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We prepare the highest quality Private Placement Memorandum (“PPM”) documents in the industry. Our PPM documents are expertly drafted to the SEC’s Form 1-A model of disclosure ensuring your company is using ultra high specification disclosure documents that are compliant and accurate. We also custom build each PPM into a true presentation piece with deployment of custom graphics, client branding, and a professional investor presentation that significantly enhances your interaction with investor prospects.
Since 1999 we've assisted in preparing more than 4,000 private placement offerings.
Just like our Presentation Grade PPM documents our investor portals were designed and built to maximize the effectiveness and success of your Regulation D offering using the most advanced applications and technology on the market. Our Investor Portals provide a dedicated web portal for your offering that allows for promotion of the offering, controlled access to offering documents, online management of the subscription process, accredited investor verification, and provides for investor relations with our custom investor relations application. Promote and manage your offering more effectively with an RDR Investor Portal.
compliance and subscription
Please note effective June 27, 2017 we have increased the fee for the portal application for non-RDR offering preparation clients to $5,000. This is for a standalone portal for a non Regulation D Resources offering preparation client (a client just using the portal application technology and not our offering preparation services). Offering Preparation clients of […]