The Challenge
A Funding Round With a Six-Figure Tax Trap
A Boston SaaS founder arrived two weeks before closing a $3M seed round. The draft structure would have triggered an avoidable tax bill on founder shares and left new investors with misaligned preferences — discovered only because our corporate team reviews every funding document line by line.
- Restructured founder equity to qualify for long-term treatment
- Renegotiated investor preferences without losing the round
- Closed on schedule — six figures of tax saved
How It Unfolded
Fourteen Days, Three Wins
01
Document Audit
Full review of the term sheet, charter drafts and founder agreements in 48 hours.
02
Restructure
New equity structure qualifying for long-term capital treatment.
03
Negotiation
Investor counsel accepted revised preferences; round stayed fully subscribed.
04
Close
Signed on schedule with a clean cap table and six figures saved.
Raising Capital? Talk to Us First
A one-hour review before you sign a term sheet is the cheapest insurance a founder buys.
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