Business Planning

Raise with clean paperwork.

SAFEs, convertible notes, friends-and-family rounds, and seed financings — plus the cap table cleanup that makes diligence uneventful.

What's Included

Startup Financing, item by item.

Every engagement is scoped to what you actually need. These are the matters Eight Law handles most often in this area.

Early-stage instruments

The documents most early rounds use.

  • SAFEs, including valuation cap, discount, and side-letter terms
  • Convertible notes: interest, maturity, and conversion
  • Friends-and-family rounds
  • Term sheet review for priced seed rounds

Getting the round done

The approvals and filings around the money.

  • Board and shareholder approvals
  • Investor questionnaires and closing documents
  • Coordinating federal and California securities filings
  • Closing checklist and record-keeping

Cap table cleanup

Fixing the gaps investors' counsel will find.

  • Reconciling the cap table with signed documents
  • Missing approvals and unissued promised equity
  • Founder vesting and 83(b) review
  • Advisor and early employee grants papered properly
When To Call

Signs it's time to call.

How it's billed

A SAFE or note package for a defined round can usually be quoted as a flat fee. Negotiated priced rounds, and cleanup where the scope depends on what we find, are typically hourly with an estimate first.

How engagements work

  • You're raising your first outside money
  • A friend, family member, or angel wants to invest
  • You've been sent a SAFE or term sheet to review
  • You've made equity promises that were never documented
  • You're preparing for diligence ahead of a priced round
The Process

What working together looks like.

Direct access to your attorney at every step — no hand-offs, and scope and fees agreed in writing before work begins.

  1. 01

    Discovery call

    How much, from whom, and on what instrument.

  2. 02

    Readiness check

    Cap table, approvals, and founder documents reviewed.

  3. 03

    Documents & approvals

    Financing documents prepared and approved.

  4. 04

    Close & file

    Funds in, documents signed, filings coordinated, records updated.

Questions

Common questions.

More in the general FAQ, or email info@eightlaw.com.

SAFE or convertible note — which is better?
Neither is always better; they differ on debt treatment, interest, maturity, and how conversion works. See SAFE vs. convertible note.
Do I need to file anything when I raise money?
Selling SAFEs, notes, or stock is a securities offering, and federal and California rules often require notice filings on tight timelines. We'll identify what applies to your round.
Can friends and family invest in my startup?
Often, yes — but it's still a securities offering, with the same documentation and exemption questions as any other round.
What does cap table cleanup involve?
Matching every grant, transfer, and promise against signed documents and approvals, then fixing gaps before an investor's diligence finds them.
Get In Touch

Let's build something that lasts.

Tell us where your business is headed. We'll tell you what it takes, legally, to get there.