Founders Agreement, vesting, board consents, cap table, advisor template, and SAFE or note templates. Entity formation, a smaller founder-documents set and fundraising document review are each quoted after a written request. If your records are missing or inconsistent, a larger readiness engagement is quoted separately. This is general information, not legal advice.
Request a written quote for the founder documents you need; I will confirm the document set and the scope of any 83(b) assistance. This is general information, not legal advice.
No. Fundraising document review prepares your company for investor review. It makes the company easier to diligence, but it does not guarantee funding or that any investor will proceed. For fundraising document review and a red-flag report, submit a written request so I can confirm the documents, deliverables and fee. This is general information, not legal advice.
No attorney-client relationship is formed until I confirm scope, clear conflicts, and you and I agree on the engagement. Paying starts the intake so I can review your situation and confirm the work, then I email you to begin. Nothing on this page or in this chat is legal advice for your specific situation. This is general information, not legal advice.
Choose your package
Legal fees confirmed in writing before any work begins. The AI Legal Analyst organizes your equity, IP, and cap table; I prepare every document with AI-assisted tools and review it before delivery.
Complete Founder Package
- Founder IP assignment, restricted stock purchase agreement, stock-issuance board consent, and 83(b) election form
- Founders Agreement and vesting documentation
- Board-consent templates and cap table
- Advisor agreement template
- SAFE or convertible-note templates
Packages of $2,000 or more include 180 days of minor document support after delivery: one consolidated written request per month, up to 30 minutes of attorney time per month and three hours total. New documents, counterparty negotiation, and new matters are quoted separately.
Investor Diligence Support
- Missing or inconsistent records
- Capitalization reconstruction
- Substantial IP cleanup
- Active diligence support across multiple requests
- I confirm a flat fee before any work begins
Entity formation
Entity formation work is scoped and quoted separately as a defined written engagement. The quote identifies the services, attorney fee, government filing fees and any third-party costs. Filings and ongoing services are included only when expressly stated. Request a formation quote
Request a written quote for the founder documents you need; I will confirm the document set and the scope of any 83(b) assistance.
For fundraising document review and a red-flag report, submit a written request so I can confirm the documents, deliverables and fee.
Not sure which fits? Ask the AI Legal Analyst above. It maps your stage, equity, and IP and recommends one package with exactly what is included. I use the terms investor-ready and prepared for diligence deliberately: this work prepares the company, it does not promise funding.
How the engagement works
Paid matters are delivered as editable Word files in an organized Google Drive folder you keep, holding your documents, a summary memo with the equity and IP map, the cap table, open decisions, attorney comments, and revision history in one place. The AI Legal Analyst organizes the matter and the workflow. I perform the attorney analysis and the legal work.
The workflow, step by step
1. Intake. You describe the company, the founders, and the plan through the AI Legal Analyst, then upload what you already have.
2. Map the picture. I map entity and governance status, founder stock and vesting, 83(b) status, founder and contractor IP, advisor agreements, equity promises, the cap table, and any SAFE or note.
3. Draft or fix. I prepare the missing documents or correct the inconsistent ones, with attorney comments on the open decisions.
4. Your decisions, my revisions. You decide the open business points; I revise until the set is clean and consistent.
5. Readiness review. For fundraising document review and a red-flag report, submit a written request so I can confirm the documents, deliverables and fee.
See how I deliver documents
I deliver your documents as editable Word files in an organized Google Drive folder you keep, with a summary memo, comments, and decisions in one place, not a scattered email thread. Curious about the AI-assisted tooling I build as a separate legal-tech project? Here is a working sample built around a made-up company. Sample only, not legal advice.
What you receive
Deliverables depend on the package. You leave with the founder and equity documents an investor expects, organized and consistent, plus a clear picture of anything still open.
- Formation and governance records
- Founder equity and vesting documents
- 83(b) election materials
- Founder and contractor IP assignments
- Advisor documentation
- Cap table
- SAFE or note issue map
- Pilot or design-partner agreement
- Investor data-room checklist
- Diligence red-flag report
- Clean Word and PDF files
- Prioritized next-step plan
This work prepares your company for investor review and organizes your legal records. It does not guarantee funding, a valuation, or that any investor will proceed.
Frequently asked questions
Which founder package fits where my company is right now?
The Complete Founder Package, from $2,500, covers the core equity and IP set plus vesting, cap table, advisor, and SAFE or note templates. Entity formation, a smaller founder-documents set and fundraising document review are each quoted after a written request. Missing or inconsistent records are a larger readiness engagement, quoted separately. The AI Legal Analyst on this page points you to the right one. This is general information, not legal advice.
Does fundraising document review guarantee I will get funded?
No. Fundraising document review prepares your company for investor review. It makes the company easier to diligence, but it does not guarantee funding or that any investor will proceed. For fundraising document review and a red-flag report, submit a written request so I can confirm the documents, deliverables and fee. This is general information, not legal advice.
Do your prices include state filing fees?
Entity formation work is scoped and quoted separately as a defined written engagement. The quote identifies the services, attorney fee, government filing fees and any third-party costs. Filings and ongoing services are included only when expressly stated. This is general information, not legal advice.
Does paying make you my lawyer, and do you only work in California?
No attorney-client relationship is formed until I confirm scope, clear conflicts, and you and I agree on the engagement; paying starts the intake. I am a California attorney and regularly form Delaware, Wyoming, and California entities; I confirm the right state with you based on your plans. This is general information, not legal advice.