New potential opp for someone below - I confirmed with the person that it is true advisory for now, not tech-enabled, though tech could be a component in the future. Anyone who this would be a good fit for? “I’m looking to create a philanthropic advising service focused on the $250 billion sitting in donor-advised funds (DAFs). The goal is to guide high-net-worth individuals toward making social impact investments that align with their values and priorities. Before I begin working with beta testers, I want to ensure I fully understand what I need to legally, given significant regulatory considerations. I have an excellent compliance contact, and I also want to confirm that I have the appropriate client agreements in place.”

!here seeking a commercial litigator in CA to support Planful (where I’m a GC) in commercial dispute. Standard situation of a B2B software early cancellation by a customer. Thank you!

Hey all, I'd like to refer one of our corporate clients to someone who can provide a comprehensive consultation on QSBS. They want to repurchase some stock, which we've flagged as a risk to QSBS eligibility. We can get a Carta QSBS attestation, but we and the client prefer to have a conversation about the implications. NOTE: we would like to establish an ongoing of counsel relationship with someone who can provide this type of tax related work for our clients.