Last Updated
Overview
Lazo provides comprehensive back-office management for startups, aiding in legal compliance, financial structuring, and critical fundraising activities. Even though users might require initial training for better software adoption, its seamless, integrated platform justifies the investment. Overall, Lazo’s focus on streamlining operational workflows helps founders achieve essential VC-readiness.
Overall Rating
Based on 14 users reviews
4.9
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Lazo Specifications
- Document Management
- Client Management (CRM)
- Billing & Invoicing
- Document Automation/Assembly
What Is Lazo?
Lazo software supports startups through every stage, from formation to fundraising, addressing critical financial, operational, and compliance needs. It allows founders to set up their company efficiently through guided incorporation, tax registration, and bank account assistance, freeing them to focus on product development. Furthermore, Lazo One products unlock capital by helping users find top investors using Crunchbase data and organizing legal documents with the AI-Powered Master Data Room.
Lazo Pricing
Lazo offers the following pricing plans:
- Core: $49/month
- Growth: $99/month
- Scale (coming soon): $199/month
Disclaimer: The pricing is subject to change.
Lazo Integrations
The Lazo software supports integration with multiple systems and platforms, such as:
- Crunchbase
- QuickBooks
Who Is Lazo For?
Lazo is ideal for a wide range of industries and sectors, including:
- Early-stage startups
- Venture-backed companies
- Legal tech
- FinTech
- B2B software
- Media services
Is Lazo Right For You?
For founders navigating the complexities of formation, compliance, and securing venture capital, Lazo offers a singular, cohesive solution. Lazo features, such as its stand-out integration of expert services with the Lazo One software environment, minimize operational overhead and de-risk growth. By ensuring all legal and financial data is perpetually VC-ready, Lazo delivers clear organizational value.
Still doubtful if Lazo is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Lazo Features
Investor Smartlists And Targeting
These capabilities leverage Crunchbase data to intelligently search and organize over 200,000 potential investors, advisors, and VCs. Users can create custom Smartlists, tracking every step of the fundraising process automatically. This ensures targeted and focused outreach, significantly accelerating capital unlock and business growth.
Accounting Copilot And KPIs
Lazo includes an Accounting Copilot, offering founders 24/7 access to expert knowledge and guidance. It securely connects vital ERPs like Quickbooks for daily data synchronization and automated reporting. Users gain quick access to key performance indicators and detailed financial statements, essential for proactive business management and investor updates.
Regulatory Compliance
Lazo provides the necessary templates and assistance for critical corporate maintenance, hiring, and intellectual property needs. This includes drafting shareholder agreements, managing IP registrations, and handling documents like advisor agreements. This organized approach ensures continuous adherence to complex state and federal regulations from company incorporation onward.
Fractional Controller And CFO Services
The platform offers specialized financial expertise, including access to fractional controllers and CFO professionals. Experts assist with sophisticated financial modeling, detailed budgeting, forecasting, and developing investor-ready fundraising strategies. This service provides scalable, high-level financial leadership without incurring the high overhead of full-time executive salaries.
Secure Virtual Data Room Sharing
Users can efficiently organize all legal and financial records into unified, AI-powered digital data rooms within the platform. These rooms can then be securely shared with unlimited potential investors and various stakeholders during due diligence. This centralized function massively streamlines the complex review process necessary for successful investment rounds.
Pros And Cons of Lazo
Pros
Provides excellent clarity and structure throughout every process
Easy to understand requirements and expected outcomes, even for non-experts
Offers helpful cross-selling services and special offers
Cons
Can be occasionally difficult to reach the right person from support team due to company growth
Some initial repetition in requesting the same information
Lazo Reviews
Total 14 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars93%
4
Stars7%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Marketing and Advertising, 11-50 employees
“Saves us time”
Pros
One of the best parts of Lazo is how it blends technology with hands-on expert support. The platform adds structure to finance, compliance and daily operational workflows and the guidance feels practical and genuinely tailored to startups. it takes a lot of the complexity out of these processes and ends up saving growing teams a significant amount of time.
Cons
Learning some features and workflows can take time at the beginning. For very small teams, parts of the service may feel more powerful than what they actually need. Also better onboarding guides and clearer organization of features would make it easier to get started.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
9
Functionality
8
Small Business, 11-50 employees
“super responsive support team”
Pros
Whenever I email the support team, I usually get a reply in under two hours. They're incredibly quick and always very responsive.
Cons
Nothing specific comes to mind. I am genuinely very happy with both the service and the product overall.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Offers a flawless service”
Pros
Working with their team has been a really positive experience. They are incredibly attentive and quick to respond, always available when needed and genuinely pleasant to work with. The quality of their work is consistently strong and they clearly pay close attention to every detail.
Cons
We really do not have any complaints. The service has been consistently excellent and whenever we have needed support or assistance, they have always been there with the attention and help we needed.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Frequently Asked Questions
Who are the typical users of Lazo?
Lazo caters to a diverse range of industries and sectors, including early-stage startups, venture-backed companies, legal tech, fintech, B2B software, and media services.
What level of support does Lazo offer?
Lazo offers support via email, and phone.
Does Lazo have a mobile app?
Information about a Lazo mobile application is not available.
What language does Lazo support?
Lazo is primarily available in English.
Does Lazo offer an API?
Information about a Lazo API is not available.
What other apps does Lazo integrate with?
The Lazo platform seamlessly integrates with various systems and tools, including Crunchbase and QuickBooks, to streamline workflows and enhance business efficiency.
What types of pricing plans does Lazo offer?
Lazo pricing options suit different business needs, including the Core plan at $49/month, the Growth plan at $99/month, and the upcoming Scale plan at $199/month. You can also request a custom Lazo cost plan tailored to your specific requirements.