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
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
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