Cap tables, share classes, buy-sell provisions, and recapitalizations designed for the day something goes wrong, not just the day the deal closes.
What it covers
We design and clean up equity structures: cap-table modeling, preferred and common terms, option and profits-interest pools, vesting, drag and tag rights, and buy-sell mechanics. For existing structures we run a full documentation audit and recommend the simplest set of changes that fixes the real problems.
We work alongside your counsel, not in place of them. Our role is to make sure the economics, governance, and liquidity provisions actually match what the owners intend, and that someone can explain them in one page.
Who it's for
Companies raising a priced round or adding partners. Families transitioning ownership across generations. Partnerships that have outgrown their original operating agreement.
- Cap-table modelingDilution, waterfalls, and scenario analysis before you sign.
- Buy-sell & transfer termsValuation methods, triggers, and funding that work in practice.
- RecapitalizationsClean-up of legacy classes, notes, and side letters.
- Documentation auditA plain-English map of who owns what, and under which terms.
