order your services

Thank you for engaging our firm!

1

Step One:
Choose your service package and make payment

2

Step Two:
Electronically sign Service Agreements

3

Step three:
Check your email for onboarding and account information

We look forward to helping you execute a successful offering.

To engage us for Regulation D Offering Preparation and/or Regulation D Investor Web Portal Services: You can choose services, create your account and remit a retainer payment using the form below. After your payment is processed, you will be required to electronically sign our services agreement. Once complete, we will create your account and send you the necessary information we need to get started working on your offering. You may also call us at (720) 586-8610 to engage our services and process a retainer payment.

To engage us for Regulation A+ Offering Preparation Services: Please call us directly at 720-586-8610 and choose option 2 for payment processing and Regulation A+ account creation information.

A

Choose Your Regulation D Service

Please select the service package that you wish to engage our services for by clicking one of the three black buttons below. Your choices are:

  • Offering Preparation Only
  • Offering Preparation with Investor Portal Website
  • Investor Portal Website Only

Once you have made your selection the button will turn green, indicating your choice.

Please then scroll down to complete the billing information, review your order and enter in the payment information for processing.

view included services

Our standard offering preparation and execution support service includes offering structuring, development of a Presentation Grade PPM, SEC filing, State filing support, and access to our broker-dealer community and other market assets.

view payment schedule

(a) $3,500 processed immediately to retain services; (b) balance of $4,000 due and payable 30 days net from retaining services or upon delivery of a final PPM document whichever comes first.

view included services

(1) Our standard offering preparation and execution support service which includes offering structuring, development of a Presentation Grade PPM, SEC filing, State filing support, offering execution support, and access to our broker-dealer community and;

(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.

view payment schedule

(a) $5,500 processed immediately to engage offering preparation services and provide portal build deposit;

(b) offering preparation balance of $4,000 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.

view included services

RDR Investor Portal Website build fee and compliance management application. The portal website and application includes offering portal template customization, regulated registration for PPM access, investor management accounts with secure document delivery, and offering management and administrative applications. Monthly Access Fee billed separately.

view payment schedule

(a) $3,500 processed immediately to retain portal build services and begin development;

(b) balance of $1,500 due (a) 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;

(c) 60 days net from engaging RDR for Portal Development Services whichever comes first.

B

Billing Information

C

Review Your Order

Please select a Reg D Service Package

D

Payment Information:

By checking the box to the left I agree to the terms of service stipulated in the PPM Service Agreement and/ or Portal Service Agreement