Insights
Notes on the work.
Plain explanations of the things clients and advisors ask about most — written to be useful on their own, not to sell anything.
Funds & private offerings
August 2026
Ten mistakes sponsors make raising capital
Several conditions of a private offering are lost by accident, early, by people who did not know a condition was in play — and a few cannot be undone once investors have signed.
Read it →Emerging companies
August 2026
Twelve legal mistakes founders make
No founder agreement, shares that never vested, a missed 83(b) election, intellectual property the company does not own. All of it surfaces at the same moment — during a financing or a sale.
Read it →Live Local Act
August 2026
What “affordable” actually means
Almost everything written about the Act describes it as 40% of units at 120% of area median income. That is not the statutory test — and on this coast the difference decides whether projects work.
Read it →Live Local Act
August 2026
Does my property qualify?
Screening questions in the order worth working through them: zoning, the affordability commitment, what the site could support, and the exclusions that defeat a parcel.
Read it →Reference
August 2026
Deal & fund glossary
Plain definitions of the terms that appear in capital raises, business sales, and property deals — for people meeting them in a document they are being asked to sign.
Read it →More to come — on raising money for a real estate deal without creating a securities problem, and on getting a business ready to sell.
Start with a conversation.
Tell us what you are working on. If it is something we handle, we will talk about scope and you will leave the first meeting with it in writing.