CONSULT

We consult on your pre-offering entity structure options. 


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DRAFT

We draft your PPM, subscription agreement, investor questionnaire, operating agreement and a term sheet template.

FILE

We file your documents with the SEC and states.


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VERIFICATION LETTERS

We execute and mail or deliver

your investors' verification letters. 

SEC EDGAR

We help you establish an EDGAR account

and secure your CIK numbers. 


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SECONDARY MARKET

We advise on possible Rule 144 and Rule 144A secondary market opportunities. 


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INTRODUCE

We work with you to contact and pitch investors. We introduce you to new investor platforms. 


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