Engagement Timeline
Entity Not Yet Formed
Initial Retainer
$2,500
One-time, due at start of engagement
Months 2-5
$1,500
Monthly fixed fee
Months 6+
Re-Scope
New flat monthly fee or transition to hourly billing
Entity Formed (LLC or C Corp)
Initial Retainer
$3,500
One-time, due at start of engagement
Months 2-5
$750 - $3,000
Monthly fixed fee
Months 6+
Re-Scope
New flat monthly fee or transition to hourly billing
What’s Included
Delaware Formation
(Texas Available)
- Charter, Bylaws & Incorporator Action
- Organizational Consent & Electronic
- Founder IP Assignments & RSPAs
Fundraising
- Safe Round – up to 10 investors
- Additional Investors – $500 each
- Cap Table Management Onboarding (Carta/Pulley/Walter)
People & Equity
- Form of Advisor Agreement + Employee Offer Letter + CIIAA
- Equity Incentive Plan + Form Award Agreements
Commercial Agreement Review
- Review and revisions of one commercial agreement
Included Attorney Hours
- Quarterly Partner Call (Capital Raise/Strategy) – 30 min
- Bank of 6 Attorney Hours via Scheduled Virtual Meeting/Call
Add-Ons & Out-of-Pocket Costs
Additional services surrounding equity financing rounds, custom agreements, trademarks, and other commercial agreements can be added for additional fees. Out of pocket expenses are excluded from the subscription and are anticipated to be $1,000-$3,000 depending on Blue Sky fees and trademark requirements.