Where are you in your business journey?

To obtain proper funding, your company
will need to plan, prepare, hustle,
negotiate, document, execute and close.

Your situation:

You are ready to develop and grow your business, but need to secure the funds to do so. Where do you start? You will need to step through the various stages of the funding process, with a clear understanding of how the financing terms will affect you and your company from an ownership, control and governance perspective.

Your challenges:

  • Is debt or equity financing right for my company now?
  • How do I approach potential investors and what can I say?
  • What documents do I need when I meet with investors?
  • What are the key financing terms that I need to negotiate?
  • Do I have the right legal structure to take in investment?
  • How do I get ready for business and legal due diligence?
  • What are my next steps and how do I reduce my liability?

Our solution:

We help you navigate the funding process from beginning to end – from the initial financing model to the final wire at closing. Raising money has many moving parts and legal requirements. We will help you: determine your company’s best option to raise money; prepare and negotiate the necessary financing documents; navigate the legal complexities; and coordinate the final steps to bring in investment. Raising money is serious business. We will help you do it correctly, while preserving the opportunity to raise additional funds in the future.

Let`s Talk Funding

Funding services:

Funding preparation.

  • Assess legal readiness of company to raise money
  • Build spreadsheet to model ownership & financing terms
  • Prepare term sheet to outline key financing terms
  • Organize company and records for due diligence review

Debt financing.

  • Founder and stockholder loans
  • Convertible debt and SAFE financings
  • Venture debt deals
  • Commercial bank loans

Equity financing.

  • Friends and family equity rounds
  • Seed equity financings
  • Venture capital and private-equity deals
  • Strategic investment transactions


Growth funding for eventual sale.

Case Study


See how we helped AgraQuest during
its fund, grow and exit stages.

Case Study

Your business could be our next success story! Check out our case studies.

When you envision your own business journey, it helps to see what others have done at each stage along the way.

California Counsel Group has really focused and dug in on projects to advance and close financings, put key contracts in place and on-board key colleagues. For example, for our recent financing deals, they quickly got stockholder approval across many series of stock, so that we could close the initial funding rounds.

Jeffrey Symington, GroundMetrics, Inc

Your business could be our next success story! Read more from our clients.