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    Financing Readiness Review

    A review of the cap table and company records investors check in diligence, with the gaps identified before a term sheet arrives.

    By Drew Jacobs, Esq. — Founder, Jacobs Counsel LLC

    Last reviewed:

    Who this is for

    • Founders planning a SAFE, note or priced round
    • Companies whose equity records have grown informally
    • Teams that want to find diligence gaps before investors do

    What's included

    • Cap table and equity records
    • Option pool and equity grant documentation
    • Founder vesting
    • IP assignments
    • Corporate records and board and stockholder approvals
    • The gaps investors find in diligence

    What you receive

    A written review of the records investors ask to see, listing each gap and the steps to close it. Work to close the gaps can be scoped separately.

    How it's priced

    Fixed fee, quoted after a scoping call

    We confirm the scope on a short call, then quote a fixed fee in writing before work starts.

    Timing

    Typically a few weeks once we have the cap table and corporate records.

    Your legal team

    Drew leads the firm's work with growing businesses. Caitlin advises founders on entity formation, corporate governance and private placements. We identify the attorney responsible for your matter when we agree on the engagement.

    Frequently Asked Questions

    What records does the review cover?

    The cap table and equity records, option pool, vesting, IP assignments, corporate records and approvals: the records investors ask to see in diligence.

    What do we receive?

    A written review listing each gap and the steps to close it. Work to close the gaps can be scoped separately.

    How is it priced?

    A fixed fee, quoted in writing after a scoping call and before work starts.

    Let's talk about your next step.

    Choose a complimentary fit-and-intake call with Jamee (no legal advice) or a paid attorney strategy session with Drew.

    Prospective client disclaimer: contacting Jacobs Counsel or booking a call does not create an attorney-client relationship. Please do not send confidential information until representation is confirmed in writing.