PPM Services

List of services we provide for private capital raises, including, EDGAR/SEC filings, electronic national Form D filings, manual Form D filings, flat fee private placement memo drafting, and PPM reviews.

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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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