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I will draft a private placement memorandum ppm and syndication agreements
Licensed Attorney : Visa, PPM, Franchise FDD and Commercial Real Estate
I am Frederic M.C. Hu, a Licensed US Attorney (Bar #003205 Hawaii) providing institutional grade, unbundled legal drafting for founders, real estate investors, syndicators, franchisors, and global pro...
About this Gig
Raising capital from investors without institutional grade securities disclosures exposes you to SEC enforcement and investor rescission claims.
Protect your raise with Frederic M.C. Hu, Licensed US Attorney (Bar #003205).
I draft bespoke, SEC compliant capital raising and syndication documents for real estate syndicators, private equity funds, venture capital syndicates, and scaling startups.
SECURITIES & CAPITAL RAISING DOCUMENTS I DRAFT:
- Private Placement Memorandums (PPM): Custom SEC Regulation D Rule 506(b), Rule 506(c), Reg S, and Reg CF Private Placement Memorandums with bespoke industry Risk Factors, Use of Proceeds, and Fiduciary Disclosures.
- Real Estate Syndication & Fund Architecture: GP/LP Limited Partnership Agreements (LPA), Syndication Multi LLC Operating Agreements (Class A/Class B shares, Preferred Returns, IRR Waterfalls, Promote Splits).
- Investor Execution Packets: Subscription Agreements, Accredited Investor Questionnaires, Bad Actor Questionnaires, SAFE & Convertible Notes.
Note:
Unbundled securities drafting only;
I do not act as broker dealer or file EDGAR forms.
Message me to structure your raise!
Field of law:
Finance
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Business (corporate)
•
Commercial
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 Licensed US Attorney to draft my PPM instead of a business plan writer?
A Private Placement Memorandum (PPM) is a legal securities disclosure shield, not a marketing brochure. If a non lawyer writes your PPM and omits required SEC anti fraud disclosures or bespoke risk factors, investors can sue you personally for full rescission of their capital.
What is the difference between a Rule 506(b) and Rule 506(c) offering?
Under SEC Reg D Rule 506(b), you cannot generally solicit/advertise publicly, but you may accept up to 35 non accredited sophisticated investors. Under Rule 506(c), you can advertise publicly online, but 100% of investors must be verified Accredited Investors.
Do you structure Real Estate Syndication Preferred Returns and Waterfall splits?
Yes! In the Premium Package, I custom draft the Syndication Operating Agreement or LPA with your exact capital stack including Class A/B units, 6%–10% Preferred Returns, GP catch ups, IRR hurdles, acquisition/asset management fees, and refinancing waterfalls.
Do you file Form D on SEC EDGAR or Blue Sky state notices for me?
No. To deliver rapid flat-fee turnaround, I provide unbundled legal document drafting only and do not submit filings on EDGAR. However, I can provide clear guidance on how you or your CPA can easily submit the 4-page Form D online within 15 days of your first sale.
Can I use this PPM to raise capital for a Startup, Hedge Fund, or Acquisition?
Yes. I draft tailored PPMs and Subscription Suites for Real Estate Syndications (Multifamily, Self-Storage, Land, Development), Private Equity Roll-Ups, Search Funds, Tech/AI Startups, Film/Media Projects, and Debt/Hard-Money Funds.
How are the Risk Factors in your PPM customized to my business?
Boilerplate risk factors fail in litigation. I draft 15 to 25+ pages of comprehensive Risk Factors specifically tailored to your asset class, debt structure, management conflicts of interest, tax considerations, illiquidity, and regulatory environment.
Can you review my existing Investor Pitch Deck for SEC compliance?
Yes. Select my "Pitch Deck Audit" Gig Extra, and I will review your investor presentation to flag prohibited promissory language, ensure forward looking financial projection compliance, and draft your custom SEC Rule 506 legal disclaimer slide.
Do you provide Rule 506(c) Third-Party Accredited Investor Verification Letters?
Yes. As a Licensed US Attorney (Bar #003205), I am authorized under SEC Rule 506(c) to review an investor’s tax/asset documentation and issue a signed Attorney Verification Letter confirming Accredited Investor status (available via my Gig Extra).
What do you need from me to start drafting my PPM and Syndication docs?
Once you message me or order, I will provide a clear Deal Intake Questionnaire covering your entity name, target raise amount, minimum investment, fee structure, waterfall split, use of proceeds, and management bios.
Will I receive editable Word files so we can update numbers before launch?
Yes. You will receive both clean, investor-ready PDFs and 100% unlocked, editable Microsoft Word (.docx) master files for the PPM, Operating Agreement, Subscription Agreement, and Questionnaire.
