Investment

Velaris is a smart customer success platform helping B2B companies grow, retain, and deepen customer relationships. It combines data, automation, and collaboration in one place so teams can reduce churn and maximize long-term value.

We’ve reached the final step in our investment journey: closing. Over the past few months, we’ve unpacked everything from term sheets to liability clauses, and now it’s time to bring it all together.

April kicks off with jokes, but your contracts shouldn’t be one of them. It’s the season of harmless pranks, but when something unexpected shows up in your investment docs, it’s not so funny. That’s why now’s a good time to talk about a clause that’s easy to overlook but critical when things go sideways: limitation of liability.

The days are getting longer, the air feels lighter, and everything is coming back to life. If fundraising is on your to-do list, now’s the time to tidy up your investment agreements. Just like spring cleaning, a little attention now can save you from headaches later. So let’s dive into condition precedent and subsequent.

Valentine’s Day may be over, but when it comes to fundraising, there’s still one love letter that matters—your disclosure letter. Done right, it protects you, builds trust with investors, and keeps your deal on track. Let’s dive in.

Happy New Year! We hope you enjoyed the holidays. Whether you’re all about “new year, new me” or sticking with what works, we’re here for it. Now, let’s dive into this month's newsletter, where we turn legalese into human-speak. This time, it’s all about representations and warranties in investment agreements. Let’s go!

Knowing when and how to approach investors is critical, especially for first-time founders. In this first edition of our two-part series, our CEO, Stefan Surina, shares his insights on the early steps of the fundraising journey. Let’s jump in!

Can you believe it’s December already? With the end of the year in sight, it’s almost obligatory to reflect on everything we’ve built and gear up for what’s ahead. Today, we’ll talk about the investment agreement, a document that turns a handshake into an official partnership. Ready to explore? Let’s go.

If you want your startup to succeed, you need to get your cap table just right. Whether raising your first funds or preparing for a Series B, mastering your cap table is key to keeping everyone invested in the business long term. In this post, we’ll explain what a cap table is, what it includes, and how to manage it as your company grows.

With winter on our doorsteps, it’s the perfect time to give your startup a quick checkup. Take a closer look at your finances and legal documents to make sure everything’s in order before the year’s final stretch. Coincidentally, that’s what due diligence is all about too. Let’s dig a little deeper!

With Halloween just around the corner, it’s the perfect time to face your fears. Arguably, understanding legal terms can be a nightmare. That’s why we’re back with a new edition of our newsletter dedicated to turning legalese into a language people actually speak. And today's focus is: ESOP pool.

Autumn is often a very challenging season - and this year especially. One thing that isn’t changing is our commitment to explaining complex legal constructs in simple terms. Today, we’re talking about another key piece in the fundraising puzzle: board composition clauses.

Bad news? Summer's almost over. Good news? We’re back with a new edition of our newsletter. Today, we’re highlighting another key investment term: founder lock-up. We bet you heard about it, but do you know why it’s so important for both founders and investors? Let’s get started.

It's official - summer is in full swing. As you take a break from work (or sunbathing), dive with us into the topic of information rights provisions that you’ll find in your typical term sheet. Read on to see how these provisions work and why they matter to your startup

The last pre-summer newsletter is here - and with it some light food for thought to pair nicely with drinks on a beach. Today, we’re going to talk about how a typical term sheet deals with investor voting rights.