Our Services

Launch your business with confidence. We help founders establish and maintain their companies from formation through growth.

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Services include:

• ​Delaware C Corporation formations

• Delaware and New York LLC formations

• Professional LLC (PLLC) formations

• Foreign qualifications

• Registered agent coordination

• EIN application support

• Initial organizational documents

• Corporate record books

• Stock ledger setup

• Corporate minute book maintenance

• Annual reports

• State compliance filings

• Good Standing certificates

• Dissolutions

• Entity conversions

• Mergers and domestications 

Administrative support for startup financings.

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Services include:

• ​Seed financing support

• Series Seed support

• Series A, B and later financing support

• Closing checklist preparation

• Signature packet preparation

• Signature matrix preparation

• Investor document tracking

• Data room organization

• Closing volume preparation

• Corporate records updates after closing

• State Blue Sky filing coordination

Keep your company compliant with professionally prepared corporate records.

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Services include:

• ​Board Consents

• Stockholder Consents

• Written Consents

• Annual meeting documents

• Officer appointments

• Director appointments

• Resignations

• Corporate resolutions

• Amendment documents

• Charter amendments

• Bylaw amendments

• LLC member consents

• Operating Agreement updates

• Record book maintenance

Support with ongoing securities compliance. 

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Services include:

• ​Form D preparation

• Blue Sky notice filings

• Rule 701 documentation

• Securities exemption documentation

• EDGAR Next enrollment support

• Form ID preparation

• SEC filing coordination

• Corporate ownership record updates

Support for managing your company's ownership structure.

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Services include:

• ​Cap table management (Carta, Shareworks, Pulley, etc.)

• Founder stock issuances

• Restricted Stock Purchase Agreements

• Stock Purchase Agreements

• Option grants

• Equity award documentation

• Advisor equity grants

• SAFE tracking

• Convertible Note tracking

• Equity transfer documentation

• Shareholder record maintenance

• Stock certificates (if applicable)

• Vesting schedule tracking

• Cap table tie out

Administrative support for complex corporate transactions.

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Services include:

• ​Mergers

• Acquisitions

• Reorganizations

• Corporate conversions

• Asset purchases 

• Stock purchases

• Due diligence organization

• Closing binders

• Closing checklists

• Signature management

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