FLAT FEE 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
Get Started
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
Get Started
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
Get Started