We focus on 506(b) and 506(c) private placement offerings under Regulation D of the Securities Act. Primary business sectors of our clients include commercial and multi-family real estate, energy development, technology, and digital assets.

OFFERING DOCUMENTS: Full suite of offering documents for private placements of unregistered securities. These documents work together to provide investors with the right balance of fund structure, asset class overview, distinctive offering features, measured return projections, and risk factor disclosures. They are fashioned to be all at once informative and educational to investors, as well as protective to management from a compliance standpoint. Our offering documents are crafted in a straightforward, plain English way to help you achieve your capital raising goals.

FUND MANAGER PLAYBOOKS: Custom offering documents can set the stage for a successful capital raise. However, management’s execution is where the rubber meets the road. Our Fund Manager Playbooks are quick-reference guides that allow you to stay focused on asset acquisition, investor relationships, and driving returns. Management schedules, compliance calendars, best practices, and insightful overviews of important securities laws will allow you to maintain expert level familiarity with the nuances of every offering. The ability to efficiently distinguish between subtle differences when you manage a series of funds offers tremendous value to management.