Our engagement fees are negotiable.
Every issuer brings a different fact pattern and a different marketing plan to the table.
- We help issuers identify and negotiate with Accredited Investors.
- We prepare customized professional-grade PPMs, Operating Agreements, White Papers, Purchase Agreements, Subscription Agreements, Term Sheets, Exempt Offering Legends, and other deliverables.
- We file with Federal and states' securities regulators and comply with ongoing state regulatory requirements on behalf of issuers for 24 months following their offerings.
- We advise on marketing best practices under Regulation D and Regulation S.
For more information, call 415-320-5496 or email [email protected]
Click here to edit text