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English
$
USD
I will draft a subscription agreement and accredited investor questionnaire
Licensed US Securities Attorney Reg D and Capital Raising Expert
I am James Douglas Ford, a licensed US Attorney (Bar #346590) specializing in corporate securities, capital raising, and syndication law. With deep expertise in SEC compliance (Reg D, 506b/506c), I pr...
About this Gig
Closing the deal requires airtight execution. When an investor is ready to commit capital, you must have a legally sound Subscription Agreement and Accredited Investor Questionnaire ready to sign.
As a licensed US Securities Attorney (Bar #346590), I draft custom subscription documents that legally bind the investor, verify their accreditation status, and protect your company from SEC violations.
What is included:
- Subscription Agreement: Legally binds the investor to the terms of your PPM, outlines the number of shares/units purchased, and includes required investor representations and warranties.
- Investor Questionnaire: Safely and legally verifies the investor's net worth or income to ensure compliance with SEC Accredited Investor definitions.
Don't risk your capital raise on poorly drafted internet templates. Secure your funding legally. Place your order now.
Field of law:
Civil rights
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
Can these documents be signed electronically?
Yes, the documents I draft are fully formatted for use with DocuSign, HelloSign, or other e-signature platforms.
Do I need a PPM to use a Subscription Agreement?
While highly recommended, if you are raising a very small amount from close friends/family, a Subscription Agreement can sometimes be used
Does the questionnaire cover entities as well as individuals?
Yes, my Standard and Premium packages include provisions for Trusts, LLCs, and Corporate investors to verify their accreditation.
What is a Bad Actor Questionnaire?
The SEC prohibits companies from raising capital if certain "bad actors" are involved. This questionnaire proves you did your due diligence.
Are these documents state-specific?
They are drafted based on federal SEC regulations, but include standard "blue sky" compliance language applicable across the US.
