SAFE and convertible note financing readiness for companies preparing to raise early-stage capital.
For approved standard scope, the Funding Kit may include the following — the company-side documents, approvals, and signing materials for one standard SAFE or convertible note closing. Anything outside this list is an add-on or separately scoped.
One standard company-side SAFE or convertible note form, with the board approval package and a basic closing checklist.
A basic cap table review on client-provided information, and the investor signing package for one standard closing.
Company-side approvals, scope-issue identification, and implementation guidance so you approach the raise with cleaner documentation.
One call to confirm the financing type, amount, investors, jurisdictions, and any red flags.
One call to walk through the documents, your records, and the recommended closing steps.
One consolidated round of company-requested comments, reviewed and incorporated within scope.
Early financing documents shape dilution, governance, investor expectations, conversion mechanics, securities compliance, and future diligence. Consultation-first, because financing scope changes fast.
Companies often begin fundraising before confirming whether their corporate records, cap table, founder documents, approvals, and financing terms are ready for investor review.
Company-side documents, approvals, and signing materials in order for a standard SAFE or convertible note financing — before terms become permanent.
For approved standard company-side SAFE or convertible note documentation — clear financing terms, one closing, clean cap table information, no investor negotiation or counsel comments, no securities filing, no side letters, no U.S. investors, and no priced equity round. Final fee is confirmed only after a funding consultation, conflict check, and scope confirmation. HST and disbursements are separate.
Book Funding ConsultationFunding matters are more likely than other kits to become Advisory & Transactional Work, because financing scope often changes as investors, counsel, securities requirements, and closing conditions develop.
Standard company-side financing.
Add-on, advisory, or filings.
Most companies use the Funding Kit alongside or after related kits. Directional only — each step is subject to consultation and engagement terms.
Founder governance, ownership alignment, and founder IP should generally be in place before investor diligence.
View Startup KitWhen founder vesting, restricted shares, or contributor equity needs cleanup before the financing.
View Equity KitWhen option-plan infrastructure or pool planning may be part of the financing discussion.
View ESOP KitWhen investor diligence will look for service, confidentiality, and IP-assignment documentation.
View Build a Team KitFor recurring needs — financing readiness, governance, equity, hiring, and contracts.
View Ongoing CounselPriced rounds, investor negotiation, securities filings, side letters, multiple closings, or cross-border investors.
View Advisory PracticeThis kit is consultation-first. Booking a consultation does not create a lawyer-client relationship until Fauri Law confirms scope, fee, and the engagement in writing.
You complete a short funding intake and book a consultation; Fauri Law checks conflicts and assesses whether it fits the kit, needs add-ons, or should proceed as advisory work.
The engagement letter confirms scope, fee, assumptions, exclusions, deliverables, and revision limits; payment or retainer follows acceptance.
Fauri Law prepares the approved company-side financing documents; you provide one consolidated round of comments, incorporated within scope.
Final documents are delivered with a basic closing checklist and implementation guidance. Investor comments, securities filings, side letters, or extra closings are separately scoped.
No. The Funding Kit starts at CAD $7,500 and requires consultation. Final scope and fee depend on the financing structure, investors, documents, cap table, securities issues, approvals, and legal complexity.
Yes, if the matter fits approved scope — one standard company-side SAFE form for a standard financing.
If the SAFE is negotiated, investor-provided, modified by investor counsel, or part of a more complex structure, separate scope may be required.
Yes, if the matter fits approved scope — one standard company-side convertible note form for a standard financing.
If the note terms are negotiated, investor comments are involved, or conversion mechanics are complex, separate scope may be required.
No. Investor negotiations are not included unless separately scoped. Negotiation support is handled through Advisory & Transactional Work or a financing-specific engagement.
No. Investor counsel comments, redlines, markups, or response strategy are not included unless separately scoped.
No. Securities filings, including Form 45-106F1 filings, are not included unless expressly scoped. If securities filings are required, they are handled separately.
No. Securities exemption analysis, investor qualification review, accredited investor documentation, and securities filing strategy are not included unless separately scoped.
No. U.S. or foreign investors may raise securities, tax, foreign-law, and cross-border issues. These matters require separate review.
No. Side letters, investor special rights, information rights, MFN terms, or investor-specific arrangements are not included unless separately scoped.
No. The standard starting scope assumes one closing. Additional closings are separately scoped.
No. Priced equity rounds are not part of the Funding Kit. They are handled as Advisory & Transactional Work.
No. The kit may include a basic cap table review on client-provided information, but cap table cleanup, reconstruction, historical issuance review, or ownership remediation is not included unless separately scoped.
No. Funds-flow management, escrow arrangements, trust account administration, investor payment tracking, or closing funds coordination are not included unless separately scoped.
You’ll have the approved company-side financing documents and basic closing checklist for the confirmed scope. Depending on your stage, common next steps include securities filing or investor-negotiation support (separately scoped), the ESOP Plan Setup Kit for option infrastructure, the Equity Structuring Kit for restricted shares or vesting, Ongoing Counsel Support for recurring needs, or Advisory & Transactional Work for bespoke matters.
The Funding Kit helps companies organize standard SAFE or convertible note financing documents, approvals, and closing materials before a raise moves too far without legal structure.