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Service Providers & Advisors

Guidance on choosing lawyers, accountants, fundraising advisors and other service providers. Learn what each partner does, what it costs and how to pick the right fit for your stage.

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Founder celebrating after incorporating a startup through an online legal formation service
Startup Formation and Legal Tech Services Compared
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Founder presenting progress to investors, representing a regular investor update
Investor Updates That Keep Investors Warm
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Colleagues reviewing event performance statistics to measure sponsorship return on investment
Measuring Event ROI for Sponsors and Exhibitors
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Manager presenting booth performance analysis on an interactive board
Exhibiting at Investor Events: A Booth ROI Playbook
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Speaker developing a session pitch for an investor and startup conference
How to Get Booked as a Speaker at Investor and Startup Events
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Team reviewing sponsorship results together after an investor conference
How to Sponsor an Investor Conference: What Sponsorship Actually Buys
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Finance professional reviewing a 409A valuation report for employee stock options
Choosing a 409A Valuation Provider: What Actually Matters
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Office worker celebrating a milestone, representing investor relations in a private company
Investor Relations for Private Companies: Building the Function Before You Need It
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Founders reviewing insurance requirements investors expect before wiring funds
Startup Insurance and D&O: What Investors Require Before They Wire
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Composite digital interface representing fund administration and transfer agent systems
Fund Administrators, Transfer Agents and Cap Table Admins: Who Does What
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Emerging fund manager meeting prospective limited partners through a placement agent
Placement Agents and Fund Placement: How Emerging Managers Actually Raise
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Adviser presenting services to a startup client on a tablet
How Service Providers Win Startup and Investor Clients
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Fractional finance chief reviewing startup accounts and forecasts
Fractional CFOs for Startups: When to Hire, What They Cost, What They Own
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Founder leaving a meeting with startup counsel after agreeing fee terms
Choosing a Startup Law Firm: Deferred Fees, Flat Fees and What 'Startup-Friendly' Means
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Founder meeting an accountant to discuss startup tax and bookkeeping
Choosing a Startup CPA: What Founders Should Actually Ask
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Banker developing a sell-side strategy for a startup client
How Investment Banks Work With Startups: Sell-Side, Placement Agents and When You Need One
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