The only partner you will ever need to scale your startup

From formation to fundraising, we support your startup’s financial, operational, and compliance needs every step of the way.
Schedule a free call
1
Set up your company in minutes!
2
Streamline your accounting & Tax
3
Unlock Capital with fundraising guidance
4
Find Top Investors and Grow

Your Startup Journey: 3 Key Stages

Launch
Set the Foundation for
Your Startup
Launch
Run
Build a Strong Operational Core
Run
Grow
Scale your Business to the Next Stage
Grow
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Set the Foundation for Your Startup
Incorporation
Startup Documents
Taxes

Incorporation

Set up your business in 3 simple steps.
‍
Incorporate, register your company, and set up your bank account, so you can focus on what matters most: growing your startup
1
Structure Selection
Choose the best structure, provide your information, and sign the necessary documents.
2
Incorporation & Registration
Your company will be incorporated in US, and we'll handle the IRS registration to obtain your EIN.
3
Ready to Operate
Receive all essential document templates, get intros to banks, and be fully equipped to start operating and attract investors.

Startup Documents

We assist with the organization of key documents that form your company’s foundation, offering templates for shareholder agreements, bylaws, and contracts between founders, employees, and investors.
Intellectual Property
Software Registration • Trademark
Commercial
NDAs • Terms & Conditions
Maintainance
Change Officers • Change Directors • Change Company Name • Increase Authorized Shares
Hiring
New Hire Paperwork
Offer Letters • Contractor Agreement • Advisor Agreements • Confidential Information and Invention Assignment Agreements • Stock Plan Adoptio
Corporate
Certificate of Incorporation • By-Laws/Operating Agreement • Initial Board Consent • Pre-filled 83(b) Election

Taxes

Get your income taxes done stress-free with Lazo. Our human experts handle everything—from federal and state filings to 1099s and Delaware Franchise Tax—ensuring your startup stays compliant with personalized support every step of the way.
Schedule a free call
Schedule a free call
Build a Strong Operational Core
Bookkeeping
Data Rooms

Bookkeeping

Enjoy a robust accounting system and manage your financial records.
Our AI-powered platform and human bookkeepers helps you get a clear and accurate picture of your startup’s financial health.

Data Rooms

Store critical documents securely within Lazo.one.
Our AI reads, categorizes, and organizes your documents, and helps you create virtual data rooms to share with your investors.
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Scale your Business to the Next Stage
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Budget & Forecasting
Fundraising Roadmap
Fundraising CRM

Budget & Forecasting

Allocate resources wisely and manage sustainable growth for your startup.
‍
Our financial forecasting, budget planning and expert financial strategy services will help you successfully plan for your future financial needs.

Fundraising Documents

We assist founders in the capital-raising process by providing access to essential documents and agreement templates, simplifying and streamlining each stage of the journey.
Equity & Debt Instruments Templates
  • Term Sheet
  • SAFE
  • Convertible Notes
  • Securities Issue
Ownership Structure and Valuation
  • Cap Table
  • 409(a) Valuation
Cayman Sandwich
  • Off-shore Incorporation & Maintenance: Cayman & BVI

Fundraising CRM

Find the perfect investor with our AI tool connected to Crunchbase. Our platform helps you manage investor relations, enabling you to secure the funding necessary to scale your startup.
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Fundraising
Smartlists
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Finance
Lazo AI
Data Room
Bookkeeping
+ AI Insights
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Tax
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Fundraising
Smartlists
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Finance
Lazo AI
Data Room
Bookkeeping
+ AI Insights
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Tax
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Fundraising
Smartlists
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Finance

Get in Touch: Schedule a Free Call with Us

Let’s explore how we can help you succeed. Book a consultation to discuss your goals and discover the right solution for your business.
Schedule a free call
Book a Call
Schedule a meeting
Connect with us on a call
Learn how we can help you!

Manage all of your operations in one place with Lazo One

The only platform that allows founders to have 24/7 access to the insights and knowledge needed to scale your startup.
Schedule a free call
Get started for free
Lazo One Core*
Lazo One Startup
Lazo One Scale
Coming Soon
Get fundraise-ready by automatically organizing your data room with Lazo AI, intelligently search over 300k investor profiles powered by Crunchbase and track your conversations with Smartlists.
See Pricing
*Lazo One Core is free for active customers of Lazo’s Accounting, Tax and Financial services.
Access real-time data like burn, runway and KPIs via intuitive dashboards, get the most complex financial questions answered 24/7 with Lazo AI and securely share your data room with investors.
See Pricing
Generate intuitive investor reports directly from your accounting data in record time with the help of Lazo AI and obtain up-to-date operational insights in order to develop more accurate budgets and forecasts.
See Pricing

Private, Secure and Confidential

We implement robust security measures and uphold strict privacy policies on our US servers to ensure your data is protected, confidential, and under your control, without sharing or selling your information to third parties.
Lazo leverages partnerships with leading infrastructure partners to enhance compliance and maintain the highest standards of security.

Learn with Lazo's Blog

See All
Fundraising
The Foundations of Startup Fundraising: A Guidebook by Lazo
Master startup fundraising with insights, strategies, and tools to secure your next round.
December 10, 2024
5 min.
Fundraising
5 Common Mistakes When Creating a Data Room for Fundraising
Avoid common data room mistakes and secure funding with our expert tips.
November 25, 2024
5 min.
Fundraising
Data Room Checklist: Everything you need for Due Diligence
Create a data room for due diligence with our checklist. Organize documents and wow investors.
November 27, 2024
5 min.
Legal
Startup Taxes: A Guide to US Tax Obligations for Founders
Essential US tax requirements for your startup to stay compliant.
November 15, 2024
8 min.
Accounting
Accounting for Startups: A Beginners Guide
Startup accounting made easy with this comprehensive guide
November 14, 2024
8 min.
Fundraising
Startup Fundraising: Essential Strategies for Success
Master startup fundraising with proven strategies to secure funding and scale your business.
November 12, 2024
8 min.
Legal
What is a BOI Report?
BOI reporting made easy—find out if your startup must file and how to stay compliant.
October 31, 2024
5 min.
Legal
Step-by-Step Guide to Filing a Section 83(b) Election
Follow our 83(b) election guide for filing requirements, deadlines & tax-saving tips.
October 28, 2024
5 min.
Fundraising
Data Room for Startups: A Complete Guide
Set up a secure, investor-ready data room for streamlined startup fundraising.
October 31, 2024
5 min.
Accounting
Tax Savings with the Section 83(b) Election
Unlock tax savings for your startup with our easy-to-follow 83(b) Election Guide.
October 21, 2024
5 min.
Legal
C-Corp vs LLC: What's the right structure for your startup?
Discover the key differences between C-Corps and LLC. Choose the right structure for your startup!
October 20, 2024
5 min.
AI Agents
Why your startup needs AI Agents for growth
Learn how AI agents can automate key tasks and drive your startup’s growth in any industry.
October 8, 2024
5 min.
Press release
The September "Perfect Storm" at Lazo: From Vision to Validation
We'll compete in TechCrunch's Startup Battlefield at Disrupt 2024 and timing couldn't be better.
September 5, 2024
5 min.
Fundraising
How to ask for a meeting with a VC?
Try one of these 4 ways to reach investors and copy our template to write a cold email to a VC.
June 3, 2024
5 min.
Fundraising
Building a fundraising CRM to leverage your investors list
Learn how to track and manage the best investors lists with a fundraising CRM.
November 15, 2024
5 min
Fundraising
Finding the right investor for your startup
Any investor won't do. Here's what you should look for to get the best investor for your startup.
May 21, 2024
5 min
See All

Client’s kind words

Our computer vision technology transforms your device into a virtual assistant, offering real-time form feedback to ensure optimal

Lazo’s expertise, dedication, and seamless tools have transformed how we manage our finances. With Lazo by our side, our focus remains on building a successful future.

Pablo Orlando
Ping CEO & Co-Founder

Lazo is more than just a bookkeeping service; they're Storybook's dedicated financial partner. With Lazo we've been able to focus on our core business, knowing that our financial records are in expert hands.

Francisco Cornejo
Storybook CEO & Co-Founder

Lazo has proven to be a key player guiding us in maneuvering the complex US deployment landscape. With Lazo's support, we've confidently overcome our softlanding challenges, ensuring compliance and a strong foundation.

Consuelo Chasseing
For_Me CEO & Co-Founder

With Lazo by our side, we've been able to focus on building our business while knowing that our financial matters are in capable hands.

Martin Ferrari
CEO & Co-Founder, 123Seguro

Trusted by partners

Our computer vision technology transforms your device into a virtual assistant, offering real-time form feedback to ensure optimal performance.
Who we’ve worked with
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@2024 Lazo - All rights reserved

Lazo is a technology company, provider of back-office services, including bookkeeping, controller services, and CFO services. Lazo is not a public accounting firm nor a law firm and does not provide services that would require a license to practice. What you see on our website, and any of our communication is purely for general and educational matters, and should not be taken as official legal advice.