How do you handle investor distributions and waterfall calculations?
We integrate with major cap table management platforms like Carta to quickly review all investor documents, calculate distributions according to your specific waterfall structure, and ensure accurate payments to all stakeholders. Our platform automates this process to maintain accuracy and compliance.
We integrate with major cap table management platforms like Carta to quickly review all investor documents, calculate distributions according to your specific waterfall structure, and ensure accurate payments to all stakeholders. Our platform automates this process to maintain accuracy and compliance.
What documents will clients need to provide?
We handle the entire process from start to finish: managing waterfall calculations, distributing remaining funds to investors, and preparing detailed Closing Statement of Investment (CSI) documentation. We automatically send CSI documents to all investors on the cap table, tracking their invested capital and returns, making it simple for everyone to process their investment write-offs.
We handle the entire process from start to finish: managing waterfall calculations, distributing remaining funds to investors, and preparing detailed Closing Statement of Investment (CSI) documentation. We automatically send CSI documents to all investors on the cap table, tracking their invested capital and returns, making it simple for everyone to process their investment write-offs.
What does the dissolution process include?
Our process has three main steps: legally dissolving the company, winding up company affairs, and distributing assets to investors. We handle 90+ moving parts as a one-stop shop for the entire process.
Our process has three main steps: legally dissolving the company, winding up company affairs, and distributing assets to investors. We handle 90+ moving parts as a one-stop shop for the entire process.
What types of companies do you help?
We help all types of companies, from single-entity startups to venture-backed unicorns. Each company receives a unique and customized dissolution plan based on their specific situation. Our platform has handled hundreds of shutdowns across different stages, from pre-seed to Series C+ companies
We help all types of companies, from single-entity startups to venture-backed unicorns. Each company receives a unique and customized dissolution plan based on their specific situation. Our platform has handled hundreds of shutdowns across different stages, from pre-seed to Series C+ companies
How do you protect our firm from future liabilities?
Our team of lawyers and dissolution experts specialize in shutdowns, ensuring no stone is left unturned. We ensure complete compliance across all jurisdictions, obtain necessary releases, and properly close all entities, protecting board members and investors from future claims.
Our team of lawyers and dissolution experts specialize in shutdowns, ensuring no stone is left unturned. We ensure complete compliance across all jurisdictions, obtain necessary releases, and properly close all entities, protecting board members and investors from future claims.
Can you help portfolio companies sell their IP?
Yes, through our Deal Flow program, we connect portfolio companies with potential buyers for their IP and assets, helping maximize remaining value.
Yes, through our Deal Flow program, we connect portfolio companies with potential buyers for their IP and assets, helping maximize remaining value.
How long does the dissolution process usually take?
Most customers dissolve within days or weeks, working at your speed. Timing depends on document provision and state processing times, which can often be expedited for additional fees.
Most customers dissolve within days or weeks, working at your speed. Timing depends on document provision and state processing times, which can often be expedited for additional fees.
What's involved in properly closing out investor obligations?
We handle shareholder notifications, manage final distributions, prepare tax documentation, and ensure all investor-related compliance requirements are met.
We handle shareholder notifications, manage final distributions, prepare tax documentation, and ensure all investor-related compliance requirements are met.
