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  • ∘ Private Placement Memorandums (PPM)
  • ∘ Subscription Agreements
  • ∘ Operating Agreements or Shareholder Agreements
  • ∘ Investor Disclosures
  • ∘ Investor Suitability Questionnaires
  • ∘ Pitch Decks and Offering Summaries
  • ∘ Investor Followup Automations
  • ∘ SEC Filings – Form Ds, Form Cs, and Form 1-As
  • ∘ SAFEs

 

  • ∘ LLCs or Corporations with multiple share classes

  • ∘ Manager-managed LLCs with investor members

  • ∘ Operating companies and holding companies