I will prepare a complete private securities offering package for your raise
Licensed US Securities Attorney,Institutional PPMs and SEC Compliance
Acerca de este Servicio
Serious syndicators and fund managers do not assemble piecemeal legal forms. A successful, institutional capital raise requires a unified, attorney-drafted securities offering package.
I am Daniel Kennedy Calisher, a licensed U.S. Attorney (Bar No. #181821). I provide end-to-end legal packages for founders, syndicators, and private equity sponsors raising capital under SEC Regulation D.
Your Complete Package Covers:
Institutional Private Placement Memorandum (PPM)
Investor Subscription Agreement & Signature Pack
Accredited Investor Questionnaire & Verification
Corporate Authorizing Resolutions (Board/Manager approval)
Governing Agreement Alignment (Operating Agreement / LPA)
SEC Form D Preparation Guidelines & State Notice Filing Instructions
Eliminate structural loopholes, protect your personal assets, and present sophisticated investors with documents that reflect elite institutional caliber.
Send me a message via Fiverr to discuss your capital raise goals today.
Campo del derecho:
Negocios (corporativos)
País de destino:
Todo el mundo
Tipo de documento:
Otros
Tipo de acuerdo:
Otros
Los servicios de consultoría jurídica no se revisan
Ten en cuenta que este servicio no pasa por un proceso de revisión. Te recomendamos enviar un mensaje al freelancer y verificar todos los detalles necesarios antes de hacer el pedido. Los freelancers Pro de esta categoría han pasado por un proceso de selección. Puedes ver más detalles aquí.
FAQ
How do you ensure the offering documents match my Operating Agreement?
Under the Premium Package, I align your operating agreement or bylaws with the PPM and Subscription Agreement, ensuring distribution waterfalls, voting rights, and transfer restrictions are completely synchronized across all contracts.
Who is this complete package designed for?
This package is engineered for companies raising between $500K and $50M+, including real estate syndicators (multifamily, commercial, storage), tech startups raising seed/Series A, venture studios, and debt funds.
Are these documents customized or based on boilerplate text?
Every business has unique risks and economic structures. Every document is custom-drafted to mirror your specific enterprise, compliance profile, and target investor base.
What information is needed to start my project?
I will need your target raise amount, company entity type and state of formation, use of capital, management details, and proposed investor return structure. I provide a clear legal intake questionnaire upon order start.
How are files delivered?
You receive clean, editable Microsoft Word files (.docx) alongside finalized, publication-ready PDF documents formatted with professional legal typography.
