Ongoing Monthly Compliance Support
- Up to 3 hours of legal compliance review/consultations per month
- Includes review of new pitch decks, investor emails, social content, webinar slides, or ad copy
- Priority access to our legal team for fast turnarounds and questions; 72 hour turnaround during business hours
- Ideal for syndicators, fund managers, and firms doing repeat raises
Investment Adviser Services
- Investment Adviser Entity Formation
- Form ADV Preparation & Filing Assistance
- Compliance Plan Templates
- Ongoing RIA Compliance and Reporting Support Available
