I will audit your debt or equity offering memorandum for sec compliance

Before you take investor money, you must ensure your offering document isn't a regulatory time bomb. I will conduct a professional audit of your debt or equity Offering Memorandum. I evaluate the structural integrity of your offering, ensuring your chosen SEC exemption is valid and that your document meets the strict disclosure requirements of federal securities law. As a licensed attorney, I provide the final layer of professional scrutiny needed to ensure your fund or company is operating within the legal safe harbor.

Audit Checklist:

• Verification of Regulation D, Rule 506(b)/(c), or Regulation S compliance.
• Auditing the debt instrument or equity class for legal consistency and enforceability.
• Reviewing the waterfall and payment priorities for structural errors.
• Identifying potential "Bad Actor" disqualification issues.
• Cross-referencing all offering materials for consistency and regulatory adherence.

Why trust my audit:

• Bar-Certified Professional: Direct attorney oversight (Bar #83994).
• Institutional Rigor: I apply the same due diligence standards as institutional LPs.
• Conflict Identification: I spot fee and management conflicts that create liability.