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Investment Agreements

$3,500.00

30 days

1 revision

Description

Are you planning on seeking investment for your business? When reaching out to investors, it is important to ensure you have all of your investment documents ready and a strategy for raising capital. This package includes all of the necessary investment documents, as well as two (2) thirty minute strategy meetings with the Managing Attorney, Shermin Lakha, who is an advisor for various startups and has an extensive background in this space.

If you are interested in only some of the documents below, please contact us for our individual pricing options.

What's included

  • SAFE (Simple Agreement for Future Equity)
  • Convertible Note
  • Term Sheet
  • Shareholder/Stock Purchase Agreements
  • Founder Advisor Standard Template (FAST)
  • Confidentiality and Intellectual Property Assignment
  • Initial Cap Table Review: $350 (limited to one (1) hour)
  • Two (2) Thirty Minute Meetings with a Member of the LVLUP Legal Team
 

Description

Are you planning on seeking investment for your business? When reaching out to investors, it is important to ensure you have all of your investment documents ready and a strategy for raising capital. This package includes all of the necessary investment documents, as well as two (2) thirty minute strategy meetings with the Managing Attorney, Shermin Lakha, who is an advisor for various startups and has an extensive background in this space.

If you are interested in only some of the documents below, please contact us for our individual pricing options.

 

What's included

  • SAFE (Simple Agreement for Future Equity)
  • Convertible Note
  • Term Sheet
  • Shareholder/Stock Purchase Agreements
  • Founder Advisor Standard Template (FAST)
  • Confidentiality and Intellectual Property Assignment
  • Initial Cap Table Review: $350 (limited to one (1) hour)
  • Two (2) Thirty Minute Meetings with a Member of the LVLUP Legal Team
 

About the seller

LVLUP Legal, P.C.

LVLUP Legal specializes in business formation, drafting contracts, representing clients in negotiations, protecting intellectual property, and providing general legal advice to suit the needs of our clients. LVLUP Legal provides an open-level of communication and flat-fee pricing to its clients but the attorneys understand that every dollar counts for small businesses and entrepreneurs. LVLUP Legal has worked with a variety of clients ranging from e-commerce brands, tech startups, content creators, restaurants, beauty and fashion brands, and marketing companies.

The goal in starting LVLUP Legal was to modernize the legal field by creating an open level of communication and providing legal services on a flat-fee basis because we understand that every dollar counts for businesses and entrepreneurs.

 

Portfolio

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Title
LVLUP Legal: Empowering Businesses, Startups, Entrepreneurs, and Creators
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Title
CEO & Founder of The Phluid Project and GET Phluid
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Title
CEO & Founder of Upaway
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Title
Founder of Freelance Founder Content Image
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Title
Founder & CEO of Breathing Beauty
 

FAQ

More about us

LVLUP Legal understands the fast-paced nature of businesses today. In providing our services, we have adopted a holistic approach by prioritizing our client’s personal values to grow their business within the confounds of the law.

LVLUP Legal embraces the creative and ambitious spirit of business leaders and entrepreneurs. Beyond addressing your legal needs, we understand the passion and people behind your business.
Having a team of trusted legal advisors is a key element in establishing and scaling a business. It is important for startups and entrepreneurs to obtain legal counsel that will empower them to proactively address legal challenges.

We develop strong legal foundations and advise our clients in making strategic decisions that will protect and promote their businesses.

What types of clients do we work with?

 LVLUP Legal has experience working with a variety of clients ranging from tech startups, coaches, content creators, restaurants, beauty and fashion brands, artists, health and wellness companies, and marketing agencies. 

How do our flat-fees work?

 

We provide clients with a flat fee per project, which includes a consultation call, the requested legal services, a post-review call, and all related correspondence. We strive to ensure that our client’s questions are answered and they feel supported throughout the entire process.

 

Does LVLUP Legal offer payment plans?

Yes, we offer payment plans! Depending on the number of services you choose to move forward with, the LVLUP Legal team will work with you to find a payment plan that fits your business and your budget. 

Which member of the LVLUP Legal team will I be working with?

The LVLUP Legal team works together very closely; each team member has visibility to all the clients. Depending on which area of law your services fall under, you will work with a different member of our team. For example, for intellectual property-related matters, you will work with Bianca Ascolese and Shana Thomas. For business formation, corporate governance documents, and investment agreements, you will work with Shermin Lakha and Celina Porteus. Each team member works on contract drafting and review.

When can I expect my work to be completed?

It typically takes between one (1) week and thirty (30) days for work to be completed. If you need assistance with something on an expedited basis, please let us know and we will do our best to accommodate your needs. 

What states can LVLUP Legal practice in?

LVLUP Legal practices transactional law so we can practice in all fifty (50) states, with some exceptions regarding certain state-specific laws.

What if I don't need all of the items in the package or if I need additional items outside of the package?

If you don't need all of the items in one of our packages, or if you need additional items outside of the package, LVLUP Legal is more than happy to work with you to best suit your needs. Feel free to reach out to a team member to further discuss. 

 

How it works

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