FLAT FEE PPM SERVICES

PPM Services

Essential – Up to $5M

  • Custom drafted Private Placement Memorandum disclosure documents
  • Prepare and submit State Notice Filings (a.k.a. Blue-Sky Filing) for up to 5 U.S. states
  • Federal filing of SEC Regulation D
  • Tailored LLC Operating Agreement
  • 2 hours Attorney Phone Support and Limited Email Support

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PPM Services

Executive – $5M to $25M

  • Custom drafted Private Placement Memorandum disclosure documents
  • Prepare and submit State Notice Filings (a.k.a. Blue-Sky Filings) for up to 10 U.S. states
  • Federal filing of SEC Regulation D
  • Tailored LLC Operating Agreement
  • 4 hours Attorney Phone support and Unlimited Email Support

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PPM Services

Elite – $25M and Above

  • Custom drafted Private Placement Memorandum disclosure documents
  • Prepare and submit State Notice Filings (a.k.a. Blue-Sky Filings) for ALL 50 United States
  • Federal filing of SEC Regulation D
  • Tailored LLC Operating Agreement
  • Unlimited Attorney Phone and Email support

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