a small sampling of Caddis Consulting projects.

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Fundraising and Investing

Worked with multiple startups, VCs, and angel groups to get their corporate documents in order, prepare and review investment agreements and documentation, issue equity, prepare cap tables, and facilitate due diligence and deal analysis. Over $250m+ in financing and funding transactions handled. I’ve also handled transactions for companies in Y Combinator, Techstars, and numerous other accelerators as well as multiple exit transactions.

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Inventory CrowdFunding

Worked to develop an inventory crowdfunding business model. Drafted contracts, ensured compliance with existing securities laws, and established due diligence processes. Met with the SEC regarding the business model. Over $200m funded.

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VC SYNDICATION SERVICE

Co-founded a service to expedite the syndication process for investments between $100k-$1m+ into early-stage companies. Work included analyzing existing federal and state rules and regulations, meeting with the Colorado Securities Commissioner, and creating a software platform to act as an end-to-end solution.

CPG

Worked with numerous CPG companies in areas related to fundraising, legality, acquisition, company formation, contract negotiation, business structure, and business modeling.

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Blockchain

Participated in the Colorado Blockchain Council to formulate strategies and regulations for the State of Colorado with regarding to Blockchain technology an its impact on securities law, taxation, banking regulation, etc.

Helped with Colorado Blockchain, a group with over 2,500 members.