Private Placement Handbook Series


SECURITIZED REAL ESTATE AND 1031 EXCHANGES

HOW TO FINANCE A MARIJUANA BUSINESS: CANNABIS MEETS CROWDFUNDING

CALIFORNIA REAL ESTATE: HOW TO USE OTHER PEOPLE’S MONEY TO BUY REAL ESTATE

CROWDFUNDING ON STEROIDS

EXEMPT OFFERINGS: CROWDFUNDING AND BEYOND

GUIDE TO THE JOBS ACT: TOOLS FOR CROWDFUNDING

MARIJUANA MONEY

BUSINESS BROKERS AND SECURITIES LAWS: HOW TO AVOID BECOMING AN UNLICENSED BROKER-DEALER 

CONSULT

We consult on your pre-offering entity structure options. 

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.

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. 

SECONDARY MARKET

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

INTRODUCE

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