Review venture financing documents

Review the principal venture financing agreements by document and issue, with diligence and closing as supporting stages.

Resources

Review and close a Delaware priced Series A financing

Review the principal financing agreement, run the diligence request, track the closing set against a single set of deal facts, and staff the working group — with the priced-round schedules, approvals and post-closing records assembled from those same facts.

  1. NVCA Stock Purchase Agreement Reviewer Checklist

    Review the principal financing agreement clause by clause before the closing set is assembled around it.

  2. Legal Due Diligence Request List

    Send the diligence request and track what the company still owes before signing.

  3. Closing Checklist

    Track the documents, conditions, signatures, filings and funds for the closing, from one set of deal facts.

  4. Working Group List

    Staff the deal team and circulate who is responsible for what.