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. 

Private Placements Review

Private Placements Review is a monthly review of exempt offerings in cannabis, distressed real estate, Blockchain and other Reg D flavors-of-the-month. Subscribers are given Audible.com coupons for all titles in the 15-volume Exempt Offerings Handbook Series.