Startups and scaleups businesses

• Tax structuring from the outset to optimize taxes in the short and long term

• Definition of efficient capitalization models (equity vs. debt)

• Support programs such as SIFIDE, Innovation Vouchers, or benefits related to R&D investment

• Assistance with applications for national and European tax incentives and funding

• Creation of Stock Option Plans, Phantom Shares, or ESOPs with optimized tax structures

• Minimizing tax impact for both the company and employees

• Ensuring compliance with Portuguese and international legislation

• Preparation for due diligence (tax, financial, legal, IT, sustainability, etc.)

• Due diligence (tax, financial, legal, IT, sustainability, etc.) for investors

• Cap table structuring and financial instruments (SAFE, convertible notes, etc.)

• Identification and mitigation of risks that may deter investors

• Best practices in building a business plan

• Support in defining an appropriate tax structure

• Management and transformation of the intragroup value chain

• Strategies to improve liquidity (e.g., financial instruments, tax deferral, use of tax credits)

• Cost optimization and financial projections to extend the runway

• Efficient and compliant management of VAT, Corporate Income Tax, Personal Income Tax, and social contributions

• Support in complying with tax and financial rules in regulated sectors

• Planning for the management of crypto assets, tokens, or other digital assets

• Advisory on specific regimes such as RegTech or regulatory sandboxes

^{* (Fintech, Web3, Healthcare, etc.)}

• Registration and protection of trademarks, patents, software, and technology

• Compliance with GDPR, AI Act, DORA, NIS2, and other regulations

• Exit and divestment

• Initial set-up

• Fundraising rounds with VSOP/ESOP

• Transactions and M&A