FLAT FEE PPM SERVICES

Platinum Service

This service provides all the documentation you need to conduct your fundraising in full compliance with federal and state securities laws. We provide a custom drafted private placement memorandum (PPM) with custom industry-specific and company-specific risk factors, subscription agreement, investor questionnaire, and accredited investor verification letter.

Includes the following:

  • Complete Custom Drafted PPM (Includes Subscription Agreement and Investor Verification Letter)
  • Preparation of State Notice (Blue Sky) Filings for All US States
  • Preparation and Filing of Federal Form D
  • Custom LLC Operating Agreement
  • Federal Offering Compliance Attorney Opinion Letter
  • Designation of Our Law Firm in PPM (Adds Credibility and Comfort)
  • Ongoing Support Throughout the Offering
  • Expedited Service – Lightning Fast Turnaround

Gold Service*

This service provides all the documentation you need to conduct your fundraising in full compliance with federal and state securities laws. We provide a custom drafted private placement memorandum (PPM) with custom industry­-specific and company­-specific risk factors, subscription agreement, investor questionnaire, and accredited investor verification letter.

Includes the following:

  • Complete Custom Drafted PPM (Includes Subscription Agreement and Investor Verification Letter)
  • Preparation of State Notice (Blue Sky) Filings for Up to 10 US States
  • Preparation and Filing of Federal Form D
  • Custom LLC Operating Agreement

Silver Service

This service is for those clients who have not yet figured out how to proceed with their offering, or simply need the filings done for them.

Includes the following:

  • In Depth One Hour Private Placement Strategy Session — Get Your Legal Questions Answered.
  • Preparation and Filing of Form D with the SEC.
  • Preparation and Filing of State Filings for up to 10 States (for Rule 506 offerings only).

*Expedited Service Add-On

  • In a rush with your PPM? Use our expedited service for lightning-fast turnaround (optional add-on to Gold Service; included in Platinum Service).

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