Venture Law for Funds and Investors

Why Choose Us

Ulmer & Berne’s Venture Law Group provides timely, efficient, and effective legal services to all of our investor clients. We work with major venture capital, private equity, and hedge fund clients, as well as individual angel investors, to ensure that the process of making investments in portfolio companies is efficient and comprehensive. Our attorneys’ experience in managing investment funds as well as making similar investments gives us strong market knowledge and a deep understanding of the critical issues in these transactions.

Who We Assist

We represent investors in all stages of investment, including individual angel investors, angel funds, and true venture funds of all types and sizes. Our experienced attorneys support clients across the full range of fund and financing models, including early stage and venture capital, to later stage equity, leveraged buyouts, and IPOs. Our experience as founders and funders gives us an edge in assisting clients with developing and implementing their investment strategies. We assist investment funds with fund formation, due diligence of potential portfolio investments, and analysis and negotiation of potential investment deals. We also work with individual investors and investor syndicates to execute deals.

What We Do

In addressing the entire range of your needs, our attorneys carefully listen, engage, and provide innovative solutions to complex matters in a cost-effective manner. Our multidisciplinary attorneys are invested in helping our clients succeed, and work together seamlessly to provide a comprehensive range of services, including but not limited to:

  • Fund formation and structuring
  • Tax matters
  • Securities and regulatory compliance
  • Investments in funds
  • Fund administration and transfers of fund interests
  • Investments in portfolio companies and related issues, including creative deal structuring; providing corporate governance and special committee counseling; negotiating and drafting clear, thorough transaction agreements and documents; coordinating local or special counsel (nationally and internationally); structuring new transaction vehicles; and exit events and portfolio company dispositions
  • Compensation and estate planning for principals and partners

As with our other business disciplines, the firm’s Venture team is integrated and multidisciplinary, drawing on our firm-wide securities, tax, ERISA, technology, and related business and transaction expertise to provide a comprehensive range of services to assist our clients as they address complex business challenges and investment opportunities.


Representative Experience