Business

Round Closing

Company-side counsel for SAFE and note rounds and seed or Series A priced rounds, through closing.

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

Last reviewed: November 2026

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Who this is for

Founders raising on a SAFE or convertible note
Companies closing a seed or Series A priced round
Teams with a term sheet or proposed documents and a timeline

What's included

SAFE or note review or preparation, including cap, discount, side letters and pro rata rights
Term sheet review and negotiation
Stock purchase, investor rights, voting and right of first refusal agreements
Charter amendments and company approvals
The closing checklist, worked through with investor counsel

What you receive

Negotiated financing documents, the company approvals and a completed closing checklist. For larger rounds we bring in specialist counsel where the deal needs it.

How it's priced

Fixed fee or retainer, scoped in writing

A defined project can be a fixed fee; continuing work can be a monthly retainer. Scope and fees are agreed in writing before work starts.

Timing

Follows the round's timeline; tell us the target closing date when you first reach out.

What usually comes next

Outside Counsel for CompaniesA consistent legal contact for recurring work, with an agreed workflow for contracts, company matters and day-to-day decisions.

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.

Andrew R. Jacobs, Esq.Founder & Managing AttorneyDrew founded Jacobs Counsel and advises businesses, athletes, and creators. He is admitted in New York, New Jersey, and Ohio.View profile

Caitlin HannibalOf CounselCaitlin advises athletes, sports and media companies, and founders. She is admitted in New York and is a WNBPA Certified Player Agent.View profile

Frequently Asked Questions

Do you work with the investor's counsel?

Yes. We work through the closing checklist with investor counsel, and for larger rounds we bring in specialist counsel where the deal needs it.

Which rounds does this cover?

SAFE and note rounds, and seed or Series A priced rounds, through closing.

How is it priced?

A defined round can be a fixed fee; continuing work can be a monthly retainer. Scope and fees are agreed in writing 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.