Offering Assistance in Raising Business Capital

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i​nsights and analysis of the equity crowdfunding private capital market 



We will work with you every step of the way. 

Prior to closing, we do the following:

  • Consult on pre-offering entity structure
     and venue
  • Edit or rewrite business plan and
    executive summary
  • Edit or rewrite elevator
    speech/mission statement
  • Write or edit PPM
  • Write or edit Subscription Agreement
  • Write or edit Operating Agreement
  • Integrate and apply SEC, FINRA,
    and state legends
  • File Form D with the SEC
  • Work with issuer to identify and contact potential investors
  • Draft term sheet for each class of investor
  • Write and mail accredited investor verification letters 

At closing and after closing we do the following:

  • Participate in closings by conference call as requested
  • File Form D notice with each state regulator within 15 days of each closing
  • Calendar each state’s regulatory compliance deadlines
  • Consult on Rule 144/Rule 144A aftermarket considerations 


10-12 Business Days

Retainer Fee

Our fees are negotiable.

Email us today to schedule a free 20-minute consultation.

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