WE PREPARE PRIVATE PLACEMENT DOCUMENTS...

Our focus is in the preparation of Regulation D Private Placement Documents. We assist attorneys and entrepreneurs who are preparing the appropriate documents to receive private capital.

Confidentiality & Discretion

Our clients can rest assured that their information will be kept in strict confidence. We do not advertise the names of our clients (unless they ask us to do so), and we do not sell, lease or rent information from our databases as stated in our strict privacy policy. Moreover, our documents never contain the name of our company or the author of the document. If we prepare your documents they become your property upon full payment of the services.

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Our Prep Process

Our website is designed to make this process flow smoothly. After ordering our PPM Prep Service you will have access to our confidential services section. This section guides you through a simple questionnaire that prepares our staff for the development process. It is completely automated, however, for those of you who prefer to deal with a live human being, you will also have access to our LiveHelp system, which provides a live connection to one of our paralegals. The purpose of our digital methodology is to provide a clear, written record of all material information, so we can accurately deliver your documents with minimal interruptions.

What You Get

We complete the entire offering document from front to back. We figure stock valuations, use of proceeds percentages, dilution, debt conversion ratios, and everything else needed to complete the document. After we complete and deliver the documents (Private Placement Memorandum) the documents are then ready to be distributed to investors. We also file your Form D with the SEC and we prepare your state Blue Sky filings.

All our documents are prepared to adhere to the strict rules of Regulation D as stated in the Securities and Exchange Commission's Securities Act of 1933 as Amended. We prepare Rule 504, 505 and 506 memorandums, and SCOR offering documents. We do not prepare Regulation A or Regulation S documents, however many of our memorandums can be cross-platformed to work with Reg A and S. We deliver all completed documents based on the subscription you purchase. Our documents include a Subscription Agreement, Investor Suitability Questionnaire and/or a Promissory Note (for debt offerings), along with all other information and disclosures required. We also include a specific Private Investment Operating Agreement for all LLC's.