Equity Investments and Financing

General description

We advise all parties to an investment venture, including start-ups, venture capital funds, business angels, and family office entities. We offer assistance in raising capital to finance investment projects and the growing need for development capital.

How can we help you?

  • Financing Acquisition

    We assist businesses in securing financing, including bond issuance, convertible debt issuance, loans, and credits.

  • Investment Process Management

    We provide comprehensive support for investments in Polish companies, including startups (from term sheets through legal due diligence to the investment agreement).

  • Equity and Debt Financing

    We advise on obtaining both equity and debt financing.

  • Investment Analyses and Documents

    We prepare relevant analyses and documents, such as business plans, investment memorandums, and investment documents.

  • Due Diligence

    We conduct an audit of the target company before the investment.

  • Financing Rounds

    We guide you through successive financing rounds, including mapping investment risks, transaction structure modeling, document drafting, support during agreements and negotiations, and preparing for closing or exiting the investment.

  • Ownership Supervision

    We support ownership supervision after the investment and resolve corporate disputes.

  • Documentation Review

    We review documentation in portfolio companies and assess risk.

  • Exit Strategy

    We assist in exiting an investment, including determining controlled divestment mechanisms from joint ventures, mapping transaction risks, transaction structure modeling, document drafting, support during agreements and negotiations, and preparing for closing.

Examples of our achievements

Venture Capital Investment: A direct investment worth 20 million PLN (equity financing and convertible debt), including due diligence, investment agreement, shareholders’ agreement, accompanying documentation, negotiations, and closing.

Venture Capital Investment: A direct investment worth 12 million PLN (equity financing and revolving debt), including due diligence, investment agreement, shareholders’ agreement, accompanying documentation, negotiations, and closing.

Joint Venture Project: Execution of a joint venture project worth 8 million PLN for a company in the IT new technology sector, including structuring, joint venture agreement, shareholders’ agreement, and preparation of accompanying documentation.

Angel Investor Investments: Execution of several investment projects by angel investors in startups, covering transaction modeling and structuring, due diligence, negotiations, investment agreements, shareholders’ agreements, and accompanying documentation, including cross-border projects. The value of individual transactions ranges from several hundred thousand PLN to 2 million PLN.

Private Equity Fund Support: Support for over 20 investments in seed-stage companies, including investment policy, limited legal, due diligence, model investment structure, model investment documentation, and ongoing negotiation support. The value of individual transactions does not exceed 1 million PLN.

Token-Based Transaction: Legal, tax, and compliance structuring of a transaction exceeding 1 million USD in value, executed in stablecoin tokens through an investment vehicle in the Caribbean.

Contact person

partner | attorney-at-law