I will assist you with your form filing with sec

Navigating Form D filings and EDGAR registration can feel complex especially if you're doing it for the first time. I'm here to make the process smoother, clearer, and more manageable.

I provide structured assistance with preparing and organizing the information required for your filing, helping you move forward with confidence and efficiency.

Services Offered include:

EDGAR Account Setup Support

• Assistance with preparing and set up Form ID details.

Form D Filing Assistance

• Support in compiling required information and submission of Form D.

Supporting Documentation

• Template for Accredited Investor Verification (Self-Verification) and Form D Internal Memo (basic or detailed).

State-Level (Blue Sky) Filing Support

• Assistance with identifying state filing requirements.
• Support for up to 3 state filings including amendments or follow ups, if needed.

How I Work:

• Clear, prompt communication throughout the process
• Practical and Organized approach to streamline process

Please Note:

• Services are limited to administrative support and general guidance.
• Notarization assistance is not included, but reference could be provided.
• Timelines may vary based on external processing & working hours