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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 more than 4,500 private placement offerings.
Just like our Presentation Grade PPM documents our investor portals were designed and built to maximize the effectiveness and success of your Regulation D 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.
compliance and subscription
Please note that on June 12, 2018 our Offering Preparation and Execution Service shall have a planned fee increase of $500.00. The new fee and terms for the Offering Preparation and Execution Service shall be $6,500 total fee paid $3,500 as a retainer and the balance of $3,000 due 30 days net from engagement of services. […]