Our Services
Fractional General Counsel Services
Growing companies face a constant stream of legal questions — from contracts and governance to transactions and risk management — but hiring a full-time, in-house attorney isn’t always practical. That’s where a fractional general counsel comes in.
Atrivus Legal acts as your on-demand legal partner, delivering the same strategic guidance and ongoing support you’d expect from an in-house counsel — without the cost, commitment, or overhead. I integrate directly into your business, learn its operations and goals, and provide proactive, business-focused legal advice designed to protect your interests and help you make confident decisions.
Why Choose Fractional GC Services
A Smarter, More Flexible Approach to Legal Support
Modern businesses need more than just reactive legal help. They need a trusted advisor who understands their strategy, anticipates challenges, and builds solutions around growth. My fractional GC model is built to deliver exactly that — high-level counsel without the in-house price tag.
By partnering with Atrivus, you get:
✅ Strategic Counsel on Demand: Access experienced legal guidance whenever you need it — without a full-time hire.
✅ Business-Aligned Solutions: Get advice tailored to your operations, goals, and growth strategy.
✅ Scalable Support: Scale legal involvement up or down as your company’s needs evolve — from a few hours a month to full support during major initiatives.
✅ Cost-Effective Partnership: Choose flexible engagement models that align with your budget and priorities.
How Fractional General Counsel Works
I tailor my services to the stage and needs of each client. Whether you’re an early-stage company needing occasional legal guidance or an established business seeking strategic support, I adapt to provide exactly the level of counsel your situation requires.
My general counsel support often includes:
📑 Day-to-Day Legal Support: Drafting, reviewing, and negotiating contracts, NDAs, vendor agreements, employment documents, and commercial deals.
🧭 Governance & Board Advisory: Advising leadership on governance best practices, policies, and decision-making frameworks.
💼 Strategic Transactions: Guiding M&A activity, joint ventures, partnerships, and other growth-oriented initiatives.
🪙 Capital & Investment Counsel: Supporting fundraising, investor communications, and capital deployment strategies.
⚖️ Risk Management: Identifying and addressing legal risks before they become costly issues.
🤝 Executive Collaboration: Acting as a trusted member of your leadership team during planning, expansion, restructuring, or exit.
Who I Support
Fractional general counsel services are ideal for a broad range of businesses, including:
📈 Startups & Growth-Stage Companies that need ongoing legal support but aren’t ready for a full-time GC.
🏢 Established Companies looking for strategic legal guidance or additional bandwidth for their legal team.
🏗️ Investment Managers & Family Offices requiring regular oversight across multiple entities and transactions.
🏡 Real Estate Sponsors & Operators managing frequent contracts, deals, and investor communications.
What to Expect When Working With Atrivus
My approach is hands-on, collaborative, and focused on results. I don’t wait for problems to arise — I work alongside your leadership team to anticipate challenges, guide decisions, and help you execute your vision with confidence. My goal is to function not as outside counsel, but as an integral part of your business.
Here’s how a typical engagement unfolds:
Discovery: I learn about your business, operations, and legal priorities.
Strategy: I develop a tailored legal plan aligned with your objectives.
Integration: I participate in leadership discussions, review materials, and provide ongoing counsel.
Execution: I handle legal matters as they arise — from day-to-day issues to complex transactions.
FAQs
Q: How is fractional general counsel billed?
I offer flexible engagement models — including monthly retainers, hourly plans, and hybrid structures — so you can choose what best fits your business.
Q: Can I increase or decrease support over time?
Yes. Many clients start with limited hours and scale up as their business grows or as major projects arise.
Q: Do you work with in-house legal teams?
Absolutely. I often supplement internal teams by handling overflow work or bringing specialized expertise to the table.
Q: Can you handle specific transactions as part of GC work?
Yes. In addition to ongoing legal support, I frequently lead or oversee strategic transactions, investments, and partnerships.
Private Capital & Investment Counsel
Raising private capital is one of the most powerful ways to fund growth, launch new ventures, and build long-term value. It is also one of the most highly regulated and legally complex areas of business. Whether you are forming an investment vehicle, launching a private offering, or managing investor relationships, the legal framework around private capital can have a direct impact on your success.
Atrivus Legal provides practical, strategic counsel designed to help clients navigate the complexities of private capital transactions with clarity and confidence. I focus on aligning legal structures with your business goals so you can attract investors, manage risk, and close deals efficiently.
Why Clients Work With Atrivus
Business-First Legal Strategy
My approach to private capital is grounded in a deep understanding of both regulatory requirements and real-world business objectives. I help clients structure offerings, negotiate terms, and design investment vehicles that balance compliance with commercial outcomes.
By partnering with Atrivus, you get:
✅ Comprehensive Offering Support: Guidance through every stage of the private capital process, from early planning to final closing.
✅ Tailored Investment Structures: Legal frameworks built to match your goals, investor profile, and regulatory considerations.
✅ Risk Identification and Mitigation: Early detection of potential legal issues before they become costly problems.
✅ Investor Confidence: Clear, compliant documentation and disclosures that build trust and credibility.
Services I Provide
I assist clients across the full lifecycle of private capital activities, including:
📄 Private Offerings and Placements: Drafting and reviewing private placement memoranda (PPMs), subscription agreements, and investor disclosures.
🏢 Investment Vehicle Structuring: Forming funds, joint ventures, syndications, and special purpose vehicles (SPVs) tailored to your capital strategy.
🤝 Deal Documentation and Negotiation: Structuring and negotiating shareholder agreements, co-investment arrangements, and other transaction documents.
📈 Investor Relations and Compliance: Advising on ongoing disclosure, reporting obligations, and communication best practices.
🪙 Strategic Transaction Support: Guiding clients through acquisitions, exits, secondary sales, and other liquidity events.
Who I Support
My private capital services are designed to meet the needs of a wide range of clients, including:
Fund sponsors and managers
Real estate investment groups
Family offices and private investors
Startups and growth-stage companies raising capital
Joint venture partners and syndicators
My Approach
I act as a strategic partner from start to finish. That begins with understanding your goals and structuring a strategy around them, whether you are launching a new offering, creating a multi-entity platform, or managing ongoing investor relationships. My role is to make the process as efficient and effective as possible while maintaining strict regulatory compliance and protecting your interests.
FAQs
Q: Can you help with both equity and debt offerings?
Yes. I regularly advise clients on capital raises involving equity, convertible instruments, preferred structures, and debt offerings.
Q: Can you support first-time sponsors or new platforms?
Absolutely. I often guide clients through their first raise, helping them understand securities regulations, prepare offering materials, and engage with investors.
Q: What if I need legal help mid-offering?
I can step in at any stage of the process, from reviewing existing documents to restructuring an offering or assisting with investor communications.
Business Formation & Structuring
Every successful company starts with a strong legal foundation. The structure you choose at the beginning can shape everything that follows — from how you raise capital and manage ownership to how you protect your assets, govern your company, and plan for growth or exit.
At Atrivus Legal, I help founders, investors, and business leaders make smart decisions early, so they can focus on building and scaling their businesses with confidence. My approach is practical and forward-looking: I don’t just form entities — I design structures that work for your business today and adapt to where you want to go tomorrow.
Why Structure Matters
Choosing an entity isn’t just about filing paperwork. It’s about making strategic decisions that affect ownership, tax treatment, governance, liability, and long-term flexibility. I work closely with clients to ensure those decisions align with their goals — whether they’re launching a single-purpose vehicle or building a platform meant to grow across multiple ventures.
When you work with Atrivus, you get:
✅ Strategic Guidance: Clear recommendations tailored to your industry, growth plan, and business objectives.
✅ Future-Proof Structuring: Flexible legal frameworks that anticipate future funding rounds, ownership changes, or exits.
✅ Investor-Ready Documentation: Clean, professional governance documents that withstand due diligence.
✅ Business-Minded Advice: Legal guidance grounded in how companies actually operate — not just what the law requires.
Formation & Structuring Services
I provide comprehensive support at every stage of entity creation and corporate structuring, including:
🏢 Entity Selection & Formation – Guidance on whether to form an LLC, corporation, partnership, or hybrid structure, and preparation of formation documents with state and regulatory filings.
📑 Operating & Governance Documents – Drafting tailored operating agreements, shareholder agreements, bylaws, partnership agreements, and governance policies.
📈 Ownership & Equity Structuring – Designing capitalization tables, profit interests, vesting schedules, and equity allocation strategies that support your long-term goals.
🤝 Multi-Entity & Layered Structures – Coordinating parent companies, management entities, joint ventures, and holding companies for complex business or investment platforms.
🔄 Reorganization & Conversion – Advising on restructurings, mergers, conversions, and ownership transitions as your company evolves.
Who I Work With
Atrivus regularly supports clients across the business lifecycle, including:
Entrepreneurs and founders launching new companies
Investment sponsors forming management and project entities
Real estate developers creating joint ventures or holding companies
Family-owned and closely held businesses planning for succession
Growth-stage companies preparing for capital raising or strategic transactions
My Approach
I take a hands-on, business-first approach to formation work. Rather than simply providing boilerplate documents, I aim to understand your business model, risk profile, growth plans, and investor strategy — then structure your company accordingly. My goal is to set you up for success from day one, while building in the flexibility you’ll need as your business scales and evolves.
FAQs
Q: How do I know which entity type is right for me?
I help clients evaluate their options based on liability, tax treatment, ownership goals, and long-term plans — then guide them through the formation process step-by-step.
Q: Can you help with multi-entity structures or holding companies?
Yes. I frequently design and implement multi-entity structures for investment platforms, real estate projects, and operating companies with multiple revenue streams.
Q: What if I already have a business but need to restructure?
I assist clients with reorganizations, conversions, and mergers to align their structure with new business objectives, growth strategies, or investor requirements.
Compliance, Advertising & Regulatory Review Services
In today’s regulatory environment, the way you communicate with clients, investors, and the public is as important as the services you provide. Whether you’re an RIA, broker-dealer, fund sponsor, or investment platform, your marketing materials and investor communications must meet a complex web of SEC, FINRA, and state-level requirements.
Atrivus Legal helps clients navigate that complexity. I review, revise, and guide communications and marketing content to ensure they comply with applicable regulations, minimize risk, and build trust — without sacrificing their business impact.
Why Compliance Review Matters
Even well-intentioned marketing language can create regulatory exposure if it includes unsubstantiated claims, omits key information, or misleads investors. Regulators are increasingly focused on advertising practices — from website content to social media posts — and the consequences of noncompliance can include fines, enforcement actions, and reputational damage.
My goal is to make compliance a strategic advantage. I approach every review with a business-focused mindset:
✅ Proactive: I identify potential issues before materials are distributed, so you can avoid costly missteps.
✅ Practical: My feedback balances legal requirements with commercial objectives, ensuring your message stays strong.
✅ Comprehensive: I examine every detail — from disclosures and disclaimers to performance data, endorsements, and language.
✅ Ongoing: I partner with clients over time, providing continuous guidance as regulations evolve and marketing strategies change.
What I Review
Atrivus offers detailed legal review and feedback across a broad range of client communications, including:
📄 Offering Materials: Private placement memoranda (PPMs), subscription documents, investor decks, and term sheets.
💼 Marketing & Advertising: Websites, brochures, pitch decks, whitepapers, email campaigns, and client presentations.
📢 Broker-Dealer Communications: Sales scripts, marketing collateral, prospectuses, and client communications.
🪙 RIA Marketing Content: Performance advertising, testimonials and endorsements, marketing claims, and disclosures under the SEC Marketing Rule.
📱 Digital & Social Media: Social media posts, digital ads, newsletters, and thought leadership content.
My Compliance Review Process
I make the review process clear, efficient, and focused on results. Every engagement follows a thoughtful process designed to protect your business while keeping your messaging effective:
Initial Assessment: I conduct a full review of your materials to flag potential compliance risks, omissions, or prohibited language.
Detailed Redline & Recommendations: I provide practical, actionable edits and explanations designed to align your content with regulatory standards.
Regulatory Alignment: I ensure your materials are consistent with applicable FINRA, SEC, and state regulations — including FINRA Rule 2210, the SEC Marketing Rule, and Reg D advertising rules.
Ongoing Support: As your business grows and your communications evolve, I remain available for regular reviews and updates.
Who I Work With
My compliance and advertising review services are designed to support a wide range of clients, including:
📊 Registered Investment Advisers (RIAs): Guidance on marketing rule compliance, disclosures, and client-facing materials.
🏦 Broker-Dealers: Review of sales literature, public communications, and FINRA Rule 2210 compliance.
🪙 Fund Sponsors & Investment Managers: Review of offering documents, investor communications, and marketing strategies.
💻 Fintech & Investment Platforms: Oversight of website content, digital marketing, and user-facing disclosures.
🏢 Family Offices & Syndicators: Support for investor updates, pitch materials, and ongoing communication practices.
FAQs
Q: How often should my materials be reviewed?
I generally recommend a comprehensive review of your core materials once a year and any time you make significant updates. For many clients, I provide ongoing review on a rolling basis as new content is produced.
Q: Can you help us create a repeatable compliance process?
Yes. I often assist clients with building internal workflows, checklists, and policies to streamline review and approval before materials are published.
Q: Do you assist with regulator filings or inquiries?
I do. Atrivus can help respond to SEC, FINRA, or state regulator requests, including deficiency letters and comment responses.
Q: What is the typical turnaround time for a review?
Most materials can be reviewed within 3–5 business days. Expedited review is available for time-sensitive projects.