Savvi Legal

Savvi Legal

Legal Services

Provo, UT 538 followers

A lifecycle legal & financing platform with integrated services for founders & investors.

About us

Streamlining legal and capital operations for funds (https://savvi.legal/funds) and founders.

Website
http://www.savvi.legal/funds
Industry
Legal Services
Company size
11-50 employees
Headquarters
Provo, UT
Type
Privately Held
Founded
2017

Locations

Employees at Savvi Legal

Updates

  • View organization page for Savvi Legal, graphic

    538 followers

    View profile for Matthew Roberts, graphic

    Serial Founder | Angel Investor | Re-inventing the Private Capital Experience for Funds, Founders, and Service Professionals.

    Announcing PaperOS: Unlocking Scale for Private Capital Ecosystems We're excited to introduce PaperOS, the AI-powered Platform as a Service (PaaS) for Funds, Service Providers, and Developers serving the Private Markets. Historically, private capital operators, investors, and service providers have grappled with disjointed, overpriced SaaS solutions. PaperOS offers a comprehensive front and back-office platform, adaptable to your custom Paper Ecosystem - covering everything from Entities and Filings to Equity, Fundraising, Investments, Governance, Employees, and Partners. 🚀 Case Study Highlight: Savvi Legal (www.savvi.legal) Utilizing PaperOS, we developed Savvi Legal – a blend of SaaS and AI-enabled services designed for the venture ecosystem. Savvi Legal has empowered thousands of founders and funds, simplifying processes like entity formation, compliance (including CTA and Form ADV), cap tables, fundraising, and due diligence. Savvi also partners with a network of attorneys and service providers seeking to elevate their practice with AI tools, client enablement, and knowledge licensing. 🔍 What’s Next? Stay tuned for more case studies of Funds, Developers, and Service Providers that are driving growth and efficiency with PaperOS. 📣 Call to Action Know a fund, service provider, or developer who could benefit from PaperOS? Tag them below! Interested in seeing PaperOS in action? Send us a DM to arrange a demo. For Funds: www.paperos.com/capital For Providers: www.paperos.com/practice For Developers: www.paperos.com #PaperTech #privatecapital #venturecapital #vc #privateequity #privateequityfunds #realestatefunds #realestatetech #legaltech #startups #devtools

    PaperOS | where paper scales.

    paperos.com

  • View organization page for Savvi Legal, graphic

    538 followers

    View profile for Jonathan Engle, graphic

    CEO @ Startup Stack | $2M+deals on software, services, and benefits in one place | White label our platform!

    The Startup Stack wouldn't be where it is without the help of Dan Roberts, Co-Founder of Savvi Legal (and the rest of their amazing team)! Savvi Legal is a game changer for a founder's legal work... Oftentimes I find myself using their self-service legal workflows to seamlessly create documents that would cost 3-4x what it does outside of their platform. Tomorrow we'll have an exciting discussing with Forecastr to talk about your data room. I combed through so many of these when I was in VC, and... there was a lot of room for improvement. ;) Come learn best practices and understand what investors expect to see from you when considering investment in your company. This free session is tomorrow at 12pm MT (2pm ET). In addition to the knowledge you'll gain, we'll have exclusive deals from all three of the hosts! Cram in another event before kicking your feet up for the holidays. 🎅 👉 REGISTER HERE: https://lnkd.in/gvRjnzAC #fundraising #duediligence #startups #entrepreneurship

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  • View organization page for Savvi Legal, graphic

    538 followers

    View profile for Jeff Erickson, graphic

    Forecastr | Startup Advisor | Angel Investor

    Are you planning to raise capital in 2024? ..... Then make sure you join us for this special event TOMORROW (Dec 12)!!!! I'm excited to have Dan Roberts, Co-Founder of Savvi Legal, talk about best practices when it comes to creating your data room for investors. We will talk about the diligence that investors go through when evaluating whether they make an investment and tips to increase their confidence in you as a founder. Make an investment in the future of your startup by attending this free session tomorrow at 12pm MT (2pm ET). You will come away with more confidence to go into your next funding round and actionable steps you can take immediately to prepare for fundraising. Also ---- Jonathan Engle, CEO of Startup Stack, will be joining us with some special discounts and free offers on tools that can help you prepare to fundraise. Don't miss out --- See you tomorrow!!!! 👉 REGISTER HERE: https://lnkd.in/gvRjnzAC #startups #founders #fundraising

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  • Savvi Legal reposted this

    View organization page for Forecastr, graphic

    5,775 followers

    We are excited to team up with Savvi Legal to share how to create a killer data room! We’ll cover best practices, pro tips, and insights on organizing one, what software is available, documentation and visibility, and more! This event is happening live on Tuesday, December 12 at 2pm ET! Claim your spot here: https://lnkd.in/gYTRVk98 #founders #startups #dataroom #fundraising

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  • Savvi Legal reposted this

    View organization page for Savvi Legal, graphic

    538 followers

    Why are financial models so crucial for startups and SMBs? 🤔 They provide a clear roadmap to success, guiding you through financial challenges, attracting investors, and enabling data-driven decision-making. 📊💪 You can leverage financial models to work for you, but it’s important that they’re built properly. We’re partnering with Forecastr to show you how it’s done! This event is an interactive session as they build a real financial model for a real founder. 🗓️: August 31, 2023 ⏰: 2 PM ET Register ⤵️: https://lnkd.in/gxwNpGYF #startups #founders #financialmodel #finance

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  • View organization page for Savvi Legal, graphic

    538 followers

    Why are financial models so crucial for startups and SMBs? 🤔 They provide a clear roadmap to success, guiding you through financial challenges, attracting investors, and enabling data-driven decision-making. 📊💪 You can leverage financial models to work for you, but it’s important that they’re built properly. We’re partnering with Forecastr to show you how it’s done! This event is an interactive session as they build a real financial model for a real founder. 🗓️: August 31, 2023 ⏰: 2 PM ET Register ⤵️: https://lnkd.in/gxwNpGYF #startups #founders #financialmodel #finance

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  • Savvi Legal reposted this

    View organization page for Savvi Legal, graphic

    538 followers

    In this live event on July 25th, we’re partnering with Forecastr to bring you “Financial Model Teardown”! Logan Burchett will be tearing down financial models from real companies and offering suggestions from an investor’s perspective. If you haven’t been to one of these Teardowns, you’re missing out on what you could implement to improve your financial model! We will offer insights on: 1️⃣ Leveraging your financial model to impress investors 2️⃣ Top-Down vs. Bottom-Up: which is better? 3️⃣ How to make your financial model dynamic and work for you We will be offering demos, templates, and more! If you’d like to participate in one of these events by having your financial model reviewed for FREE, submit yours here: https://lnkd.in/gGyQCBsi Set your alarms for 2 pm ET! Don’t wait, register now! ⤵️ https://lnkd.in/gF7Yc2sT #financialmodeling #businessinsights #finance

    • No alternative text description for this image
  • View organization page for Savvi Legal, graphic

    538 followers

    In this live event on July 25th, we’re partnering with Forecastr to bring you “Financial Model Teardown”! Logan Burchett will be tearing down financial models from real companies and offering suggestions from an investor’s perspective. If you haven’t been to one of these Teardowns, you’re missing out on what you could implement to improve your financial model! We will offer insights on: 1️⃣ Leveraging your financial model to impress investors 2️⃣ Top-Down vs. Bottom-Up: which is better? 3️⃣ How to make your financial model dynamic and work for you We will be offering demos, templates, and more! If you’d like to participate in one of these events by having your financial model reviewed for FREE, submit yours here: https://lnkd.in/gGyQCBsi Set your alarms for 2 pm ET! Don’t wait, register now! ⤵️ https://lnkd.in/gF7Yc2sT #financialmodeling #businessinsights #finance

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  • View organization page for Savvi Legal, graphic

    538 followers

    Thanks for hosting a great event Zeni!

    View profile for Pete Larkin, graphic

    VP GTM @ Parlay | Head of Silicon Slopes Marketing & SaaS Chapters | MBA

    Had a great time golfing with Zeni today! Snehal Shinde from Zeni, and Matthew Roberts and Fischer Balfe from Savvi Legal were great company. Very patience 😜 Awesome to learn their origin stories and get deeper into what they are currently working on. If you haven’t heard of them yet, make sure to check out their companies and connect with them here on LinkedIn. Big things to come from them all. 🙌🏼🙏🏼

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