Services

Showing all 6 results

  • efd

    EFD Blue Sky Filings

    $99.00

    EFD Blue Sky Filings

    $99.00

    For 506(b) and 506(c) offerings only. We file your Form D into the NASAA Electronic Filing Depository. This covers filings for 44 states (see the list below for excluded states). We file your docs, you pay the state fees separately (we provide a form for paying the fees, which gets filed with your docs).

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  • flat fee ppm

    Flat Fee PPM

    $4,450.00

    Flat Fee PPM

    $4,450.00

    Our Flat Fee PPM service is for start ups, equity crowdfunding rounds, private businesses, small public companies, hedge funds, private equity funds, real estate funds, and more. Whether you’re starting, or running, a limited partnership, LLC, or a corporation, we develop the corresponding documents that get delivered to investors. Our staff completes your PPM, front-to-back, typically within 15 days. We also prepare and file your Form D with the SEC, and the appropriate states (see “Step 5” below for details). You interact with our staff providing the information we need to compile your PPM. When we're finished your PPM and supporting documents will be ready for investors.

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  • form d filing

    Form D Filing (SEC)

    $120.00

    Form D Filing (SEC)

    $120.00

    We file your Form D electronically, with EDGAR! If you do not have a CIK number from the SEC we will obtain one for you. After your CIK is established we begin filing your Form D. This service is typically completed within 3-5 business days.

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  • manual

    Manual State Filing

    $79.00

    Manual State Filing

    $79.00

    Our manual state filing includes, one Rule 506(b) and 506(c) Form D notice filing, for states not participating in NASAA's EFD uniform national filing system (AZ, CT, LA, MA, and NY). We provide the manual filing docs, you pay the state fees (we also include the payment form).

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  • paralegal

    Paralegal Service

    $3,450.00

    Paralegal Service

    $3,450.00

    Attention SEC Lawyers, do you need a PPM fast? If so, our certified paralegal staff members are trained and experienced with Regulation D disclosure documents, and filings. We handle everything, from prepping the PPM and customizing the subscription package, to filing both state and federal forms. We provide all the templates needed.

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  • review

    PPM Review

    $750.00

    PPM Review

    $750.00

    Need a second, independent review of your PPM? Our staff will review your final PPM draft before you send it to investors.

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Showing all 6 results