Services offered:
Consult on entity structure
Establish an EDGAR account and secure a CIK number
File Form D • Draft PPM and/or executive summary, subscription agreement, and investor questionnaire (the offering documents)
Draft verification letters [unless using Rule 506(b]
Assist in investor presentations if asked and as appropriate
Draft any remaining documents necessary to close
File in state(s) as necessary
Consult on the secondary market (SEC Rule 144A)
Consult on overseas investors (Regulation S)
Contact dslain@privateplacementadvisors.com
Services offered:
Consult on entity structure
Establish an EDGAR account and secure a CIK number
File Form D • Draft PPM and/or executive summary, subscription agreement, and investor questionnaire (the offering documents)
Draft verification letters [unless using Rule 506(b]
Assist in investor presentations if asked and as appropriate
Draft any remaining documents necessary to close
File in state(s) as necessary
Consult on the secondary market (SEC Rule 144A)
Consult on overseas investors (Regulation S)
Contact dslain@privateplacementadvisors.com
Services offered:
Consult on entity structure
Establish an EDGAR account and secure a CIK number
File Form D • Draft PPM and/or executive summary, subscription agreement, and investor questionnaire (the offering documents)
Draft verification letters [unless using Rule 506(b]
Assist in investor presentations if asked and as appropriate
Draft any remaining documents necessary to close
File in state(s) as necessary
Consult on the secondary market (SEC Rule 144A)
Consult on overseas investors (Regulation S)
Contact dslain@privateplacementadvisors.com
Services offered:
Consult on entity structure
Establish an EDGAR account and secure a CIK number
File Form D • Draft PPM and/or executive summary, subscription agreement, and investor questionnaire (the offering documents)
Draft verification letters [unless using Rule 506(b]
Assist in investor presentations if asked and as appropriate
Draft any remaining documents necessary to close
File in state(s) as necessary
Consult on the secondary market (SEC Rule 144A)
Consult on overseas investors (Regulation S)
Contact dslain@privateplacementadvisors.com