We consult on your pre-offering entity structure options.
We draft your PPM, subscription agreement, investor questionnaire, operating agreement and a term sheet template.
We file your documents with the SEC and states.
We execute and mail or deliver
your investors' verification letters.
We help you establish an EDGAR account
and secure your CIK numbers.
We advise on possible Rule 144 and Rule 144A secondary market opportunities.
We work with you to contact and pitch investors. We introduce you to new investor platforms.