CLIENT STORIES
Learn how we help innovative founders navigate complex legal challenges and scale with confidence.
A Genetics Technology Company Finds a Perfect Fit
The Challenge
A promising genetics-based life science company had been working with Fenwick, a prestigious law firm renowned for its expertise in the tech and life sciences sectors. While Fenwick delivered on basic transactional needs, the company felt lost in the shuffle of a large and impersonal firm. After acquiring one of our clients, the company observed firsthand the depth of engagement and tailored advice Valle Legal provided—without the excessive fees and bureaucracy that often accompany firms of that size.
Our Solution
Upon transitioning to Valle Legal, the company experienced a noticeable shift in the quality of legal support. We took the time to deeply understand their operations, scientific priorities, and strategic goals. By maintaining consistent and proactive communication, our team became an integral part of their leadership discussions. For example, when the company prepared for negotiations to a complex milestone-based investing term sheet, Valle Legal provided nuanced, forward-thinking solutions that aligned with their long-term vision.
The Outcome
The company gained a legal partner that offered the same high-caliber expertise they expected from Fenwick, but with the added benefit of highly personalized and accessible service. Freed from excessive invoices and impersonal interactions, the leadership team expressed renewed confidence in their legal strategy. Today, they consult Valle Legal on matters ranging from fundraising to governance, trusting us to provide high-value insight at every stage of their growth.
A Supply Chain Software Company’s Journey to Proactive Counsel
The Challenge
After completing their Series Seed with Cooley, the founders of a supply chain software company were eager to focus on scaling. However, they felt that Cooley had failed to adequately explain the implications of key deal terms, leaving them uncertain about their cap table structure and how those terms could impact future fundraising efforts. The lack of proactive communication led the team to seek out counsel that could not only address their immediate legal needs but also serve as a strategic partner as they scaled.
Our Solution
Valle Legal stepped in to provide clarity and confidence. We began by conducting a detailed review of their Series Seed documents, breaking down complex terms and highlighting potential challenges. Our proactive approach didn’t stop there. When the company began preparing for its Series A financing, we worked closely with the founders and officers to renegotiate unfavorable terms from the Series Seed round, ensuring their long-term interests were protected. Throughout the Series A process, we remained engaged and diligent, advocating fiercely for the founders to secure the best possible terms from their new investors.
The Outcome
The Series A financing closed on terms far more favorable to the founders, preserving their equity and ensuring better protections for the company’s growth. The founders expressed relief at having a legal team that took the time to explain, advocate, and act in their best interests. By avoiding the communication gaps of a larger firm like Cooley, Valle Legal empowered the leadership team to focus on scaling their business with full confidence in their legal strategy.
Laying the Foundation for AI Success
The Challenge
Three co-founders with a groundbreaking AI technology concept came to us at a critical juncture. While they shared a vision for disrupting their industry, they were struggling to align on ownership, roles, and expectations. Each founder brought something unique to the table—one had developed significant IP, another provided funding, and the third was driving business development—but their proposed ownership split left them feeling uneasy about fairness and clarity.
Our Solution
We didn’t just draft standard formation documents. Instead, we facilitated an open and honest dialogue among the founders to address critical questions head-on:
What happens if one of you leaves before an exit?
How should each person's contributions—whether IP, money, or time—impact ownership?
Who will control decision-making, and what should the management structure look like?
With these foundational issues resolved, we tailored agreements that clearly outlined each founder's roles, responsibilities, and equity ownership. We made sure every founder fully understood the implications, empowering them to move forward with confidence.
The Outcome
The company launched with a unified team and a solid governance structure. Later, when they closed a $10M preferred stock financing, their well-organized foundation gave investors confidence, and the founders credited the thoughtful groundwork we helped them establish as a key factor in their success.