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I will prepare private placement memorandums
Gig Summary
Fintech and Securities Lawyer
Securities and fintech lawyer. Nineteen years in legal and compliance, thirteen years admitted in New York, including a regulatory role in Citigroup's Legal & Compliance division.
I focus on the area...
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About this Gig
Raising capital requires more than a template. A proper securities offering needs clear disclosures, compliant investor documents, and a structure that works for investors, banks, platforms, and regulators.
I assist startups, real estate sponsors, private funds, fintech companies, tokenization projects, and growing businesses with US and cross-border securities offering documents.
Services include:
- PPMs
- Reg D / Rule 506(b) & 506(c)
- Reg S
- Reg A+ & Form 1-A preparation
- Form D and Blue Sky filing
- Subscription agreements and investor questionnaires
- SAFE, SAFT, convertible note, debt, and equity documents
- Fund, SPV, and investment vehicle documentation
- Risk factor disclosures and investor-ready offering summaries
- Tokenized securities and digital asset offerings
- Broker-dealer, finder, and referral compensation guidance
- KYC/AML and investor onboarding procedures
- Board approvals, resolutions, and corporate governance documents
Message me before ordering. I'll give you a free consultation to make sure we're the right fit.
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.
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Other Legal Consulting Services I Offer
FAQ
What is a Private Placement Memorandum (PPM)?
A PPM is a legal document that provides potential investors with key information about a securities offering, including the company, the terms of the offering, and the risks involved. It’s a crucial part of a Regulation D offering.
What's the difference between Regulation D, Regulation A+, and Regulation Crowdfunding?
These are different SEC regulations that allow companies to raise capital without registering their securities. They have varying requirements and limitations regarding the amount of money that can be raised and the types of investors who can participate. Reg D is generally for accredited investors,
How much does it cost to prepare these documents?
The cost varies depending on the complexity of the offering and the specific documents required. Please contact me to discuss your specific needs and receive a personalized quote.
What's included in your PPM preparation service?
My PPM preparation service includes drafting the entire document, incorporating necessary disclosures, subscription agreement, investor questionnaire, and entity governing documents.
Reviews
10 reviews for this Gig
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Rating Breakdown
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- Recommend to a friend
- Service as described
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Most relevant
M mstroud330
United States
Ongoing collaborationSyed is the absolute best. Very knowledgeable, very professional, was super understanding and works really fast. Not only did he help walk me through step by step of understanding this process but helped me to execute the things I needed immediately. I will for sure be working with him again and highly highly recommend his services. Thank you
$400-$600
Price
P 
Seller's Response
Helpful?1 person found this review helpful.K klbrownmd
United States
Ongoing collaborationExcellent job. Great guidance and very knowledgeable.
$5,000-$10,000
Price
P Seller's Response
Helpful?J jdelegal
Canada
Ongoing collaborationVery patient, comprehensive understanding, knowledgeable
$1,000-$2,500
Price
P Seller's Response
Helpful?N newlifeent123
United States
Great work and very patient
$1,000-$2,500
Price
P Seller's Response
Helpful?A alrefaee
United States
Syed was responsive throughout the process and provided guidance that helped us address specific issues quickly. I recommend him and would work him again!
$1,000-$2,500
Price
P Seller's Response
Helpful?
Reviews
10 reviews for this Gig
| (10) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
M mstroud330
United States
Ongoing collaborationSyed is the absolute best. Very knowledgeable, very professional, was super understanding and works really fast. Not only did he help walk me through step by step of understanding this process but helped me to execute the things I needed immediately. I will for sure be working with him again and highly highly recommend his services. Thank you
$400-$600
Price
P Seller's Response
Helpful?1 person found this review helpful.K klbrownmd
United States
Ongoing collaborationExcellent job. Great guidance and very knowledgeable.
$5,000-$10,000
Price
P Seller's Response
Helpful?J jdelegal
Canada
Ongoing collaborationVery patient, comprehensive understanding, knowledgeable
$1,000-$2,500
Price
P Seller's Response
Helpful?N newlifeent123
United States
Great work and very patient
$1,000-$2,500
Price
P Seller's Response
Helpful?A alrefaee
United States
Syed was responsive throughout the process and provided guidance that helped us address specific issues quickly. I recommend him and would work him again!
$1,000-$2,500
Price
P Seller's Response
Helpful?
