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Fiverr Pro
English
$
USD
I will draft a professional offering memorandum for debt or equity offerings
Professional PPM And Securities Offering Specialist
I am Adam Klingsberg, a licensed US Attorney specializing in securities law and private capital raises. I provide issuers, fund managers, and real estate developers with institutional-grade legal docu...
About this Gig
Whether you are issuing debt or equity, your Offering Memorandum must be bulletproof. As a licensed attorney, I provide meticulous drafting for corporate and real estate offerings.
An Offering Memorandum is a formal document that states the terms of the investment and the risks involved. I focus on ensuring your "Terms of the Offering" are clearly definedcovering everything from distribution preferences to liquidation rights. I tailor the document to ensure it satisfies both state and federal requirements for private offerings.
By engaging a licensed attorney for your Offering Memorandum, you are protecting your company's future and ensuring that all disclosures are handled with professional care. I provide the legal framework that allows you to issue securities with confidence.
Professional Notice: I communicate strictly through the Fiverr platform to ensure all legal advice is documented. I do not offer phone calls.
Field of law:
Business (corporate)
Target country:
Worldwide
Document type:
Other
Agreement type:
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.
FAQ
Do you draft Promissory Notes?
Yes, I can draft the underlying debt instrument in the Premium package.
Is this compliant with Reg D?
Yes, all my offering memoranda are designed with Reg D compliance as the priority.
What is the difference between this and a PPM?
They are often used interchangeably, but an "Offering Memo" is common in debt/RE circles.
Do you handle Form D filings?
I provide instructions for the filing, but I do not file on your behalf.
Can we jump on a Zoom?
No, I work exclusively through written communication to ensure accuracy and a clear audit trail.
