Delivering Results That Exceed Expectations

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808-320-7047

insights and analysis of the Crowdfunding private capital market

808-320-7047

7-Stage Schedule


Consult

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

Draft

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

File

We file documents with SEC and states

Draft

We draft SEC-mandated verification letters

Establish

We establish a SEC EDGAR account and secure a CIK number

Consult

We advise on Rule 144 secondary market opportunities and challenges.

Introduce

We introduce clients to the FINRA broker-dealer community, private equity resources, and online platforms

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