AEGIS RAISE
Get an in-house legal department that dominates diligence and save five figures on your raise - all for less than an hour of Biglaw a month.
Aegis Raise: $999/month | $9,999/year(17% savings)
Includes everything in Aegis Start, plus: Smart Data Room with granular permissions, Pro Forma-ready Cap Table, SAFE conversion modeling, Diligence Management
Not raising a priced round yet? Start with Aegis Start at $349/month.
Investors will ask for all your key legal documents, granular ownership details, and a clean story of how you got here.
Most founders scramble for weeks.
Aegis gets legal ready in a flash for thousands less - and keeps you ready to jump on a term sheet 24/7.
Here's what diligence actually looks like.
(Spoiler: It's not fun.)
WEEK 1 (Monday): "I'll lead!"
WEEK 1 (Friday afternoon): Term sheet sent 🎉
"Here's a term sheet! Just send over your data room."
WEEK 2-4: Diligence begins
"Can you share your cap table? Our lawyers are looking at your documents."
WEEK 5: The cleanup
"There's an issue with your early employee grants. Where are the founder IP assignments? The board consent is missing. The vesting schedule doesn't match what's in the cap table. You need to fix this before we can close."
RESULT: 2-4 weeks of scrambling before you can get documents to review. $15,000-30,000 in unnecessary legal fees. Delayed close. Reduced leverage.
About Series A diligenceOR: You're already ready.
Data room organized and verified.
Cap table built from source documents.
Term sheet quick assessment included.
Pro forma models showing the round impact.
Granular permissions so each investor sees exactly what they need.
No lawyers necessary to get diligence started.
First data room request? Share link. Done.
Already on Start? Here's what you're adding. Not on Start? Raise includes it all.
Feature | Start ($349/mo) | Raise ($999/mo) |
|---|---|---|
Unlimited wisdom guidance | Included | Included |
Data room (share whole room) | Included | Included |
Cap table (common stock) | Included | Included |
Equity issuance processes | Included | Included |
Employee/contractor docs | Included | Included |
Standard agreements | Included | Included |
3 Admin seats included | Included | Included |
Smart Data Room (granular perms) | Not included | Included |
Term sheet assessment | Not included | Included |
Cap table with preferred stock | Not included | Included |
SAFE/convertible conversion modeling | Not included | Included |
Pro forma modeling | Not included | Included |
Waterfall analysis | Not included | Included |
Diligence checklist automation | Not included | Included |
Exit readiness assessment | Not included | Included |
Start handles your early legal operations at $349/month.
Raise includes everything in Start plus investment-readiness features at $999/month.
Your data room, with permissions that actually make sense.
The problem:
Standard data rooms: Share everything or nothing.
But investors don't all need the same access:
Lead investor: Full access
Co-investors: Most things, not everything
They said no: revoke access
And you need to track who's viewed what.
How Aegis solves it:
DOCUMENT-LEVEL CONTROL
Share specific documents or folders with specific people.
Change permissions anytime.
See who's accepted your invite.
INVESTOR-SPECIFIC INVITES
Generate unique links per investor.
Upload your Deck and Projections to preview the value.
Revoke access with one click.
Export links for existing users:
Got stuff in a cap table software? Export your documents and upload to Aegis in minutes and we'll organize it for diligence.
• Carta: Settings → Data Export → Download All Documents (Full guide)
• Pulley: Company Settings → Export → Full Company Export (Full guide)
We'll organize everything in 24-48 hours, plus tell you what's actually legally-effective. Zip files and random forwards to gc@story.law are all it takes to add to your data room, anytime.
How data rooms workYour cap table, ready for the hard questions.
What investors ask:
"What's the fully-diluted ownership?"
"How do the SAFEs convert at different valuations?"
"What's my ownership after the option pool increase?"
"Walk me through the waterfall."
"Can I see the source documents for these numbers?"
What Aegis Start gives you:
• Cap table built from your documents
• Common stock tracking
• Basic ownership breakdown
• Click-to-source verification
What Aegis Raise adds:
• Preferred stock series tracking
• SAFE conversion modeling (at any valuation)
• Pro forma modeling: "What if we raise $X at $Y valuation?"
• Option pool increase scenarios
• Waterfall analysis: "Who gets what at different exit values?"
• Side-by-side scenario comparison
• Lawyer-ready Excel export for diligence
Why this matters:
With cap table software, you still pay lawyers $5,000-10,000 to verify accuracy. Carta tracks what you tell it. Aegis verifies what your documents actually say. With Aegis, the verification is built in. Click any stakeholder or equity to see the source docs.
Investment diligence: BigLaw charges 8-25 hours at $800-2,000/hr ($5,000-20,000+). With Aegis: 0-10 hours at $400-700/hr (only if issues need negotiation). Savings: $5,000+
CAP TABLE
Aegis builds your cap table based on legally-effective documents.
It's no longer the founder's job to go update two different terminations in Carta and keep them in sync. Aegis does what you'll otherwise pay a lawyer to do at investment time.
- ✓
Who owns what
- ✓
Vesting schedules
- ✓
Conversion terms
- ✓
Exercise history
Click any row to see the source document. Export lawyer-ready Excel for diligence.
Why is this better than Carta?
Carta tracks what you tell it. Aegis verifies what your documents actually say. With cap table software, you still pay lawyers $5,000-10,000 to verify accuracy. With Aegis, the verification is built in.
We know the 47-item checklist investors send you, because our lawyers used to work for your investors. Using Aegis Raise, you'll have everything checked without paying an hourly bill.
Real client conversation reproduced with permission.
Ready to get the right answers to your legal questions?
PS - Raise prep is exit prep.
The same data room and cap table you build for Series A? It's 80% of what you need for an exit.
Aegis adds:
• Waterfall modeling at different exit values
• "Who gets what" breakdowns for different scenarios
• Disclosure schedule support
• Exit-specific diligence support
• M & A Experts to close the exit at 1/3 the price of Biglaw with the SAME expertise
From chaos to closed round.
“We spend less to get more, and do things correctly and compliantly in real time. Running my company with the confidence that we are optimized on legal is priceless.”
Robyn Exton
Founder & CEO, Her App
“When any type of lawyer needs to be involved, Story LLP should be the first email and phone call that any founder makes.”
Dillon Zhang Forrest
CEO, Steady Capital
“Using lawyers who understand AI and the AI they create to scale our AI business is game-changing.”
Javi Palafox
Co-founder, happyrobot
“Working with Story LLP helped me understand my legal needs... and new legal strategies I wasn't aware of before.”
Jenn Limm
Co-founder, Delivering Happiness
FAQ
Q: Do I need to be on Aegis Start first?
Nope. Aegis Raise is a standalone tier that includes everything in Aegis Start plus investment features. You can start directly with Raise at $999/month.
Q: What if I just need a simple cap table?
Aegis Start ($349/month) can handle common stock cap tables for less than Carta or Pulley. Upgrade to Raise when you need pro forma modeling, preferred stock series, etc.
Q: Can I export my Carta/Pulley data?
Yes. Export your documents and upload to Aegis. We'll rebuild everything in 24-48 hours.
Q: What if I need a 409A valuation?
We offer 409A valuations a la carte when you actually need them—not bundled into a subscription you're paying for before it's useful.
Q: Is this hallucination-proof?
Yes. Human-in-the-loop means elite attorneys verify everything AI does. See an issue? Human lawyer support is free. See our policies page for details: /policies
Get BigLaw-grade Diligence Prep and execution. Stay startup-priced.
Aegis Start
Get equity, IP, governance, and commercial legal basics right so you get the best bang for your legal bucks in the long run.
$320
/month
$3,839/year
Save $349/year
- ✓
Private data room - share with investors and lawyers in bulk only
- ✓
Basic cap table (summary of equities and stakeholders, common stock and convertible investment only—no preferred stock)
- ✓
Basic data room (founder can view and email a link to the whole data room)
- ✓
Equity issuance (stock, options, SAFEs)
- ✓
Hiring and firing
- ✓
Compliant legal processes
- ✓
Unlimited "lawyer wisdom" questions (AI-powered legal knowledge)
- ✓
Unlimited matter management and specialist sourcing
- ✓
3 Admin seats included
- ✓
Unlimited Assistant seats (free)
Pre-VC Startups getting their legal house in order
Aegis Raise
Everything in Start, plus: Automate diligence-prep work, analyze term sheets, and get Series A-ready or exit-ready.
$833
/month
$9,999/year
Save $1,989/year
- ✓
Everything in Aegis Start, plus:
- ✓
Growth cap table (pro formas, preferred stock series, waterfall analysis)
- ✓
Growth data room (granular document group sharing permissions for investor invitees, revoke access)
- ✓
Diligence management and checklist automation
- ✓
Term sheet analysis
- ✓
Pro forma investment or exit modeling
Startups preparing for or managing institutional investment rounds and preferred stock financings, or approaching an exit
ADD-ON
Aegis Deal
Automate Enterprise customer contracting and get tools to make expert human lawyers more efficient and lower billable hours.
$833
/month
$9,999/year
Save $1,989/year
- ✓
Bespoke enterprise SaaS agreement templates (MSA, Order Form, DPA, SLA, BAA) built and compiled for your specific business
- ✓
Negotiation playbooks with market intelligence
- ✓
Attorney redline support and workflows
- ✓
Custom contract template builder
- ✓
Specialized vendor forms
B2B startups with significant enterprise/commercial contracting needs
Not sure which plan? Compare all plans
Don't Let Diligence Delay Your Close
Investors move fast when they want in. If you're still evaluating whether Aegis is right for you, ask us a free question about the thing you've hesitated to ask your lawyers because it's too expensive. We'll show you exactly how Aegis adds value.
*Account required