We know that platforms have enough to do, like attracting founders, monitoring deals, preparing campaign pages, managing escrow.

And if you’ve ever tried taking a founder through the Form C, you know that it is a very arduous process. Founders need to gather documents, organize financials, plan the business, balance the cap table, and on! Most of them need a hand holding to guide them through the process and help getting their forms filed with the EDGAR system.

This is what we do. Our team of paralegals will lead your founder through the entire Form C process from filing a Form ID to get registered with the SEC, to completing bad actor checks, and populating a draft of the Form C. Our network of CPAs can assist with financial preparation and our network of securities attorneys can review the Form C draft for final approval and filing. This process typically takes a founder 4-6 weeks.

So all you have to do is make the introduction, and we handle the rest!

Raising capital is not easy. We make it easier.

Founders need to focus on running their companies. And raising capital can be a job on its own. That’s where we come in. Our All in One Form C service provides a step by step process and a personally assigned paralegal to guide you. And we do it in the most cost effective and orderly way, setting the gold standard for the industry. Our on-staff securities attorney can answer questions and assist in your legal needs including company formation, corporate conversion, equity structure, and more. And our CPA referrals can assist with the preparation of your financial documents.

In order to file a Form C, a company first needs to file a Form ID to assign credentials for the SEC’s filing system. Officers and directors are required to file Bad Actor Checks. Next a draft of the Form C, a complex disclosure document required by the SEC in order to crowdfund, needs to be prepared. Finally, a securities attorney will review the Form C draft, finalize it with you and file it with the SEC. The process typically takes between 4-6 weeks start to file depending upon how organized and responsive you are to our team.