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I will prepare sec compliant offering documents for accredited investors
Licensed US Securities Attorney, Capital Raising and PPM Expert
I am Aaron James Ehrlich, a Licensed US Attorney (Bar #063235) specializing in corporate law, securities, and capital raising. With extensive experience drafting Private Placement Memorandums (PPMs) a...
About this Gig
When pitching to accredited investors, angel syndicates, or venture capitalists, your offering documents must reflect a high level of legal sophistication. Accredited investors know what to look for, and substandard legal paperwork will kill a deal instantly.
As a Licensed US Attorney (Bar #063235), I draft SEC-compliant offering documents designed specifically for accredited investors under Rule 506(c) or 506(b). I ensure your Subscription Agreements, Investor Questionnaires, and Term Sheets are perfectly aligned to protect your cap table and comply with federal securities regulations.
My services include:
- Verification parameters for accredited investor status.
- Clear, concise Term Sheets outlining valuation and investor rights.
- Legally binding Subscription Agreements to execute the investment.
- Comprehensive Investor Questionnaires to satisfy SEC safe harbors.
Provide your potential investors with frictionless, professional, and legally flawless paperwork. Choose the package that fits your current capital-raising stage and lets secure your investment.
Field of law:
Business (corporate)
Target country:
United States
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
What is a Subscription Agreement?
It is the actual contract where the investor agrees to buy shares/units in your company at a specified price, making the investment legally binding.
Why is an Investor Questionnaire important?
It acts as legal proof that you took the necessary steps to verify that your investor meets the SEC's financial requirements to be deemed "accredited."
Can you draft documents for Convertible Notes or SAFEs?
Yes, I can structure the offering documents around equity, Convertible Notes, or Simple Agreements for Future Equity (SAFE).
Are revisions included?
Yes, all packages include a round of revisions to ensure the terms perfectly match your negotiated deal with investors.
Is attorney-client privilege established here?
Purchasing this Gig establishes a transactional drafting relationship. A formal engagement letter can be provided upon request.
