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The Fauri Law Funding Kit
Legal + cap table workflow for early-stage financing. Close your first investment with clean documentation and aligned records.
SAFE or Convertible Note, Cap Table Modeling, Carta-Aligned Setup & Governance Updates
Close Your First Investment the Right Way
Whether you’re raising from angels, family offices, early-stage funds, or strategic investors, this kit gives you everything you need to run a clean, efficient financing process—without the uncertainty, back-and-forth, or messy cap-table outcomes that slow deals down...
Professional Financing Documentation
Your SAFE or Convertible Note is drafted to match market norms and tailored to your transaction—so investors receive clear, credible documents from day one.
Clarity on Ownership & Dilution
Understand the impact of your raise before you sign. Modeling across valuation scenarios provides transparency, informed decision-making, and founder control.
Carta-Aligned Execution
As a Carta Partner Firm, we configure or align your cap table directly within the platform—ensuring legal records and digital equity tracking remain consistent and investor-ready.
What’s Included: Funding Kit
A structured, fixed-fee workflow to document your early-stage financing, align your cap table, and keep your governance records clean – with optional Carta integration.
Legal Financing Documents
The core legal documentation required to formalize your early-stage investment.
- Customized SAFE or Convertible Note (one instrument type per transaction)
- Market-aligned terms for your stage and sector
- Up to two investors on identical terms
- Single revision round (founder feedback + investor compatible signing package)
- Execution-ready documents provided in editable and PDF formats
Scope Notes
This kit is designed for a single early-stage financing using one instrument (SAFE or convertible note) with up to two investors on the same terms.
More complex transactions – such as multiple instruments, different terms per investor, institutional VC requirements, or heavy negotiation cycles – are scoped and priced separately so we can match the work to the deal.
For priced equity rounds (Seed/Series A), bridge rounds, warrants, or board/observer rights, we provide a custom quote.
Discuss a More Complex DealTerm Sheet (Optional Add-On)
A concise, investor-ready term sheet to frame your deal before the SAFE or note is drafted.
- 1–2 page summary term sheet covering valuation cap, discount, maturity, and conversion mechanics
- Deal-structure guidance aligned with founder-friendly norms and investor expectations
- One revision round based on investor feedback or updated terms
- Signing-ready format for sharing and negotiation
Do You Actually Need a Term Sheet?
If your investor has already provided a signed SAFE, note, or term sheet and you’ve agreed on key terms, you usually don’t need this add-on – the Funding Kit can proceed directly to final documents.
If you are still negotiating terms, or investors are asking for a term sheet before committing, adding this option helps avoid re-drafting later and keeps the deal organized.
Formal valuation reports, financial advisory, and investor-side negotiation are outside the scope of this add-on and can be quoted separately if needed.
Not Sure? Book a 15-Min CallCap Table Modeling & Carta Setup
Your financing modeled clearly and prepared for digital equity management.
- Dilution modeling across 2–3 valuation scenarios
- Updated fully diluted cap table reflecting the new financing
- Initial Carta workspace configuration (if applicable)
- Import/structure of existing equity records to the extent provided
- Entry of this financing instrument into Carta for tracking and eventual conversion
Scope Notes
Cap table modeling and Carta setup in this kit focus on this financing event and its impact. It is not a full multi-round financial model or ongoing equity administration service.
Future funding rounds, complex multi-instrument stacks, or continuous cap table management can be layered on later as separate engagements once this round is complete.
Tax planning, multi-round projections, and formal valuation opinions are not included in this kit.
Ask About Ongoing Carta SupportCorporate Approvals & Governance Updates
Ensure the financing is properly authorized and recorded in your legal records.
- Board resolution approving the financing
- Shareholder resolution where required based on your structure
- Updated registers and issuance logs reflecting the new instrument
- Minute book guidance for clean recordkeeping (physical or digital)
- Cross-check to align governance records with the executed documents and platform entries
Scope Notes
These approvals and updates relate to this financing only and are designed to keep your minute book, registers, and platform entries consistent and investor-ready.
More advanced changes – such as new share classes, complex shareholder rights, board/observer arrangements, or full equity-round documentation – are handled as separate mandates.
Securities law opinions, international investor structuring, and tax-driven reorganizations are not included in this kit.
Plan a Future Equity RoundThe Professional Difference
Purpose-Built Financing Documents
Your SAFE or Convertible Note isn’t just templated—it’s drafted to reflect your deal terms, investor expectations, and the realities of your corporate structure and future financing plans.
- Terms aligned with current market standards.
- Adapted to your share structure and cap table design.
- Clean, investor-friendly formatting and drafting conventions.
- Structured to support future fundraising, not limit it.
Beyond Templates
Financing documents pulled from generic templates rarely match the reality of your cap table, investor dynamics, and long-term plans. We review your structure, proposed terms, and growth path, then draft documents that fit your actual deal—not an abstract example.
Schedule a Free ConsultationExpert-Led Assurance
Your financing isn’t handled by software or automated templates—it's led, reviewed, and finalized by lawyers experienced in early-stage financing, equity structuring, and investor negotiation.
- Counsel experienced in early-stage and growth financing
- Deep understanding of founder, investor, and governance dynamics
- Prepared in compliance with Canadian corporate and securities law
- Drafted and structured using recognized industry norms and best practices
Professional Quality
Work directly with counsel who understand the realities of early-stage financing, founder relationships, investor expectations, and the legal pressure points that shape growth-stage companies.
Get StartedComprehensive Support
Receive end-to-end guidance from initial consultation through document implementation and ongoing support.
- • Initial needs assessment consultation
- • Document drafting and customization
- • Implementation guidance
- • Single revision round included
Full Service Experience
Your first financing shouldn’t create legal or structural problems later. This workflow is designed to reduce future friction, prevent founder–investor misalignment, and support scalable legal growth as the company evolves.
Get StartedLong-Term Protection
Your first financing shouldn’t create legal or structural problems later. This workflow is designed to reduce future friction, prevent founder–investor misalignment, and support scalable legal growth as the company evolves.
- Terms drafted to prevent future disputes and ambiguity.
- Structures that scale with additional investors and funding rounds
- Aligned with future conversion, equity planning, and governance needs
- A durable legal and cap table framework that supports growth, not restricts it
Future-Proof Solutions
Your early financing terms shouldn’t limit what comes next. Every document and cap table decision is drafted with future rounds, investor expectations, and scalable governance in mind—so you don’t need to rebuild your legal foundation later.
Get StartedHow It Works
Connect & Assess
Start with a brief consultation or complete our secure intake form so we can understand your current structure, investor terms, and financing goals before drafting.
- Complimentary introductory consultation
- Secure digital intake and document upload
- Review of existing corporate structure and share classes
- Alignment on deal terms, timelines, and next steps
Understanding Your Needs
We take time to understand your unique situation, founder relationships, and business goals before crafting your documents.
Schedule Free ConsultationEngagement and Payment
Receive your engagement letter with clear terms, sign digitally, and make secure payment to activate your startup kit preparation.
- • Clear engagement letter
- • Digital signing process
- • Secure payment processing
- • Immediate project activation
Transparent Process
Clear terms, secure processes, and immediate activation ensure you know exactly what to expect throughout the engagement.
Get StartedLawyer-Led Preparation
All documents are prepared and reviewed by experienced counsel—ensuring accuracy, legal compliance, and alignment with your existing corporate structure, investor expectations, and long-term plans.
- • Professionally drafted legal documents.
- • Frameworks grounded in real financing transactions.
- Customized drafting tailored to your structure and deal terms.
- Full legal review before investor circulation.
Expert Craftsmanship
Every document is professionally prepared by experienced lawyers using proven frameworks for multi-founder success.
Get StartedProfessional Delivery
Receive your completed Startup Kit with a single round of revisions included for fine-tuning to perfection.
- • Complete document package
- • Single revision round included
- • Implementation guidance
- • Ongoing support options
Perfect Finish
Your completed kit includes revision opportunities and implementation guidance to ensure everything works perfectly for your startup.
Get StartedTransparent Pricing and Value
Funding Kit Cost
A complete legal and cap-table workflow to execute your first financing with confidence.
Get Started TodayIncluded Value
- Customized SAFE or Convertible Note (one instrument type)
- Cap-table modeling across 2–3 valuation scenarios
- Carta setup or alignment with financing entry
- Board/shareholder approvals and register updates
- Single revision rounds and investor-compatible signing package
Optional Add-On
Add a concise, investor-ready 1–2 page term sheet if you haven’t finalized financing terms or your investor requests one before signing a SAFE or convertible note.
Not sure if you need it? Book a quick call.Value Breakdown
| Service | Individual Cost | Funding Kit |
|---|---|---|
| SAFE or Convertible Note drafting | $2,500 – $4,000 | Included |
| Dilution & valuation modeling | $1,200 – $2,000 | Included |
| Carta setup or alignment | $800 – $1,500 | Included |
| Corporate approvals & registers | $1,000 – $1,500 | Included |
| Revision & investor response | $1,000 – $1,500 | Included |
| Total Estimated Value | $6,500 – $8,500+ | $5,200 |
Client Success Stories
We had the pleasure of working with Khaled and his team on a complex restructuring of our SaaS company. The expertise Fauri Law brought to the table exceeded our expectations. They were attentive, responsive, and highly professional throughout the process. I highly recommend Fauri Law to anyone in need of corporate legal assistance.
I had a great experience incorporating Azita Attachment School Inc. with Khaled and his team. The process was smooth, professional, and well-organized. Khaled offered clear guidance, customized the structure to fit my business, and ensured everything was handled with care. Highly recommend for anyone seeking reliable corporate legal support!
Working with Khaled to set up my corporation (Tender Nova AI Inc.) was an outstanding experience. Despite the technical and AI-focused nature of my business, he took the time to understand it fully and made every step clear and manageable. The legal structure and documents were thoughtfully customized—not generic—and his professionalism, patience, and attention to detail were evident throughout. If you want a lawyer who truly listens and aligns legal work with your business reality, I highly recommend Khaled and his firm.
Frequently Asked Questions
Can I use this kit even if I already have a signed term sheet or SAFE?
Yes. Many founders come with investor-provided documents or confirmed terms. In that case, we simply align and finalize everything into the proper legal and corporate records—including Carta setup—without requiring additional drafting.
How long does the process take?
Most engagements are completed within 10–15 business days from receipt of required information. Faster timelines may be available depending on urgency and scope. Founders using Carta typically experience streamlined execution and tracking once setup is complete..
How is the Funding Kit priced?
The Funding Kit is offered as a fixed fee of $5,200, covering drafting, modeling, and implementation. This ensures predictable pricing with no hourly billing or hidden fees. If a term sheet is required, it can be added for + $1,200. Any additional investors, negotiation rounds, or non-standard scope will follow a clear, pre-approved change order.
What’s not covered in this kit?
The Funding Kit focuses on early-stage SAFE or convertible note financings. It does not include equity rounds (Series Seed/A), formal valuation reports, tax planning, securities opinions, international investor compliance, multi-instrument rounds, or complex negotiation with institutional investors. If your financing requires any of these, we will advise before work begins.
Take Control of Your Multi-Founder Business Today
Ensure your startup is equipped with the essential agreements it needs to thrive with multiple founders and investor relationships.
SAFE or Convertible Note, Cap Table Modeling, Carta-Aligned Setup & Governance Updates