We don’t offer document templates. We provide reasonable, lump-sum fees for drafting our clients’ securities offering documents and helping them properly structure their companies, and we have many long-term returning clients. If you are looking for a “DIY” solution (which we don’t recommend), we’re not the right firm for you.
I liken this to changing the oil in my car; just because I know how to do it, doesn’t mean I should.
It’s best to leave certain things – like complex legal docs and brain surgery – to properly trained professionals who have the correct liability insurance and will back you up if something goes wrong. Securities litigators love people who draft their own docs, as they earn much more fixing problems than we do drafting them.
Please see our article on “The Dangers of DIY Real Estate Syndication.”
Should You Really Start a Fund?
We get potential clients who reach out to us every week who want to start a fund. While we could simply take their money and set them up with fund offering documents, we actually talk a lot of people out of doing a fund. Why? Because they don’t have the necessary...