Our attorneys represent investors of all types, including high net worth individual investors, family offices and VC funds. They look to us to assist with a variety of functions, depending on their level of experience, whether it is diligencing, documenting and closing a transaction that has already been negotiated, or structuring a deal and negotiating a Term Sheet or, for our clients that are less experienced in early-stage investing, assisting them to develop an understanding of the available investment structures. We work with all manner of investment vehicles, including preferred equity, convertible notes and SAFEs, and we are familiar with the various industry standard forms.
Our angel investor clients have found the firm to be particularly well-suited to their needs, given our senior level staffing, expertise in early-stage investing, personalized, small firm attention and reasonable cost structure. Our services to these clients can vary broadly, depending upon their level of expertise and the size and type of transaction. For our clients who are new to early-stage financing, we can provide a vital educational function, assisting them in understanding the advantages and disadvantages of various deal structures and the relative importance (and negotiability) of various deal terms.
For our clients who are frequent investors, our role can be to support the principals in negotiating and closing transactions or, once we understand their business objectives, to take over and conduct the negotiation and closing process based on their investment criteria. Our clients who are accustomed to being the sole investor or to leading investment rounds will sometimes look to us to develop a standard investment template that will become the basis for all of their portfolio investments. For our angel investor clients in particular, the investment size always needs to factor in to the services we provide, and we work with our clients to calibrate our level of attention to the amount being invested and the risk profile of the investment opportunity.
The amount of work we do with investors and with issuers keeps us abreast of trends in the marketplace and the latest developments in deal terms. Similarly, our work with the New York Tech Alliance provides a valuable way for us to “keep our finger on the pulse” of the technology and investment community.