Series A and Beyond

Overview

When startups have established product-market fit, traction with an expanding customer base, are filling gaps in the management team, and demonstrating growth in revenue, the next step along the growth trajectory is raising a Series A financing. This is a critical financing milestone, and sets many precedents with respect to investor rights and preferences and protective provisions granted to investors in the Series A financing.  Series A lawyers are familiar with all aspects of a Series A raise and the multiple complexities that may be involved. 

NEXT attorneys understand the critical provisions and due diligence process that come with a Series A round, and have completed a multitude of transactions. We serve as your legal partner to guide you through multiple preferred stock rounds of financing (Series B, C etc.).

Series A and Beyond Preferred Round Reasonable Fee Packages

We offer a range of reasonable fee structures that include:

  • Strategic guidance on the financing process
  • A review of prior corporate documents for existing investor rights 
  • Preparation and negotiation of the Term Sheet
  • Data room preparation and maintenance
  • Preparation and negotiation primary documents including Amended and Restated Certificate of Incorporation, Stock Purchase Agreement, Amended and Restated Investors Rights Agreement, Amended and Restated Right of First Refusal and Co-Sale Agreement, Amended and Restated Voting Agreement
  • Prepare Corporate Resolutions, Officer’s Certificates and Secretary’s Certificate
  • Guidance and preparation in conjunction with client of the Disclosure Schedules
  • Preparation of Accredited Investor Questionnaire
  • Federal Level – SEC – Securities Filings
  • State Level Securities Filings

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