I will align your tech pitch deck with an sec compliant reg d ppm
icensed US Attorney Expert in Startups, SaaS, and SEC Securities Law
About this Gig
Did you know that an overly aggressive pitch deck can trigger SEC fraud investigations? Founders frequently make "forward-looking statements" and exaggerated financial projections in their slide decks that directly contradict the disclosures in their Private Placement Memorandum (PPM).
If your pitch deck and PPM do not perfectly align, you risk severe legal liability and immediate rejection by sophisticated institutional investors.
I am a licensed U.S. attorney (Bar No. #38217). I will review, edit, and align your tech startup's pitch deck to ensure it acts as a powerful marketing tool while remaining strictly compliant with SEC regulations.
My Services Include:
- Auditing financial projections for legal safe-harbor compliance
- Toning down "guarantees" into legally defensible forecasts
- Ensuring pitch deck claims match your PPM Risk Factors
- Adding required SEC legal disclaimers to your slides
Message me now to legally bulletproof your pitch.
Field of law:
Finance
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Business (corporate)
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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.
FAQ
Why does my pitch deck need to align with my PPM?
If your pitch deck promises high returns but your PPM states the investment is high risk, investors (or regulators) can sue you for misrepresentation and securities fraud.
What are "forward-looking statements"?
These are projections about future revenues, user growth, or market share. The SEC requires specific disclaimer language (Safe Harbor) when you make these predictions.
Will you design the graphics for my pitch deck?
No. I am a licensed attorney focused on the legal text, copywriting, and SEC compliance of your deck, not the graphic design.
Can you review a deck before I have a PPM drafted?
Yes. I can audit and correct your pitch deck so that it is legally sound and ready to be used as the foundation for your future PPM.
How do I send my pitch deck securely?
You can attach your file directly in the Fiverr messaging system. I treat all client documents with strict attorney-client confidentiality.
