Startup Guide

Startup Legal Essentials

Protect your venture with the right legal foundation

What you can generate with StartupVision

AI-assisted outlines, checklists, and question lists to speed up legal prep—always review with a licensed attorney before using.

Formation & Governance

Entity selection prompts, founder agreement outline, cap table considerations, and 83(b) reminders.

Customer & Vendor Basics

Contract clause checklists, data protection questions, and red flag lists for SaaS, services, and marketplace models.

Fundraising Readiness

SAFE/convertible note overviews, diligence prep checklists, and board/observer rights question lists.

Informational only—this is not legal advice, does not create an attorney-client relationship, and should be reviewed with qualified counsel licensed in your jurisdiction.

Business Formation

Choose the right entity structure for your startup

Feature LLC C-Corp S-Corp
Best For Small teams, lifestyle businesses VC-backed, high-growth startups Profitable SMBs, tax optimization
Taxation Pass-through (no double tax) Double taxation (corp + personal) Pass-through (with restrictions)
VC Fundable Rarely Yes - Preferred No
Stock Options Complex (units instead) Easy - ISOs, NSOs Limited (100 shareholders)
Formation Cost $100-$500 $500-$2,000 $500-$2,000
Annual Compliance Minimal Board meetings, minutes, filings Moderate + shareholder limits

Delaware vs Wyoming

"Where to incorporate"

  • Delaware: VCs prefer, established case law
  • Wyoming: No state income tax, cheaper
  • Delaware franchise tax: $400+/year
  • Planning to raise VC? Choose Delaware

Operating Agreements

"Your company's rulebook"

  • LLCs: Operating Agreement
  • Corps: Bylaws + Articles
  • Define voting, distributions, exits
  • Banks require for accounts

Registered Agent

"Required in every state"

  • Receives legal documents for you
  • Must have physical address
  • Cost: $50-$300/year
  • Services: CSC, Registered Agents Inc

EIN & Banking

"Next steps after formation"

  • Get EIN from IRS (free, online)
  • Open business bank account
  • Never mix personal/business funds
  • Mercury, Brex popular for startups

Founder Agreements

Critical documents that protect all co-founders

Co-Founder Agreement

"The startup prenup"

  • Equity split and rationale
  • Roles and responsibilities
  • Decision-making processes
  • Exit and buyout provisions

Vesting Schedules

"Standard: 4-year with 1-year cliff"

  • 1-year cliff: 25% vests at year 1
  • Then monthly over remaining 3 years
  • Protects against early departures
  • VCs require this - no exceptions
CRITICAL

83(b) Election

"30-DAY DEADLINE - No extensions"

  • File within 30 days of grant
  • Pay tax on current value (near $0)
  • Future gains = capital gains rate
  • Miss it = ordinary income tax later

IP Assignment

"Company owns everything"

  • Transfer all prior work to company
  • Include code, designs, ideas
  • VCs require clean IP ownership
  • All founders must sign

Customer Agreements

Legal documents your customers need to see

Terms of Service

"Your contract with users"

  • Usage rules and restrictions
  • Limitation of liability
  • Dispute resolution (arbitration)
  • Account termination rights
REQUIRED

Privacy Policy

"Legally required if you collect data"

  • What data you collect
  • How you use and share it
  • GDPR/CCPA compliance
  • User rights and opt-outs

Cookie Policy

"Required for EU visitors"

  • Types of cookies used
  • Cookie consent banner
  • How to disable cookies
  • Third-party cookies disclosure

Refund/Cancellation

"Set clear expectations"

  • Refund eligibility conditions
  • Cancellation process
  • Pro-rata vs full refunds
  • Chargeback prevention

Employment & Contractor Agreements

Protect your company when hiring

Employment Agreement

"For W-2 employees"

  • Job duties and expectations
  • Compensation and benefits
  • At-will employment clause
  • Equity grant details

Contractor Agreement

"For 1099 contractors"

  • Scope of work and deliverables
  • Payment terms and rates
  • Independent contractor status
  • Termination provisions

NDA & Confidentiality

"Protect your secrets"

  • Define confidential information
  • Permitted disclosures
  • Duration (typically 2-5 years)
  • Return of materials

Invention Assignment

"Work product ownership"

  • Company owns all inventions
  • Prior inventions excluded
  • Moral rights waiver
  • Cooperation in IP filings

Fundraising Legal

Legal instruments for raising capital

90% of Pre-Seed

SAFE Notes

"Simple Agreement for Future Equity"

  • No interest or maturity date
  • Converts at next priced round
  • Valuation cap or discount
  • YC template is standard

Convertible Notes

"Debt that converts to equity"

  • Interest rate (typically 5-8%)
  • Maturity date (18-24 months)
  • Valuation cap and discount
  • More complex than SAFEs

Regulation D

"SEC exemptions for private raises"

  • 506(b): No general solicitation
  • 506(c): Accredited investors only
  • File Form D within 15 days
  • State Blue Sky filings

When to Use Each

"Match instrument to stage"

  • SAFE: Pre-seed, seed from angels
  • Note: Bridge rounds, debt-friendly
  • Priced: Series A and beyond
  • Always use lawyer for priced rounds

When to Hire a Lawyer

Know when to DIY and when to get professional help

Task DIY Friendly? Cost Range Notes
LLC Formation Yes $100-$500 Use Stripe Atlas, Clerky, or state website
Delaware C-Corp Yes $500-$2,000 Stripe Atlas ($500) or Clerky (~$800)
Terms of Service Mostly $0-$1,500 Templates work for MVP; customize for launch
SAFE Notes Yes $0 Use YC template as-is; don't modify
Co-Founder Agreement Somewhat $500-$3,000 Templates exist; lawyer helps with edge cases
Priced Round (Series A) No $15,000-$40,000 Complex docs; investor has counsel too
M&A / Acquisition No $25,000-$100,000+ Due diligence, reps & warranties critical
IP / Patent Filing No $5,000-$15,000 Requires patent attorney; provisional ~$3K

Finding Startup Lawyers

"Where to look"

  • Ask your investors for referrals
  • Top firms: Cooley, Wilson Sonsini, Gunderson
  • Boutiques often cheaper for early stage
  • Ask about deferred payment plans

Expected Costs by Stage

"Budget accordingly"

  • Pre-seed: $1,000-$5,000 total
  • Seed: $5,000-$15,000
  • Series A: $20,000-$50,000
  • Budget 2-3% of round for legal

Warning Signs

"When to call a lawyer immediately"

  • Lawsuit or legal threat received
  • Co-founder leaving contentiously
  • IP ownership disputed
  • Regulatory/compliance issues

Ready to Validate Your Startup Idea?

Get your legal foundation right from day one. StartupVision helps you identify what you need before you invest.

No credit card required - 2 free validations per month

Important Legal Disclaimer

This guide is for educational and informational purposes only and does not constitute legal advice. Every startup's situation is unique, and laws vary by jurisdiction. The information provided may not reflect the most current legal developments. Always consult with a qualified attorney licensed in your jurisdiction before making legal decisions for your startup. StartupVision is not a law firm and does not provide legal services.