With their many years of practice, the attorneys of the Paul Ellis Law Group are comfortable handling matters for all types of investors. We provide support as needed for our experienced clients who know exactly what they need, while educating and guiding investors who may be new to the market. Whether you need high-level advice on a smaller deal or sophisticated assistance on a complex transaction, we can do it cleanly and efficiently.
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 issues, whether diligencing, documenting and closing a transaction that has already been negotiated, structuring a deal and negotiating a Term Sheet and/or 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 expertise in early-stage investing, personalized, boutique firm attention and reasonable cost structure. For our clients who are new to early-stage financing, we assist them in understanding the advantages and disadvantages of various deal structures and the relative importance and negotiability of various deal terms.
For our institutional clients and our individual and family office clients who are frequent investors, we support the principals in negotiating and closing transactions or – should the client so desire – we can 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. In addition, 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.
Practice areas
In The Words Of Our Clients
Conferences and Panels Featuring Our Attorneys
Financing Strategies for Early-Stage Companies – A Session in the Foundations of Entrepreneurship Series
Wednesday May 15, 2019
Paul Ellis, Moderator
Venture Capital Update 2017: Market Outlook and Strategies for Getting to a Term Sheet
Thursday February 16, 2017
Paul Ellis, Moderator
Venture Capital Update 2016: Market Outlook and Series A Terms
Tuesday March 29, 2016
Paul Ellis, Moderator
Legal Essentials for Startups 2015 – Part 3: Financing Strategies
Thursday May 28, 2015
Paul Ellis, Organizer and Moderator
Legal Essentials for Startups 2012 – Part 2: Financing the Entity
Tuesday November 27, 2012 – 8:00 PM
Paul Ellis, Organizer and Moderator