A custom-built financial model tailored to your business, your stage, and your audience — whether you're preparing for a raise or building internal clarity around your numbers.

Every model is built from scratch around your actual business logic, not a generic template. Depending on your needs, it can include a model overview, assumptions dashboard, unit economics, revenue build, COGS, OpEx, burn rate and runway, valuation analysis, and investor waterfall. You get a clean, presentation-ready spreadsheet and training so you can defend it in a room.

This is particularly useful if you're approaching seed or Series A investors, preparing a SAFE or priced round, or simply need a credible financial foundation for strategic decisions.

What's included:

• Intake session to map your business model and assumptions

• Custom multi-sheet financial model in Excel or Google Sheets

• Two rounds of revisions

• Walkthrough session on delivery

• 20% discount on hourly rate for continued support

Complex models involving multiple entities, fund structures, or full cap table/waterfall mechanics are scoped individually. Book a consultation to discuss.

Launch your U.S. business with a strategic foundation — not just paperwork. This package pairs experienced legal and advisory guidance with the core formation services first-time and early-stage founders actually need.

What's included:

• Strategy and legal consultations (up to 10 hours — advisory services available regardless of jurisdiction; legal consultations limited to NY & federal law)

• U.S. entity formation — filing coordination in any U.S. state (acting as filing agent; legal advice on formation documents governed by NY law or referred to local counsel as applicable)

• EIN guidance(if requested)

• Third-party mailbox and virtual address setup(if requested)

• Operating Agreement or Partnership Agreement(New York entities)

• One additional contract — services agreement, consulting agreement, or founder/investor agreement (NY & federal law)

• Compliance and risk review(NY & federal law)

• 20% discount on trademark filing services and financial modeling

Outside New York? For entities formed outside New York, state-specific legal advice is handled through referral to or coordination with trusted local counsel. I act as your strategic advisor and primary point of coordination, and can assist in scoping and negotiating the local counsel engagement on your behalf. Up to $500 of the package fee may be applied as a credit toward local counsel fees — for your benefit, at your direction.

Ideal For: First-time founders, early-stage startups, and international entrepreneurs launching a U.S. business who want senior-level guidance, not a form-filling service.

Notes: Government filing fees and state notice/publication requirements (where applicable) are not included. Additional contracts, custom equity structures, regulatory matters, or services requiring local counsel beyond the included credit are quoted separately.

Strategic trademark guidance designed to protect your brand from the outset. This service goes beyond filing to ensure your mark is aligned with your business goals and positioned to minimize risk and future disputes.

Includes

• Trademark strategy consultation (30 minutes)

• Comprehensive trademark search

• Initial USPTO application filing

• Preparation and filing of Statement of Use

USPTO Fees
Government filing fees are not included (typically $350 per class).

Ideal For
Founders, creators, and businesses seeking to protect brand names, logos, or product lines in the U.S.

Notes
Office Actions, oppositions, or enforcement matters are not included and may be handled separately.

Ongoing strategic and legal-adjacent support for founders, startups, and growing businesses that need a trusted senior advisor without the cost of full-time counsel. I act as an outside strategic counsel, helping clients think through issues, structure decisions, and coordinate legal solutions before problems arise.

Scope of Services

• Strategic advisory access

• Business, governance, and risk guidance

• Review and coordination of contracts and policies

• Intellectual property and compliance strategy

• Coordination with local or specialized counsel when required

• Priority response time

Jurisdictional Scope

• New York: Legal services provided where permitted

• Outside New York: Advisory and coordination services only; state-specific legal advice is provided through licensed local counsel

Ideal For
Founders, startups, investment vehicles, and creative or technology-driven businesses seeking continuous strategic guidance with legal oversight.

Important Disclaimer

This service is primarily advisory in nature. Legal services are provided only in jurisdictions where the attorney is admitted. For matters requiring state-specific legal advice outside of New York, services are provided through referral to or coordination with licensed local counsel under separate engagement terms.

I assist with the preparation and filing of formation documents for LLCs, corporations, and partnerships in any U.S. jurisdiction. This service focuses solely on the administrative filing process, helping clients get their entities legally registered without providing state-specific legal advice.

Includes

• Strategy consultation (30 minutes)

• Preparation and filing of articles of organization or incorporation

• Filing with the appropriate state agency

• Delivery of formation certificates

• EIN guidance (if requested)

Ideal For
Founders, startups, and international clients who need a business entity formed quickly and efficiently across the U.S.

Strategic guidance and advocacy to address USPTO Office Actions efficiently and effectively. This service focuses on strengthening your application, responding with precision, and positioning your mark for approval.

Includes

• Strategy consultation regarding the Office Action

• Legal research and drafting of the response

• Communications with the USPTO examining attorney

Ideal For
Applicants who have received a non-final USPTO Office Action and want a clear, strategic response.

Notes
Final Office Actions, complex refusals (including likelihood of confusion or descriptiveness issues), or appeals may require a custom quote.

Clear, practical review of contracts governed by New York or Federal law, with a focus on risk, leverage, and business impact. I identify key issues, explain them in plain language, and advise on strategy and next steps.

Includes

• Review of up to 15 pages(additional pages: $25/page)

• Written summary of key risks and recommendations

• One (1) redline draft with recommended changes

• Optional follow-up strategy call (30 minutes)

Jurisdictional Scope
Legal services for this offering are provided under New York or Federal law. For contracts governed by other state or foreign laws, services may be provided through referral to or coordination with licensed local counsel.

Options

• Expedited (48 hours): + $200

• Expedited (24 hours): + $500

Clear, enforceable confidentiality and non-circumvention agreements tailored to business, investment, or creative relationships, governed by New York law.

Includes

• Drafting or revision of one (1) agreement

• Custom terms aligned with your business objectives

• New York choice-of-law provisions

• Three (3) revision rounds included

Jurisdictional Scope
Legal services for this offering are provided under New York law. For agreements requiring advice governed by the laws of other states or jurisdictions, services may be provided through referral to or coordination with licensed local counsel.

Strategic cease and desist letters designed to assert rights, preserve leverage, and resolve disputes efficiently, governed by New York and applicable federal law, without unnecessary escalation. This service focuses on practical outcomes and strategic positioning rather than full-scale litigation.

Includes

• Strategy consultation (30 minutes)

• Fact and risk assessment

• Customized demand letter

• Strategy review before sending

Fees The $1,000 minimum engagement fee applies to straightforward matters that can be addressed within the scope described above. Matters requiring substantive legal research, multi-party analysis, review of extensive documents, or otherwise involving heightened complexity are billed at an hourly rate above the minimum. Scope and estimated fees will be discussed and confirmed in writing before work begins.

Jurisdictional Scope
Legal services for this offering are provided under New York law and applicable federal law. For matters involving rights or disputes governed by other state laws, services may be provided through referral to or coordination with licensed local counsel.