Investor + Fund Matters
Investor and Fund Counsel for Venture and Private Investment Matters
For venture funds, private investors, emerging managers, family offices, strategic investors, and investment vehicles working through financings, side letters, portfolio company matters, fund questions, and private investment structures.
Based in New York. Working with clients across the U.S. and internationally.
How Jason Helps
Advise investors and funds on venture financings, side letters, pro rata rights, information rights, management rights, portfolio company matters, and investment documentation.
Help investors understand how rights, economics, governance, allocation, and follow-on strategy interact across a portfolio company’s financing history.
Support fund and private investment matters with attention to the transaction, the relationship, and the downstream rights being created.
Where This Fits
When to Reach Out
- You are investing in a startup, negotiating a side letter, reviewing a financing package, or protecting follow-on rights.
- You need support on fund, SPV, private investment, portfolio company, or investor-side transaction matters.
- You want an investor-rights or side-letter issue understood before it becomes a governance or allocation fight.
Common Matters
- Investor-side SAFE, note, preferred stock, bridge, and follow-on financing support.
- Side letters, pro rata rights, information rights, management rights, MFNs, and investor-rights review.
- Fund-related matters, private investment structures, portfolio company transactions, and strategic investment support.
- Waivers, amendments, diligence review, ownership questions, and allocation mechanics.
FAQ
Can Jason advise investors as well as companies?
Yes, subject to conflicts and engagement terms. Jason works with companies, investors, and funds on startup and venture financing matters.
Why do investor side letters matter so much?
Side letters can affect information rights, pro rata rights, board visibility, management rights, MFNs, transfer rights, and future allocation.
Can Jason help with fund or SPV matters?
Yes. Jason handles fund and private investment matters, including private investment structures and portfolio-company transaction support.
What should investors review before signing a startup financing?
Investors should understand the security, economics, conversion mechanics, side rights, diligence record, governance implications, and how the investment fits future financing strategy.
Related Notes
Practical writing connected to this work.
Contact
Discuss a potential matter.
Email Jason or schedule an intro to talk through what you are building, financing, negotiating, buying, selling, or cleaning up.