AEGIS RAISE
Dominate diligence. Save five figures on your raise. All for less than an hour of Biglaw a month.
$999/month(or $833/month billed annually — save 17%)
Includes everything in Aegis Start, plus: Smart Data Room with granular permissions, Pro Forma-ready Cap Table, SAFE conversion modeling, Diligence Management
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.
OR: You're already ready.
Data room organized and verified.
Cap table built from source documents.
Term sheet assessment and pro forma modeling included.
Granular permissions so each investor sees exactly what they need.
First data room request? Share link. Done.
Already on Start? Here's what you're adding. Not on Start? Raise includes it all.
Start versus Raise feature comparison
| Feature | Start ($349/mo) | Raise ($999/mo) |
|---|---|---|
| Everything in Aegis Start, plus: | ✓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) — Pulley is shutting down, with all operations ending December 8, 2026. Export soon rather than waiting on their Carta transition process.
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.
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Your 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?"
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+
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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.
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 and "who gets what" exit breakdowns
• Disclosure schedule and diligence support
• M&A specialists at 1/3 the price of Biglaw
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
“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. 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.
• Carta export: Settings → Data Export → Download All Documents (guide)
• Pulley export: Company Settings → Export → Full Company Export (guide) — Pulley shuts down entirely on December 8, 2026, so export before then.
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 world-class 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.
MonthlyAnnual
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
Billed annually — $3,839/year
You save $349/year (8%)
7-day free trial
✓
Legal Vault
✓
Customer Agreement
✓
People Processes
✓
Matter Management
✓
Unlimited Customers/Vendors
✓
Unlimited Owners
✓
Governance Processes
✓
Angel Investment Processes
✓
Basic Automated Diligence
✓
Smart Data Room
✓
Data Room Lawyer Review
✓
Cap Table
✓
Cap Table Lawyer Review
✓
E-Signature
✓
Lawyer Scoping
✓
Lawyer Seats
✓
Agent & MCP Access
Growth Startups expecting to raise funds or exit looking to optimize their legal setup
Aegis Raise
Automate all the software you pay lawyers to help you use, automate all the lawyer's diligence-prep work, and get Series A-ready.
$833
/month
Billed annually — $9,999/year
You save $1,989/year (17%)
7-day free trial
✓
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 priced round equity investment or exit
Aegis Deal
Add-on
Aegis Deal
Add-on
Maximize the throughput on deals with enterprise customers using collaboration tools with lawyersand lower billable hours.
Add to either plan — b2b startups with significant enterprise/commercial contracting needs
✓Aegis Deal✓Custom Customer Agreement
$833
/mo
Save $1,989/year
Model a deal with an expert
Learn more
Series A Explained →3 Docs VCs Want →
Aegis is built by Story LLP
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