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I will prepare sec ready private offering documents for your business
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
Soliciting capital in the United States without SEC-compliant documentation can halt your raise and trigger severe statutory penalties.
I am Daniel Kennedy Calisher, a licensed U.S. Attorney (Bar No. #181821). I prepare fully compliant, SEC-ready private offering documents designed to satisfy Regulation D exemptions and protect your venture from day one.
Available Offering Documents:
Comprehensive Term Sheets & Letters of Intent
Regulation D (Rule 506(b) / 506(c)) Offering Memorandums
Form D Filing Data Worksheets
Investor Suitability & Verification Protocols
Transfer Restriction & Resale Notices
State Blue Sky Compliance Guidelines
I structure clean equity, convertible debt, SAFE, and preferred unit offerings for growth companies, real estate funds, and corporate entities. Every document is prepared with absolute legal rigor to ensure institutional presentation.
Message me with your target raise amount and current corporate status to start.
Field of law:
Business (corporate)
Target country:
Worldwide
Document type:
Terms of service
Agreement type:
NDA
•
Service agreement
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 an SEC Form D, and do I need one?
Form D is a brief notice filed electronically with the SEC within 15 days of the first sale of securities in an offering under Regulation D. I prepare the complete data framework and instructions to ensure your filing is timely and accurate.
Can I use these documents to raise money in all 50 states?
Federal Regulation D exemptions preempt state registration requirements (under NSMIA), but states still require notice filings (Blue Sky filings) and fees. My documents include the required federal and state jurisdictional language.
What is the difference between an Offering Memorandum and a PPM?
The terms are often used interchangeably in private markets. Both refer to the formal legal disclosure document that details the investment terms, operational strategy, management, financial structure, and risks of an investment.
Can you draft documents for both equity and debt raises?
Yes. I prepare offerings for common equity, preferred equity, convertible notes, simple agreements for future equity (SAFE), and promissory debt notes.
How do I provide my offering details?
Once you order or message me, you will complete a streamlined legal onboarding questionnaire that covers your entity structure, funding targets, and preferred terms.
