One of the most critical areas of the Online Resource Center is the Offering Process section. We guide clients through every step of the offering process, from the very first stages of preparing the transaction structure, completing the disclosure memorandum, to opening the holding account, filing Form D with the SEC, and marketing your Regulation D Offering to investors.The instructions in the Process Section of the Resource Center are specific to the type of transaction that you have. Thus - if you are doing a 504 offering and raising debt capital from investors there will be a specific set of process instructions to guide you through preparing your offering. The process section logically guides a customer through the entire offering process in a very clear, straightforward manner.
Our step-by-step process information includes very detailed instructions and presents the information in easily understood context and format. Of course, any questions not answered on the website can be answered directly by our securities specialists using our included offering support service.
