We help you determine the appropriate legal entity and domicile for your family office, and handle the necessary filings with state, federal and international authorities. We draft the governing documents for the entity. For foundations, we assist with obtaining tax-exempt status and staying in compliance with exempt entity regulations.

We help our family office clients execute on direct investment deals by assisting with sourcing, due diligence, structuring, negotiation and post-investment monitoring. For foundations, we can also assist with issues related to program related investments (PRIs) and exempt organization compliance.

We assist clients with fund formation and US federal and state regulatory compliance. We work with you to set up the appropriate legal entity, handle the necessary organizational filings, and draft governing documents for the fund. We provide guidance and drafting assistance with investor disclosure documents, as well as draft and assist with the negotiation of limited partner investment agreements.

In the context of our international work, we have represented foreign funds with US federal and state regulatory compliance related to sales of fund interests to US investors as well as compliance with the US Investment Advisers Act, Foreign Account Tax Compliance Act, and Investment Company Act.   Due to our high level of activity in Sub-Saharan Africa, we have been involved in the formation of and represent funds domiciled in Mauritius.

Our work includes investment deal representation for funds all over the world. In the U.S. we handle all aspects of deal work, including legal due diligence, as well as structuring, review and negotiation of investment documentation. Outside of the U.S., we assist our fund clients by selecting and overseeing the work of local counsel.

In our international work, we have assisted foreign funds with U.S. federal and state regulatory compliance related to sales of fund interests to U.S. investors as well as compliance with the U.S. Investment Advisers Act, Foreign Account Tax Compliance Act, and Investment Company Act.   Due to our high level of activity in Sub-Saharan Africa, we have been involved in the formation of and represent funds domiciled in Mauritius.

We can help you form a corporation, but why not a benefit corporation?  This relatively new legal form builds social and environmental benefit right into an entity’s corporate DNA.  Benefit corporations are generally governed by the same legal rules as other for-profit corporations, with additional legal commitments relating to purpose, accountability and transparency. We help your directors identify the corporation’s public benefit purposes, report on its impact, and balance the financial interest of their shareholders with the best interests of other stakeholder groups.

Certified B Corps are certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency. Blue Dot Advocates is the first law firm in Colorado to achieve certification as a B Corp, led by our own B Corp specialist, Seth Henry. We are happy to help guide your organization through the legal aspects of the B Corp certification process.

We can help with the full spectrum of corporate finance transactions, including initial capitalizations, “friends and family” rounds, angel investments, venture capital transactions and debt financings. We advise on structure and terms, prepare the documents, and handle any required filings with the SEC and state securities agencies.

We help you determine the appropriate legal entity and domicile for your company, and handle the necessary filings with state, federal and international authorities. We draft the governing documents for the company, including founders’ equity and documentation for initial employees and contractors.

We work with mission-driven enterprises, both for-profit and nonprofit. We help organizations choose the best legal structure to maximize accomplishment and protection of their mission, including paired for-profit and non-profit entities, or new forms such as a benefit corporation or L3C.

We view our firm as a social venture. We were the first certified B Corp law firm in Colorado, and we spend much of our time thinking about how to facilitate the deployment of capital for positive impact. So, we understand social enterprises and their unique legal needs.

We help drive a wide variety of commercial and technology transactions, advising on both the specific terms and the structuring of successful partnerships. We develop form agreements, negotiate contracts and assist with breach of contract claims, both in the US and internationally, for both inbound agreements (development services, product acquisitions, manufacturing) and outbound.

We represent companies and executives in employment related contract matters. We prepare and provide advice on the full range of employment related contracts, such as offer letters, employment agreements, inventions agreements, consulting agreements and separation agreements. We also develop equity incentive plans for the granting of stock options, restricted stock and other forms of equity compensation.

We provide comprehensive support and advice in the area of data and privacy compliance. Our work covers compliance with US and international privacy laws in the fields of healthcare data, financial data and related customer information. We advise clients regarding internal policies, contract terms, and training and management of privacy violation reporting requirements.

We assist both sellers and buyers in acquisition transactions. We help structure, negotiate, conduct due diligence, document and close mergers, asset sales and stock transactions, including transactions with public companies.

We help you determine the appropriate legal entity and domicile for your organization, and handle the necessary filings with state, federal and international authorities. We draft the governing documents for the organization.

We also assist non-profit organizations with obtaining tax-exempt status and staying in compliance with exempt entity regulations. We advise on program related investments, cause marketing campaigns, and assist commercial co-venturers with state registration and disclosure requirements.

We work with mission-driven enterprises, both for-profit and nonprofit. We help organizations choose the best legal structure to maximize accomplishment and protection of their mission, including paired for-profit and non-profit entities, or new forms such as a benefit corporation or L3C. We assist non-profits involved in hybrid structures to navigate governance issues, safeguard their tax-exempt status, and plan for income derived from business activities.