I will draft your private offering investor onboarding and subscription suite
Protecting Your Capital Raises with Expert SEC Compliance
About this Gig
The transition from "interested prospect" to "committed investor" requires a seamless and legally airtight onboarding suite. I provide high-ticket, comprehensive legal drafting for your entire investor intake process. As a US attorney, I ensure your documents work in harmony to protect the issuer and clearly define investor obligations.
The Full Suite Advantage:
I draft the Subscription Agreement, which is the contract between the issuer and the investor, alongside the necessary questionnaires to ensure your Reg D or Reg S compliance remains intact.
What you get:
- Customized Subscription Agreement (Warranties, Representations, Covenants)
- Integrated Investor Questionnaire
- Entity Authorization Documents
- Signature Page Packets for DocuSign/e-sign integration
This gig is designed for fund managers and syndicators who need a professional, "Big Law" quality onboarding experience for their investors without the traditional firm overhead. Ensure your first impression with investors is one of legal excellence and institutional-grade security.
Field of law:
Corporate
Target country:
Worldwide
Document type:
Legal opinion
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
Is the Operating Agreement included?
No, this gig focuses on the onboarding/subscription documents specifically.
Do you handle international investors (Reg S)?
Yes, the Premium package can be tailored for offshore offerings.
Are these ready for e-signature?
Yes, I format them for easy integration into platforms like DocuSign or Juniper Square.
Do you provide a legal opinion?
No, these are drafting services; a formal legal opinion requires a separate engagement.
What is a Side Letter?
It is an agreement for specific terms for a single investor (included in Premium).
