Skip to main content

Track

Deal Documents for Venture Deals

Explains the main documents involved in venture financing deals, including key legal and business points and considerations for drafting and reviewing the documents. Documents covered include amended and restated certificates of incorporation, stock purchase agreements, voting agreements, convertible notes, and more.

CLE Available

CLE credit details

  1. Alabama

    Category:
    General
    Credit hours:
    1.2
    Status:
    Applied For
  2. Alaska

    Category:
    General
    Credit hours:
    1.2
    Status:
    Available for Credit
  3. Arizona

    Category:
    General
    Credit hours:
    1.25
    Status:
    Available for Credit
  4. California

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  5. Colorado

    Category:
    General
    Credit hours:
    2.0
    Status:
    Approved
  6. Connecticut

    Category:
    General
    Credit hours:
    1.25
    Status:
    Available for Credit
  7. District of Columbia

    Category:
    General
    Credit hours:
    1.2
    Status:
    Non-MCLE
  8. Florida

    Category:
    General
    Credit hours:
    1.5
    Status:
    Approved
  9. Georgia

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  10. Hawaii

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  11. Idaho

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  12. Illinois

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  13. Iowa

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  14. Maine

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  15. Maryland

    Category:
    General
    Credit hours:
    1.2
    Status:
    Non-MCLE
  16. Massachusetts

    Category:
    General
    Credit hours:
    1.2
    Status:
    Non-MCLE
  17. Michigan

    Category:
    General
    Credit hours:
    1.5
    Status:
    Non-MCLE
  18. Minnesota

    Category:
    General
    Credit hours:
    1.25
    Status:
    Applied For
  19. Mississippi

    Category:
    General
    Credit hours:
    1.3
    Status:
    Approved
  20. Missouri

    Category:
    General
    Credit hours:
    1.5
    Status:
    Available for Credit
  21. Montana

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  22. Nebraska

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  23. New Hampshire

    Category:
    General
    Credit hours:
    1.25
    Status:
    Available for Credit
  24. New Jersey

    Category:
    General
    Credit hours:
    1.5
    Status:
    Reciprocity
  25. New Mexico

    Category:
    General
    Credit hours:
    1.2
    Status:
    Approved
  26. New York

    Category:
    Areas of Professional Practice
    Credit hours:
    1.5
    Status:
    Approved
  27. North Carolina

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  28. North Dakota

    Category:
    General
    Credit hours:
    1.25
    Status:
    Available for Credit
  29. Ohio

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  30. Oklahoma

    Category:
    General
    Credit hours:
    1.5
    Status:
    Approved
  31. Oregon

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  32. Pennsylvania

    Category:
    General
    Credit hours:
    1.0
    Status:
    Approved
  33. Rhode Island

    Category:
    General
    Credit hours:
    1.5
    Status:
    Approved
  34. South Carolina

    Category:
    General
    Credit hours:
    1.2
    Status:
    Approved
  35. South Dakota

    Category:
    General
    Credit hours:
    1.2
    Status:
    Non-MCLE
  36. Tennessee

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  37. Texas

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  38. Utah

    Category:
    General
    Credit hours:
    1.0
    Status:
    Applied for upon completion
  39. Vermont

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
  40. Virginia

    Category:
    General
    Credit hours:
    1.5
    Status:
    Approved
  41. Washington

    Category:
    Law & Legal Procedure
    Credit hours:
    1.25
    Status:
    Approved
  42. Wyoming

    Category:
    General
    Credit hours:
    1.25
    Status:
    Approved
Start Track
  1. still frame from Conversion and Anti-Dilution Protection 14 min

    Amended and Restated Certificates of Incorporation

    A walkthrough of an Amended and Restated Certificate of Incorporation (also called the Amended and Restated Charter) used in a venture capital transaction, with a focus on the sections governing preferred stock.

  2. still frame from Registration Rights 10 min

    Investor Rights Agreements

    A walkthrough of a typical Investor Rights Agreement, including explanations of its main provisions.

  3. still frame from Drag-Along 9 min

    Voting Agreements

    A walkthrough of a typical Voting Agreement, including explanations of its main provisions.

  4. still frame from Ancillary Documents 7 min

    Ancillary Documents

    Venture financing deals include several ancillary documents, in addition to the principal deal documents, that cover important legal and business issues. This course describes the ones most commonly used.

  5. still frame from Main Features of Convertible Notes 15 min

    Convertible Debt Financings

    Convertible debt financings are a common alternative to priced equity rounds. This course explains convertible debt financings and their most common form, convertible notes. It also describes alternatives to notes, such as SAFEs and KISSes.