Fundraising Assessment Package

Get Investor-Ready with a Comprehensive Legal Audit

Before you pitch investors, your legal house needs to be in order. Investors and their attorneys will scrutinize your corporate documents, contracts, and intellectual property protections during due diligence. Finding problems after you’ve started fundraising can delay or kill a deal.

Meyer Law will audit your corporate structure, contracts, and IP — and give you a clear roadmap to fix any issues before investors find them first.

Who This Package Is For

This package is ideal if you’re:

·       Preparing to raise a seed round, Series A, or later-stage funding

·       About to enter investor due diligence and want to be prepared

·       A founder who wants to understand and fix legal risks before they become deal-breakers

·       Working with an accelerator or incubator and need to get investor-ready

What’s Included

30-minute initial consultation — We discuss your fundraising timeline, investor targets, and key concerns.

Corporate document audit (up to 5 hours) — Review of formation documents, operating agreement, cap table, board resolutions, and governance.

Contract audit (up to 5 hours) — Review of customer agreements, vendor contracts, partnership deals, and other key business agreements.

IP audit (up to 5 hours) — Review of trademark registrations, patent filings, trade secret protections, and IP assignment agreements.

1-hour findings consultation — We walk you through everything we found across all three areas.

Prioritized roadmap — A clear action plan to get investor-ready, organized by priority and urgency.

How It Works

Step 1: Purchase & Schedule — After purchasing, you’ll schedule your initial consultation.

Step 2: Initial Consultation — We discuss your fundraising plans and identify focus areas for the audit.

Step 3: Comprehensive Audit — Our team conducts a deep-dive review across corporate, contracts, and IP — up to 15 hours of legal analysis.

Step 4: Findings Review — We meet for a detailed walkthrough of our findings.

Step 5: Roadmap Delivery — You receive a prioritized plan to address issues before investors come knocking.

Frequently Asked Questions

How is this different from the individual assessment packages?

This is a comprehensive audit covering corporate, contracts, AND IP all in one engagement — specifically designed for fundraising readiness. The individual packages cover only one area each.

Will you help fix the issues you find?

This package focuses on identifying risks and creating a roadmap. We can recommend the right package or engagement to address specific issues.

How far in advance of fundraising should I do this?

Ideally 1–3 months before you start actively pitching, so you have time to address any issues.

How long does the full assessment take?

Most are completed within 2–4 weeks from the initial consultation.

What Our Clients Say

“The lawyers at Meyer Law are a refreshing change from the lawyers we have worked with in the past. Not only are they responsive, fast and sharp legal minds, but they also take a genuine and tangible interest in the growth and success of our company.”

— SVP of Finance + Operations, PandaDoc Inc.

Ready to Get Started?

Add this assessment to your cart and schedule your consultation today. Have questions first? Call us at (888) 316-0776 or reach out through our Contact Us page.