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Private Placements (Regulation D Services)

O

ur expertise in raising capital through creative structures brings measurable value for our clients. For most businesses the most efficient mechanism to obtain equity financing under an exemption is through the use of Regulation D (Reg D), which is a limited offer and sale of their company’s stock, or securities, without registration under the Federal Securities Act of 1933.

From the Initial discussion to understand your basic needs, to reviewing your existing materials such as your business plan, market research, and competitor research we provide a comprehensive look at structuring the Private Placement Memorandum (PPM).

Phasecorp will work with you and your staff to clarify the details and agree upon the scope of the project. We hold in-depth discussions to better understand the details, develop strategies, and agree on all major elements of the PPM.

We also prepare you on the best way to deliver the Investor Presentation and on how to address questions.

Phasecorp will provide ongoing support, including making updates to the deliverables at no additional charge.

Depending on the scope of your project, assist in procuring capital for the venture.

We can also facilitate regulatory filings (SEC Form D, and suitable State-by-State Blue Sky Filings).

Examples of some of the PPMs that can be created for you and your business:

  • Real Estate Private Placement Memorandum
  • Hi-tech and Energy Private Placement Memorandum
  • Investment Fund Private Placement Memorandum
  • Retail Business Private Placement Memorandum
  • Manufacturing Business Private Placement Memorandum
  • Business Services Private Placement Memorandum

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