Legal services
Capital in. Clear terms around it.
Legal support for founders, companies and investors when raising or investing capital. Connect investment and financing terms with ownership and governance, from a first investment to a complex financing structure.
Discuss an assignmentWhen this helps
A first external investor and a more complex financing round raise different questions. Founders, other existing owners, new investors and the company need a shared understanding of the proposed investment and the rights that follow.
How we work
We work through the investment and financing structure, ownership implications and governance terms, then prepare the relevant agreements and corporate decisions. I assist with shareholder loans, investment-related loans and convertible loans, including where they form part of a complex ownership and financing arrangement. Completion steps and records are coordinated around the agreed transaction.
Typical work
- New share issues and investment structures
- Investment and shareholder agreements
- Investor rights, governance and completion arrangements
- Shareholder loans, investment-related loans and convertible loans
What you receive
- A clear outline of the proposed investment and ownership terms
- Drafted or reviewed investment documents and corporate decisions
- A completion plan and updated ownership documentation within scope
The documents and outputs are agreed for each assignment.
A few useful answers
Do you help founders, companies raising capital and investors?
Yes. I work with founders, companies and investors, including family offices. The advice reflects your role in the investment, the existing ownership and the outcome you want to achieve.
Can you help before we have a term sheet?
Yes. You do not need agreed terms or a prepared set of documents to start. I can help you think through the investment, prepare the company and its documentation, and work towards a term sheet and the final agreements.
Can you draft and negotiate investment and shareholders’ agreements?
Yes. I prepare, review and negotiate investment and shareholders’ agreements, considering how the commercial terms affect ownership, governance and the company’s future arrangements.
Can you help with new share issues, warrants and convertible loans?
Yes. I work with the corporate documentation needed for these arrangements, including the relevant resolutions and related agreements. We work through the proposed structure and the steps needed to carry it out.
Can you help founders understand the effect on the cap table?
Yes. I help connect the proposed investment with the cap table, ownership arrangements and corporate documents so that founders and other parties can understand the ownership picture being agreed.
Can you support us after an investment has completed?
Yes. Support can continue with board and general meeting matters, ownership questions and ongoing corporate and commercial advice. Tax advisers are involved where their input is needed.
Which financing documents can you help with in an investment?
I help with shareholder loans, investment-related loans and convertible loans, alongside investment agreements, shareholders’ agreements and the relevant corporate documentation. I advise founders, companies or investors in separate assignments, with the work tailored to their role and the intended financing and ownership structure.
Related services
Corporate law & governance
From establishing a company to restructuring ownership within or outside a group. Practical support with everyday governance and complex ownership and financing structures.
Explore this serviceMergers & acquisitions
Support when buying or selling a company, assets or a business. From a straightforward transfer to a complex transaction involving ownership restructuring and acquisition financing.
Explore this serviceIncentive programmes
Help founders and companies connect key people with the business’s future. Structure an incentive programme around its participants, the company and the intended long-term value, with clear terms that are easier to understand and administer.
Explore this serviceDue diligence
A focused review of the legal position behind a company. Understand the issues that matter before an investment, acquisition or other business decision.
Explore this serviceUneek
What are you working on?
Tell us about your situation, your objective and the timing. We will start by defining the right scope.