Series A Fundraising & Consulting for Early Stage Technology Company

Series A Fundraising & Consulting for Early Stage Technology Company


Advised management of an early stage information technology venture in the securing of Series A funding from a private investor. Services included pricing of the offering, documentation of offering, and preparation of funding documents with legal counsel.

  • Facilitated due diligence process and coordinated numerous meetings with management and investor.
  • Aided in the creation of milestone-based funding scheme including independent market research and validation milestones and product development milestones.
  • Completed development of qualified incentive stock option program for key executives and staff.
  • Provided ongoing services to the board of directors, business model consulting and technology and systems design consulting.


  • Valuation
  • Advisory
  • Private Equity
  • Due Diligence
  • Joint Venture


Company subsequently raised more than $1M in private investment capital to finalize and launch product. Company secured multiple clients in the oil and gas industry on recurring monthly contracts for a mix of online and offline services.


Posted on

August 6, 2014