Tagline
Fractional CLO & Startups.com Community Leader (Legal). I make early teams launch and fund—cap table, SAFEs/notes, IP, privacy/AI policy, and GTM contracts—fast, flat-fee sprints.
Bio
I help founders ship and raise without tripping legal landmines. As a Startup.com Community Leader (Legal) and Fractional CLO, I build the legal architecture investors expect: clean formation and cap table, SAFEs/notes that close, defensible IP/licensing, and privacy/AI compliance your customers will sign off on.
I help founders ship and raise without tripping legal landmines. As a Startups.com Community Leader (Legal) and Fractional CLO, I build the legal architecture investors expect: clean formation and cap table, SAFEs/notes that close, defensible IP/licensing, and privacy/AI compliance (GDPR/CCPA) that enterprise buyers accept. I co-architected LawvocateAI, a consumer-centric legal GPT that guides IP and startup workflows, and I’ve spent 37 years at the law/tech edge supporting teams from Microsoft, General Motors, and NASA to early e-commerce pioneers (Spartan Stores; advisor to Louis Borders on what became WebVan). My approach is product-minded: crisp docs, decisive recommendations, and reusable playbooks that help your team move faster. Engagements include ongoing Fractional CLO, a fixed-fee 2-week Investor-Ready Sprint (data room + financing docs + policies), or scoped office hours for first-time founders. Remote-first; collaborative with your existing counsel and investors.
My 37 years at the law/tech edge span F100 to pre-seed and include co-architecting LawvocateAI and advising on data-heavy, regulated products. I favor crisp docs, decisive recommendations, and reusable playbooks so your team moves faster. Engagements: ongoing fractional CLO, fixed-fee 2-week “Investor-Ready” sprint (data room + financing docs + policies), or scoped office hours for first-time founders.
“How I Help”
Investor-ready in days: formation, cap table, board consents, data room
Rounds that close: SAFEs/convertible notes, disclosure, side letters
IP & licensing: protect core tech; structure creator/AI & data rights
Data/AI posture: privacy (GDPR/CCPA), DPAs, AI policy, security playbooks
Contract velocity: MSA/SOW, vendor templates, redline standards
Governance that scales: board hygiene, conflicts, auditability
Ideal Matches
Startup lawyer + Fractional CLO for AI/SaaS/fintech. I paper rounds (SAFE/convertible), clean cap tables, protect IP, and de-risk GTM with privacy/AI policies, DPAs, and MSAs buyers accept. 37 years at the law/tech edge; co-architect of LawvocateAI and past work with Microsoft, GM, NASA, and WebVan—modes: fractional CLO, 2-week sprint, or office hours.
Technical founders (AI/ML, SaaS, fintech, health/data)
Pre-seed → Seed raising $250k–$3M needing tidy diligence
Post-MVP teams selling into enterprise or regulated buyers.
Ways to Engage (short)
Fractional CLO • 2-Week Legal Sprint • Office Hours (Q&A) • Policy/Data Sprint
Skills / Keywords (paste into tags)
Fractional CLO, Startup Lawyer, SAFE, Convertible Note, Cap Table, Delaware C-Corp, Governance, Board, IP, Licensing, Trade Secrets, Privacy, GDPR, CCPA/CPRA, AI Policy, Data Protection, DPA, MSA/SOW, Healthtech, Fintech, SaaS, Blockchain/DLT, Fundraising, Diligence, Playbooks, Templates
Location
Grand Haven, Michigan, US
Last Active
4 days ago
Name / Logo
Elevator Pitch
The Underwood Group (Managing Partner Mark Underwood, Michigan-licensed; WD-Michigan) is piloting a modern Access-to-Justice and attorney enablement stack. Lawvocate is our AI legal agent that gives plain-language guidance, drafts first-pass documents, and runs hallucination checks—clearly disclaimed as not legal advice and designed to hand off seamlessly to a lawyer. We then offer unbundled legal services, including flat-fee legal and document review, and escalate to targeted counsel as needed.
For litigation, attorneys and self-represented litigants can step into JuristAI—our lifecycle platform with LitigAI.org (civil) and FedCrim.ai (criminal): guided intake, including fact timelines; discovery analysis at scale; calendaring extracted from documents; brief generation with court-compliant formats; and safety rails for AI outputs. This Michigan POC (state + WD-MI) is engineered to be a white-label program for firms across Michigan and, where permitted, other jurisdictions. Affiliate/partner structures are offered subject to professional-rule compliance (e.g., lawyer-to-lawyer fee arrangements; no fee sharing with non-lawyers). Outside Michigan, Mark serves as a Fractional CLO (legal-ops advisory only) to clients worldwide.
Industry
Technology
Website
lawvocate.ai and ugroupsite.com
Team Size
5-10 employees
Company Stage
Development
Funding Stage
Seed
Funding Raised
None/Bootstrapped
Annual Revenue
5-10 employees
Skill | Strength | Explanation |
---|---|---|
Technology | 95 / 100 | Over 35 years of experience in the technology sector, advising major corporations. |
Founder | 95 / 100 | Founded multiple companies. Built LawvocateAI and CreatiShield; ship fast, de-risk GTM, and keep paper investor-ready. |
Board Governance | 90 / 100 | Bylaws/consents, indemnity, observer rights, clean minutes, escalation & dispute strategy. |
Innovator | 90 / 100 | Pioneered modern online shopping with a grocery delivery system at Spartan Stores—original architect of Webvan. |
Fundraising | 90 / 100 | (SAFE/Convertible) — “Paper SAFEs/notes, side letters, investor comms; align terms with runway + milestones. |
Intellectual Property Management | 90 / 100 | IP assignments, works-for-hire, open-source posture, brand/content licensing & whitelisting. |
Legal Advisory | 90 / 100 | Serving as a Fractional Chief Legal Officer, guiding clients through legal complexities in emerging technologies. Product-minded counsel for AI/SaaS: data privacy, cloud/security, MSAs/DPAs, ToS/Privacy. Built DOTGO + early e-grocery. |
AI Development | 85 / 100 | Architected LawvocateAI; intake → document automation; policy packs for responsible AI use. |
Blockchain Technology | 80 / 100 | “Designed DLT licensing POC: creator rights, tokenized licenses, compliance-first. |
Management | 80 / 100 | Founder and Managing Partner at The Underwood Group, overseeing operations and strategic direction. |
Public Speaking | 80 / 100 | Talks on AI law, privacy/GDPR-CCPA, fundraising paper, and board hygiene for startups. |
Title
Founder/Architect
Position Description
Built a consumer-centric legal agent and intake→document workflows for IP & startup milestones.
Accomplishment Notes
Deployed site-embedded chat + templates; accelerated client triage and clean, signing-ready docs.
Title
Managing Partner/Fractional CLO
Position Description
Product-minded legal ops for AI/SaaS: fundraising, commercial contracts, privacy, and governance.
Accomplishment Notes
Papered SAFEs/convertibles, cleaned cap tables, and standardized MSAs/DPAs to speed close cycles.
Title
Founder
Position Description
Designed a DLT licensing platform to protect creator IP and unlock compliant, trackable rights.
Accomplishment Notes
Tokenized license models and rights-tracking framework with clear creator protections.
Title
Member
Position Description
Active in AI/emerging-tech, ethics, and privacy discussions.
Accomplishment Notes
Contributed practitioner feedback on responsible AI and data governance.
Title
Innovator
Position Description
Pioneered modern online shopping with a grocery delivery system, after architecting Webvan for the Louis Borders Family of Companies.
Accomplishment Notes
Transformed the grocery shopping experience through innovative technology solutions.
Title
Leader
Position Description
Carrier partnerships + launch for DOTGO (text-based web/apps).
Accomplishment Notes
Brought mobile web access and interactive services to broad consumer bases via SMS.
Title
Advisor/Counsel
Position Description
Strategic tech + legal guidance for enterprise pilots and commercial rollouts.
Accomplishment Notes
Aligned procurement, privacy, and IP to enable launches without delaying GTM.