Financing Questions & Checklist

Our worksheet helps you identify key issues before talking to a lawyer
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Securing financing -- whether equity or debt financing -- for your company could be one of the most important deals you do, and you're sure to have lots of legal questions about financing. Your lawyer will generally need to understand the amount, type, and stage of financing, whether the investors are venture capital firms, private equity firms, or individuals, and the parameters of previous financing rounds you’ve done.

Prepare for your first meeting or call with a financing lawyer using Priori’s financing resources, including our financing worksheet. Using our financing checklist, you’ll be able to think through your legal questions about financing in advance of your meeting with your lawyer. You can even send your financing worksheet directly to your lawyer, so your lawyer can prepare ahead of time and make your interaction as productive and cost-effective as possible. If needed, Priori can also connect you with a financing lawyer in our vetted network who can assist you with your legal questions about financing.

Complete these questions and we’ll email you a PDF to bring with you to your meeting with an attorney.
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Financing Questions & Checklist
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