Exempt Offerings  JOBS Act Solutions

advising on exempt offerings to find investors.  


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