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I will align your tech pitch deck with an sec compliant ppm
Licensed US Corporate Attorney SEC Compliance Tech Startup Legal Advisor
I am Patrick Charles Quinlivan, a licensed U.S. corporate attorney (Bar No. #58063) specializing in corporate finance, SaaS, and tech startup law. I provide high-growth ventures with ironclad legal do...
About this Gig
One of the most commonand dangerousmistakes tech founders make is presenting a marketing-heavy Pitch Deck that contradicts their legal Private Placement Memorandum (PPM). Under SEC Rule 10b-5, discrepancies between what you pitch and what you legally disclose can trigger severe anti-fraud liabilities and investor lawsuits.
As a licensed U.S. attorney (Bar No. #58063), I bridge the gap between your marketing vision and strict legal compliance.
My Services Include:
- Auditing your pitch deck for exaggerated claims, guaranteed returns, or misleading metrics.
- Aligning financial projections and use-of-funds in the deck with your PPM.
- Drafting robust "Forward-Looking Statements" and legal disclaimers for your deck.
- Ensuring marketing language does not inadvertently violate general solicitation rules.
Do not let a poorly worded pitch deck derail your funding round or invite SEC scrutiny. I will ensure your presentation is persuasive, yet legally bulletproof. Order today to protect your raise.
Field of law:
Finance
•
Business (corporate)
•
Intellectual property
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
How do we communicate during this order?
All communications, file sharing, and project discussions will take place securely and strictly through the Fiverr messaging and order platform.
What if I don't have a PPM yet?
I highly recommend ordering my PPM gig first. However, I can still audit your current deck and add standard SEC safe-harbor disclaimers.
What are "Forward-Looking Statements"?
These are mandatory legal disclaimers that protect you if your startup's future financial projections or milestones These are mandatory legal disclaimers that protect you if your startup's future financial projections or milestones are not ultimately achieved.
Do you design or format the pitch deck?
No, I provide legal drafting, auditing, and copywriting. I will provide the exact text and disclaimers you need to insert into your deck's design.
Why do my pitch deck and PPM need to match?
If your deck promises high returns but your PPM states it's a high-risk investment, investors can sue you for securities fraud based on the contradictory marketing.
