7-Stage Schedule


We consult on the pre-offering entity structure and term sheet


We draft the PPM, subscription agreement, investor questionnaire, state filings, and other offering documents


We file documents with SEC and states


We draft SEC-mandated verification letters


We establish a SEC EDGAR account and secure a CIK number


We advise on Rule 144 secondary market opportunities.


We provide introductions to the FINRA broker-dealer community, industry-specific investor platforms and selective private equity resources. 

Subscribe to 

Private Placements Review

  Monthly Review of Form D Filings 

Free audiobooks.

 Enter your email address below to become a subscriber.

This site uses Google reCAPTCHA technology to fight spam. Your use of reCAPTCHA is subject to Google's Privacy Policy and Terms of Service.

Thank you! Your message was sent successfully.

This site is operated by Private Placement Advisors LLC (PPA) which is not a registered broker-dealer. PPA does not give investment advice, endorsement, analysis or recommendations with respect to any securities. The companies and the securities discussed here are being offered by, and all information included on this site is the responsibility of, the issuer of such securities. PPA has not taken any steps to verify the adequacy, accuracy or completeness of any information. Neither PPA nor any of its officers, directors, agents and employees makes any warranty, express or implied, of any kind whatsoever related to the adequacy, accuracy or completeness of any information on this site.