(1) Our standard offering preparation and execution support service includes offering structuring guidance, development of a Presentation Grade PPM, SEC and State filing support, on-going compliance support, and access to our broker-dealer community.
(2) RDR Investor Portal Website build fee and compliance management application. The portal website and compliance application includes front-end portal website build and back-end compliance management application providing regulated registration for PPM document access, investor accounts with secure document delivery, investor verification management, and offering management and administrative applications. Monthly Access Fee billed separately.
(a) $7,000 processed immediately to engage offering preparation services and provide portal build deposit;
(b) offering preparation balance of $3,000 due and payable 30 days net from retaining services or upon delivery of a final PPM document whichever comes first and;
(c) portal website balance of $1,500 due (i) immediately upon RDR and Client deeming the Portal development final and prior to RDR upload of website files to the server for launch of the Portal or; (ii) 60 days net from engaging RDR for Portal Development Services whichever comes first.