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I will draft accredited investor questionnaires and subscription booklets
Securities Compliance for Reg D Offerings Licensed US Attorney
I am Karen Elizabeth Dunn, a licensed U.S. attorney (Bar #105626) focused on securities law and Regulation D offerings, including 506(b) and 506(c) compliance. I provide professionally drafted Private...
About this Gig
Accurate investor intake documents are critical in any private offering. I draft accredited investor questionnaires, subscription booklets, and related investor-facing forms for Regulation D and other private capital raises in the United States.
I am licensed attorney and I help issuers prepare legally structured investor documents that support compliance, improve recordkeeping, and make the subscription process more organized.
This gig is ideal for:
- Startups raising capital from accredited investors
- Real estate syndications
- Private funds
- Private companies issuing securities
- Sponsors needing investor intake paperwork
Services available through this gig include:
- Accredited investor questionnaire
- Investor suitability forms
- Subscription booklet drafting
- Investor representation sections
- Signature and acceptance pages
- Entity and individual investor formats
- Structured intake language for private offerings
Well prepared subscription documents help buyers move forward faster and reduce avoidable errors during investor onboarding. If you need investor paperwork that is professionally drafted and tailored to your offering, this gig is designed for that purpose.
Field of law:
Finance
Target country:
United States
Document type:
Legal opinion
Agreement type:
Service agreement
•
Power of attorney
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.
Other Legal Consulting Services I Offer
FAQ
What is an accredited investor questionnaire?
It is a document used to collect representations and information showing whether an investor meets accredited investor standards.
Do you draft subscription agreements too?
This gig focuses on questionnaires and subscription booklets, but related subscription documentation can be included depending on the package or project scope.
Can you prepare forms for entity investors?
Yes. I can draft versions for both individual and entity investors.
Are these documents suitable for Reg D offerings?
Yes. These documents are commonly used in Regulation D private offerings and can be tailored for 506(b) or 506(c).
What do you need from me?
I need your issuer name, offering type, investor type, minimum investment amount, and any specific subscription terms.
