The documents worth reading before you start

Available in the workspace

Choosing between 506(b) and 506(c)

What general solicitation actually costs you, what verification actually requires, and why the answer usually follows from how you intend to find investors.

Testing the waters without making an offer

What you may say, what you may not accept, and the language that quietly turns an indication into something a regulator reads as a commitment.

Rule 147A and residency

Offers may travel; sales may not. The five methods an issuer can reasonably rely on, and why a checkbox on its own is not one of them.

Your offering bank account

What to open, what to ask the bank for, what the letter needs to say, and why escrow is usually unnecessary for a Rule 506 offering.

The closing binder

What belongs in it, in what order, and why assembling it at the close is far cheaper than later.

Also here

• Insights — short pieces on how this software is built and why
• The FAQ, which answers the commercial questions rather than the legal ones
• Florida Formation Weekend, for founders who would rather be walked through it in two days