We Provide The Tools And Expertise To Capitalize Your Vision

Regulation A+

Drafting of Form 1-A, SEC submittal and revisions through qualification, broker dealer access, and investor portal website
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Regulation D

expert Offering Preparation including PPM documents, SEC and State filings, execution support and broker dealer access
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Capital Market Access

access the capital markets through our FINRA Broker Dealer Community and Private Equity Community
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Investor portals

engage investors, manage compliance processes and provide investor relations with a custom Investor Portal Website

Presentation Grade Private Placement Documents

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Our presentation gradeTM PPM documents dramatically Enhance the quality of your investment presentation.

We prepare the highest quality Private Placement Memorandum (“PPM”) documents in the industry. Our PPM documents are expertly drafted to the SEC’s Form 1-A model of disclosure ensuring your company is using ultra high specification disclosure documents that are compliant and accurate. We also custom build each PPM into a true presentation piece with deployment of custom graphics, client branding, and a professional investor presentation that significantly enhances your interaction with investor prospects.

Since 1999 we've assisted in preparing over 5,000 private placement offerings.

attract, convert, and manage investors with a dedicated custom web portal


Just like our Presentation Grade PPM documents our investor portals were designed and built to maximize the effectiveness and success of your securities offering using the most advanced applications and technology on the market. Our Investor Portals provide a dedicated web portal for your offering that allows for promotion of the offering, controlled access to offering documents, online management of the subscription process, accredited investor verification, and provides for investor relations with our custom investor relations application. Promote and manage your offering more effectively with an RDR Investor Portal.

offering promotion

compliance and subscription

investor relations

Contact Regulation D Resources

Access capital through a Regulation A+ or Regulation D 506(c) “public offering” and through our exclusive broker dealer partnerships and resources for retailing securities and raising capital for your offering.

Learn more about the capital access we provide and how we assist clients in executing successful offerings.

learn about our capital access channels

The Critical Error Many Sponsors Make on Fund Management Fees

Real estate funds tend to have multiple fees that are paid to the Fund Manager. A typical real estate fund fee structure would include, but not be limited to, Fund Management Fees, Asset Acquisition Fees, Asset Disposition Fees, and Construction Management Fees. One permutation of the Fund Management Fee structure we have seen in real […]

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