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English
$
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I will draft a subscription agreement and accredited investor questionnaire
Licensed US Attorney, Securities, Reg D and Capital Markets
I am Justin Travis Carter, a licensed US Attorney (Bar #344362) specializing in corporate law, securities, and capital markets. With extensive experience in Regulation D offerings, I provide bulletpro...
About this Gig
Having a PPM is only the first step. To legally onboard investors and accept their capital, you must bind them to the terms of your offering and legally verify their financial status.
I am a licensed US Attorney (Bar #344362) providing precise, compliant investor intake documents.
What I Provide:
- Subscription Agreement: A legally binding contract dictating the number of shares/units purchased, the price, and the terms the investor is agreeing to. Includes critical representations and warranties.
- Accredited Investor Questionnaire: A vital compliance document used to determine if your investor meets the SEC's net worth or income requirements under Regulation D.
Don't risk your capital raise on copy-paste templates from the internet. Ensure your investor onboarding is legally sound. Select a package and place your order today.
Field of law:
Business (corporate)
Document type:
Settlement agreement
•
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.
Other Legal Consulting Services I Offer
FAQ
Why do I need a Subscription Agreement?
The PPM explains the deal; the Subscription Agreement is the actual legal contract the investor signs to buy into your company.
Do I need the Questionnaire for a 506(b) offering?
Yes. Even though 506(b) allows up to 35 non-accredited investors, you still must document and verify the status of every investor.
Can I use these documents for multiple investors?
Yes, these documents will be drafted so you can use them repeatedly for all investors in this specific funding round.
What information do you need?
I need your company name, state of incorporation, type of security being sold, share price, and minimum investment amount.
Will you review my current PPM first?
This gig is strictly for drafting the Subscription Agreement and Questionnaire. If you need a PPM review, message me.
