Securities and Financing

Whether seeking start up funding, Series A capital, or need access to banking, we offer quick and effective counseling to ensure compliant and successful offerings and referrals to alternative funding sources.

Schedule a call today

Along with the necessary formation documents, securing financing is a crucial step in starting and growing your business. Our experienced attorneys will assist in federal and state securities disclosure and compliance matters, ensuring success in your offerings. Schedule a consultation today and lets get your business started.

Services & Document Drafting Offered

506 (b) or (c) offerings

Pro Forma Review

Private Placement Memo

Subscription agreement

Investor Suitability Questionnaire

Due diligence

Review of Operating Agreements