Formation & Beyond for Gen-Z SaaS Founder

Industry

Early-Stage SaaS

What we did

Business Formation, Cap Table Setup, Compliance Automation

Awards

FFB '25

Objective

Stand up a Delaware C-Corp, multi-state EIN, and investor-grade cap table in <72 hours.

What we've done

1. Instant intake, auto-populated formation docs.

2. Cap table seeded in Carta, pro-forma SAFEs uploaded.

3. Compliance calendar + SlackBot reminders.

Creative Process

1. 90-Second Intake | Founder answers 12 questions.

2. Doc Engine | OpenAI-powered clause builder; human QC.

3. State & IRS Filings | API calls + e-signature.

4. Cap Table | Pre-money pool, vesting schedules, option waterfall.

5. Founder Handoff | Portal tour, encrypted vault, investor-ready PDF packet.

Results

Entity approved in 2.7 days, zero rejections.

Saved $1,240 vs. Big-3 consultancy proposal.

Founder raised $300 K pre-seed two weeks later—docs accepted without edits.

NPS: 96.

Conclusion

Speed doesn’t mean sloppy; it means orchestrating APIs, legal brains, and killer UX in perfect sync.

More Info