Private Equity Funds and Venture Capital Funds (legal advice on investments)

Our advice to private equity and venture capital funds covers comprehensive legal services for investment processes. We guide investors and portfolio companies through all stages: from transaction preparation, due diligence, documentation, and negotiations to finalization and subsequent operational support. We represent funds and companies at every level of negotiations and activities, advising on aspects such as financing structuring, corporate governance, pre-investment restructuring and share conversions.

We also support our clients in management buyouts (MBO, LBO), projects involving multiple investors, financing rounds for subsequent stages of company development, and new share issues. We also provide formal services for funds, from supporting investment committees and developing internal procedures to advising on relations with financial advisors, brokerage houses, and strategic partners.

Our experience covers the full spectrum of investment transactions, both privately and publicly financed. We have advised funds that have benefited from the support of, among others, KFK, PFR, NCBiR and Swiss Fund, as well as private investors seeking effective ways to diversify their capital. We have also represented start-ups and growth companies, providing them with comprehensive advice on raising funds from venture capital funds.

We have completed numerous projects involving due diligence, negotiations and preparation of investment agreements, advice on transformations and support in entering the capital market or investor exit. Our lawyers have many years of experience in conducting transaction projects and are regularly recommended by Polish and international law firm rankings, such as Legal 500 and Rzeczpospolita.

We work with institutional investors, portfolio companies and fund managers whose goal is to securely finance innovative projects. We are present where capital, risk and the need for effective legal protection come together.

Private equity and venture capital funds operate in a dynamic and complex environment where time, structure, and proper documentation are crucial. Working with our law firm means you can be sure that all stages of your investment will be properly secured from a formal and legal standpoint. We advise based on our knowledge of the market, regulatory and business conditions, and many years of experience in handling transactions. We not only prepare documentation, but also negotiate it, assess risks, and provide recommendations that support the long-term interests of the investor and the company.

Our services are comprehensive, ranging from structural advice and ongoing corporate services to assistance in exiting investments (e.g., through IPOs, share sales, or management buyouts). We also offer our clients strategic advice on building long-term investment relationships and on the reorganization of capital groups. We know how to protect legal interests in conditions of rapid growth, risk, and high expectations for return on investment.

Every investment in a PE or VC fund requires thorough preparation – both on the part of the investor and the company. A key stage is the due diligence process, which allows the identification of legal, operational, and financial risks associated with the company’s operations. It is also important to properly prepare transaction documentation, such as the investment agreement, term sheet, shareholder agreements, and documents securing the fund’s interests.

It is worth remembering that capital transactions must comply with the law – both corporate and tax – and comply with regulations on investment funds and capital trading. Today, a lawyer supporting an investor acts not only as an advisor, but also as a strategic partner, helping to safely navigate all stages of the transaction and achieve business goals.