Securities Contracts & Filings Drafting
Budget: $250 – $750 USD
I’m looking for a securities-savvy attorney to take the working drafts I already have for an investment contract and accompanying securities filings and turn them into submission-ready documents.
The core need is precise drafting: tightening the language, verifying that every clause tracks current federal and state regulations, and ensuring the filings follow the correct format, timing, and disclosure standards.
Context:
This is an early-stage private note offering (<$100k) under my LLC, which is tied to a Family Trust.
I plan to expand into larger Reg D offerings ($100k–$500k+) and potentially a syndicate/fund in the future.
Investors will be accredited only, and I may issue directly or via tokenization platforms like Securitize.
Deliverables:
Edit and expand the investment contract so it clearly sets out investor rights, risk factors, and payout terms.
Prepare the securities filing package, cross-checking each line item for compliance and flagging any gaps.
Provide a brief compliance memo summarizing key regulatory considerations before submission.
Ideal Experience:
Reg D 506(c), Form D, and Private Placement Memoranda.
Familiarity with Trust/LLC structures and secured notes (UCC filings).
Bonus: exposure to tokenized securities or digital platforms like Securitize.
Tone / Working Style:
I’m serious about compliance but also learning as I grow. I want an attorney who can execute precisely and also explain key considerations in plain English.
Final deliverables should be ready to file without additional legal review.
The core need is precise drafting: tightening the language, verifying that every clause tracks current federal and state regulations, and ensuring the filings follow the correct format, timing, and disclosure standards.
Context:
This is an early-stage private note offering (<$100k) under my LLC, which is tied to a Family Trust.
I plan to expand into larger Reg D offerings ($100k–$500k+) and potentially a syndicate/fund in the future.
Investors will be accredited only, and I may issue directly or via tokenization platforms like Securitize.
Deliverables:
Edit and expand the investment contract so it clearly sets out investor rights, risk factors, and payout terms.
Prepare the securities filing package, cross-checking each line item for compliance and flagging any gaps.
Provide a brief compliance memo summarizing key regulatory considerations before submission.
Ideal Experience:
Reg D 506(c), Form D, and Private Placement Memoranda.
Familiarity with Trust/LLC structures and secured notes (UCC filings).
Bonus: exposure to tokenized securities or digital platforms like Securitize.
Tone / Working Style:
I’m serious about compliance but also learning as I grow. I want an attorney who can execute precisely and also explain key considerations in plain English.
Final deliverables should be ready to file without additional legal review.