Be fundable and findable

Nimble & Cross drafts and routes the instrument, whether that’s a SAFE, a priced equity round, an SPV subscription agreement, or a commercial loan facility. One of our in-house securities attorneys reviews the final document and signs off before any capital moves. The agent handles drafting, redlining against your term sheet, and version control. The attorney handles judgment calls and the opinion letter.

Nimble & Cross tracks every statutory deadline tied to your instrument type and jurisdiction and files them directly, Form D within the 15-day window, state notices where required. Filings carry our operational liability the same way a fractional controller’s would. Legal opinions and instrument review carry the reviewing attorney’s liability. You get a clear line: we own the mechanics, licensed counsel owns the judgment.

Yes. Whether syndicating a local buyout or running a venture SPV, the system tracks each closing tranche independently: separate subscription dates, separate capital call notices, and a waterfall that recalculates carry and management fee accrual as each tranche layers in. An LP who comes in at close two gets the same governance terms as close one, but their capital account activates on their own funding date.

Yes. Every share issuance gets checked against Section 1202 holding period and gross asset requirements at the time it’s issued, not retroactively. If a financing event would break the $50M gross assets test for a specific share class, you get flagged before the round closes, not after your accountant catches it during an exit.

Nimble & Cross ingests the exact covenant schedule from your credit agreement, cash runway minimums, ARR growth thresholds, leverage ratios, or whatever is in the term sheet, and checks your live financials against it continuously. If you’re trending toward a breach, you see it with enough runway to renegotiate from a position of strength before the lender flags it.

Each subscription routes through the exemption that applies to that specific jurisdiction, Reg D 506(b) or 506(c) for US persons, the accredited investor exemption under NI 45-106 for Canadian LPs, and offshore exemptions where applicable, all inside a single cap table. The instrument stays the same. The compliance wrapper around each investor automatically adapts.

At the priced round, Nimble & Cross pulls every outstanding SAFE and note, applies each instrument’s specific valuation cap and discount rate against the new round’s price per share, and converts at whichever calculation gives the holder more shares. Notes accrue interest through the conversion date and convert that interest into shares, not cash. Where multiple instruments carry conflicting most-favored-nation (MFN) clauses, the system re-runs every earlier conversion against the new round’s terms before the cap table locks.

Investor KYC data and wire details sit in a permissioned enclave separate from your cap table and data room. Agents that touch wire instructions operate under scoped, single-purpose tokens that expire after each transaction, completely eliminating interception risk. A SOC 2 Type II report is available under NDA.

By moving beyond basic bookkeeping and operating as your strategic finance team. The system continuously extracts the metrics that matter most to capital partners, retention drivers, unit economics, and operational margins. When you pitch, your narrative is backed by audit-ready financial models that highlight your true market value.

Grants require strict proof of impact and capital deployment. As non-dilutive capital hits your treasury, the system automatically tags the incoming funds to the correct grant milestones. It tracks expenditures against those specific funds and automatically generates the compliance and financial reporting required by the issuing agency.

Everything required to clear capital instantly. Nimble & Cross actively maintains live-synced historical financials, your fully reconciled cap table, corporate formation documents, and operational metrics. When a capital partner requests diligence, the records are perfectly compiled and access-controlled, allowing you to close without the usual administrative delay.