All NewsFinancing & Deals


During lunch with a potential investor you notice the investor is deep in thought. What are they thinking about? Their soup? Their next appointment? Your awesome slide deck?

Probably not.

If he took the appointment, he knows you are looking for money.

You do not need to take a psychic to lunch.

Here is what the potential investor is contemplating:


  • What stage is this business and how much more money will it take?


  • Can this team pull it off – and do they appear to be receptive to help?


  • Can I help them with my network or business experience?


  • What are the terms of the deal?


  • What is management’s experience?


  • What is the potential market and how do we get there?


The meeting is happening — you’re halfway there.


Our Disclaimer.  As a law firm, we have to be careful that we do not inadvertently create an attorney-client relationship. So, to be clear, the information provided in this checklist is not intended to and does not constitute legal advice, recommendations, or legal counseling. This information is for your general review and consideration. Your visit to our website or your use of this checklist does not create an attorney-client relationship. We do not guarantee or warrant the completeness, accurateness or usefulness of this checklist.  You use the information in this checklist at your own risk. You should not rely upon the information without seeking the advice of a competent attorney licensed in your jurisdiction.

Using Our Documents.  The documents, like this checklist, that we make available on our website are provided on a non-exclusive license basis. In other words, they are intended for your personal use – not for commercial purposes. You do not have the right to re-license, subsidence, distribute, assign or transfer such limited license. We make no representations about the documents we provide regarding their suitability, legal effect, completeness, accuracy, appropriateness or reflectiveness of current law or business practices. The documents are provided “AS IS” and we expressly disclaim any other warranties actually made or implied. The documents may not work for your purposes or for your particular circumstances. You should consult your own attorney, as the documents we provide are only samples.
Contact Us.  If you would like to discuss the information in this checklist, please contact us at (540)443-9272 or

Print This Post Print This Post