Save money by bundling your Regulation Crowdfunding and Regulation D capital raises together.
Included in our comprehensive suite of services:
Form C: A crucial document required by the SEC for any
crowdfunding campaign. It's more than just paperwork; it's a legally
binding disclosure that demands precision and compliance.
Private Placement Memorandum (PPM): Inform investors about your business, securities, and financials. While not an SEC requirement, a PPM is considered best practice and essential for educating potential investors.
Concierge Service: Say goodbye to stress with our Concierge Service. Our experienced team guides you through the entire process, from loading company information into Form C to handling the Form ID. With us by your side, filing becomes seamless.
Form ID Assistance: Let our online notary service simplify the Form ID process. We help you collect basic company data, notarize documents virtually, and secure your CIK number for future SEC filings—all in one day.
Attorney Review: Ensure compliance and accuracy with our network of securities attorneys.
Included in our package:
- Form ID ($99)
- Form C ($1750)
- Attorney Review ($1750)
- Document management ($99)
- Form D ($199)
- Private Placement Memorandum ($3500)
- Attorney Review ($2500)
All this for a comprehensive, all-in-one price of $7,500.
Not included:
- Bad Actor Checks ($125 each)
- Subscription Agreement, State Filings, Investor Certifications (priced by attorney on a per-case basis)
Ready to navigate Regulation CF/D with confidence? Let us streamline your fundraising journey.
Form ID
Registers your company with the SEC and provides credentials so you can file your Form C
$99
Form C
Required to be filed in order to launch your Reg CF campaign
$1,750
Concierge Service
A paralegal personally assigned to help you prepare and file your Form C
$1,000
Attorney Review
An experienced securities attorney will review and finalize your Form C so you can file with confidence
$1,750
Form D
Notifies the SEC of basic information relating to the raise. Must be filed no later than 15 days after the sale of the first security
$199
Private Placement Memorandum
Detailed investment document to inform investors about the business and the raise
$3500
Reg D Concierge Service
A paralegal personally assigned to help you prepare your PPM
$1500
Reg D Attorney Review
An experienced securities attorney will review and finalize your PPM
$2500