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I will draft ppm, subscription agreement and investor documents
Licensed US Securities Attorney,Institutional PPMs and SEC Compliance
I am Daniel Kennedy Calisher, a licensed U.S. Attorney (Bar No. #181821) specializing in corporate securities, private offerings, and SEC compliance. I help founders, real estate syndicators, and fund...
About this Gig
A complete private offering requires two legal pillars: the disclosure document that shields you (the PPM) and the binding contract that commits the investor's capital (the Subscription Agreement).
I am Daniel Kennedy Calisher, a licensed U.S. Attorney (Bar No. #181821). I draft high-converting, legally unassailable investor documentation suites that close deals safely.
What This Package Delivers:
Private Placement Memorandum (PPM): Institutional narrative, risk factors, structure, and terms.
Subscription Agreement: Legally binding investment contract, payment terms, and issuer protections.
Investor Suitability Questionnaire: Verification of accredited status under Rule 501.
Investor Representations & Warranties: Indemnification clauses safeguarding your company.
Bad Actor Disqualifiers: Compliance mechanisms under Rule 506(d).
Protect your equity, retain management control, and close investors with professional clarity.
Send a message with your business details to begin immediately.
Field of law:
Business (corporate)
Target country:
Worldwide
Document type:
Other
Agreement type:
Other
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
Why is a Subscription Agreement necessary if I already have a PPM?
The PPM is an informative disclosure document; it is not a signed contract. The Subscription Agreement is the legally binding agreement where the investor agrees to purchase the securities, consents to company governance rules, and makes critical legal representations.
How does the Investor Suitability Questionnaire protect me?
It forces the investor to formally certify their financial status (income, net worth, sophistication) under penalty of perjury, protecting the company from claims that it sold unregistered securities to unqualified individuals.
Can you tailor documents for a multi-class LLC or LP?
Yes. I frequently draft documents for multi-class LLCs, Limited Partnerships (LPs), and C-Corporations, integrating distribution waterfalls, voting limits, and manager protections.
Are these documents compatible with online investment portals?
Yes. All documents are delivered in clean, fully formatted Word and PDF formats ready for digital signature upload (DocuSign, HelloSign) or platform integration.
Can we adjust the terms if my offering details change?
Yes. The included revision rounds allow us to refine the offering terms, share prices, minimum investment sizes, and use of proceeds to match your final structure.
