Introducing the Walton Partner ProgramRead more

Autonomous legaltransactions are here.

Describe a transaction or upload a term sheet and Walton will execute it.

Transactions that run themselves.

Walton handles the end-to-end process of executing a transaction, from term sheet to final closing set.

Every deal gets a structured plan.

Tasks, dependencies, parties, and milestones are captured and tracked from signing to close.

Meridian Series B

27 of 40 tasks complete

68%
TaskCategoryPartyStatus
Verify cap table
DiligenceSterlingDone
Audit IP assignments
DiligenceSterlingDone
Review material contracts
DiligenceSterlingDone
Draft Restated Charter
CharterRidgeFieldDone
Update authorized shares
CharterRidgeFieldIn Progress
Draft reps and warranties
SPARidgeFieldIn Progress
Compile disclosure schedules
SPASterlingIn Progress
Amend Investors' Rights
AncillaryRidgeFieldIn Progress

All your terms live in one place.

Deal terms live in a single source of truth. When a term changes, every affected document and task updates automatically.

Terms Map

5/7 confirmed
  • Pre-Money Valuation
    $25,000,000confirmed

    Agreed upon in the executed term sheet dated Jan 15, 2026. Valuation derived from comparable Series A rounds and adjusted for current traction metrics, ARR growth, and market conditions.

  • Liquidation Preference
    1x Non-Participatingconfirmed

    Senior to all Series Seed preferred stock. Upon a liquidation event, Series A holders receive 1x their original investment before any distribution to common stockholders. Non-participating means investors do not double-dip.

  • Anti-Dilution
    Broad-Based Weighted Avg.confirmed

    Per NVCA model charter provisions, Section 4(d). Conversion price adjusts using a broad-based weighted average formula in the event of a down round, factoring in all outstanding shares on a fully-diluted basis.

  • Board Composition
    2 Common / 1 Preferredin-review

    Current proposal: two seats elected by common stockholders, one seat designated by lead Series A investor. Investor has additionally requested a non-voting board observer seat, pending founder approval.

  • Protective Provisions
    NVCA Standardconfirmed

    Standard NVCA protective provisions requiring Series A preferred approval for: changes to charter or bylaws, authorization of new senior/pari-passu equity, increases to option pool, and any liquidation or merger events.

  • Pro Rata Rights
    Major Investors Onlyin-review

    Right to participate in future financing rounds to maintain ownership percentage. Limited to Major Investors holding ≥ 1% of outstanding shares on a fully-diluted basis. Threshold and transferability terms under review.

  • Drag-Along
    Majority Preferred + Commonconfirmed

    Requires approval of a majority of each of the preferred and common classes, voting separately. Once triggered, all stockholders are obligated to vote in favor of the approved acquisition on the same terms and conditions.

Add Term

No drafting necessary.

Walton generates the full set of deal documents from your terms and keeps them updated as the deal evolves.

Stock Purchase Agreement

Ready
NVCA Template·12 variables applied

Investors’ Rights Agreement

Ready
NVCA Template·9 variables applied

Voting Agreement

Generating
NVCA Template·6 variables applied

Right of First Refusal Agreement

Queued
NVCA Template·8 variables applied

Certificate of Incorporation

Ready
Custom Template·14 variables applied

End-to-end that actually means end-to-end.

Walton covers every surface of the transaction.

Data Room

Upload documents for full deal context.

Upload corporate records, cap tables, prior-round documents, and financials. Walton reviews them to verify deal assumptions, extract relevant terms, and flag anything that needs attention.

Signature Tracking

Track every signature to close.

Signature packets are generated from finalized documents, sent for execution, and tracked in real time. Signed documents are automatically linked back to the relevant steps in your deal plan.

Economic Modeling

Model the economics of the deal in real time.

Cap table impacts, ownership changes, and dilution analyses are calculated directly from your deal terms and updated automatically as the deal evolves.

Government Filings

Generate and track required filings.

State filings, securities notices, and regulatory submissions are identified from your deal plan, prepared automatically, and tracked through to confirmation.

How it works

Walton converts legal transactions into machine-readable workflows and executes them from signing to close.

@graphdata room@inputdeal terms@inputexternal signals@inputmodels@outputsignatures@outputdocs@outputfilings@outputupdate state

Example transaction flow

Venture financing

01

Define the deal terms

Upload an existing term sheet or describe the deal and Walton will draft one. Key terms are extracted and presented for confirmation, then become the source of truth for the entire transaction.

02

Build the deal plan

Based on confirmed terms, Walton generates a complete deal plan with all required documents, approvals, dependencies, and closing conditions.

03

Upload data room materials

Walton reviews company materials to validate assumptions, extract additional terms, flag issues, and update the deal plan.

04

Generate drafts

Drafts start from industry-standard templates or prior-round documents and are populated using the current deal terms and plan.

05

Process opposing counsel comments

Walton classifies comments by their impact on deal terms or closing steps, and automatically updates the deal plan to reflect any changes.

06

Iterate until drafts are finalized

Drafting and review repeat as terms change and comments are resolved, until all transaction documents are finalized and ready for signing.

07

Track signatures

Signature packets are generated and sent for signing. Signed documents are tracked and linked back to the deal plan.

08

File the Certificate of Incorporation

The amended and restated certificate of incorporation is generated from the deal terms and filed directly with the Secretary of State. Filing confirmation is tracked in the deal plan.

09

Close the transaction

Checklist items are completed only when supported by evidence; once all required items are satisfied, the closing set is compiled automatically.

Questions & Answers

Experience better legal transactions.

Request early access and we'll follow up to discuss availability.