With this PPM, you’ll stand two heads above the crowd. Investors judge your deal by the quality of the PPM. Everything you’ve told them doesn’t count until they see it on paper. So giving investors a five-star legal document prepared by an experienced syndication attorney will reassure them that you are the real deal. A PPM is your insurance against investors’ and authorities’ allegations – when everything is in writing you’ve got proof of your compliance and right-doing.
It’s called ‘All-Weather’ because it literally must protect you in every possible scenario, come rain, shine, or unexpected legal hurricanes. And to do that, it must do an outstanding job of addressing every possible scenario. Meticulously and one by one.
Like a subscription agreement, the Investor-Sponsor Partnership Contract allows your investors to sign onto your syndication but has added protection for the syndicator (Sponsor).
The SEC’s Form D and any state blue sky law filing (you just pay a nominal amount for the filing fees).
Your Sponsor Entity and Investment Entity formation documents will be drafted and filed to protect your interests and maximize your funding potential. We’ll also help you simplify your banking – you’ll get everything you need to open a bank account for each entity (Operating Agreements, EIN requests, and Banking Resolutions).
You’ll have 24/7 access to your ‘living’ documents online. Got changes to the core documents? Not a problem. Decided that it should be a 506(b) instead of a 506(c)? All you have to do is ask.
These documents simplify investment into syndication and make what seems like a confusing process into an easy, paint-by-numbers path.
You don’t want to leave money on the table, but you also don’t want to kill your deal by asking for more fees than the market can handle. The Sweet-Spot Sponsor Fee Audit will guide you towards the best fee structure for your deal (and will help you present it to the investors in such a way that doesn’t raise eyebrows (or puts your trustworthiness under question)).
A comprehensive library of video resources to turn you into a fund-raising and crowdfunding pro. One of the clients called it ‘A Ph.D. in syndication!’
This part of the ‘Nothing-Held Back’ Syndicator Support System is very straightforward. Get answers to your questions within 8 business hours.
An add-on to the Client Instant Text Hotline, where we continue curating your syndication, making sure you are in compliance as the year goes on.
Special multiple deals pricing for current clients. Call for details.
This guarantee takes away much of the risk of not getting funded. Call for details.
Each syndication has its own timeline. Whether yours should be open for funding in two weeks, or in one month, it will be ready for business on your timeframe, guaranteed.
In law practice, attorney fees could rake up pretty quick. With the Flat Fee Guarantee, you won’t have to worry about exceeding your budget, even if your syndication project exceeds the originally discussed scope of work.
When you hire an expert real estate syndication attorney, you expect that the work will be done by that attorney, right? Here’s my guarantee: I won’t farm you out to junior associates or paralegals. This means you weren’t be exposing yourself to the mistakes of an experienced person or someone who goes off the templates. When you schedule a call with a Reg D private placement memorandum attorney, it will be me answering your questions. When you hire me to draft your PPM or any other legal documents, it will be me doing the work. Here’s why: syndication is not a cookie-cutter business. There’s no place for fill-in-the-blanks templates. To turn every syndication into a massive success story requires hands-on expertise both in securities law, in syndication business, and in the real estate business. There isn’t another attorney out there who’s got all three. This brings me to my next point.
I’m more than just an attorney. I’ve been practicing law since 2004. I became a commercial real estate broker in 2013. I started syndicating commercial real estate in 2014. I have been on all sides of a real estate transaction in every possible role: attorney to buyers and sellers, broker to buyers and sellers, sponsor, syndicator, investor, owner, landlord, general counsel to private equity funds. I have raised money for $2 million deals and for $200 million deals. I have dealt with every possible scenario and have an unbeatable track record of solving tough legal and transactional problems. And more importantly, I know exactly which problems you are facing at every stage of your syndication journey and I want to help you avoid costly mistakes along the way.
I advise clients that range from first-time syndicators to private equity firms. By hiring me, you get access to a vault of knowledge that comes from eight years in the trenches of the syndication business. Do you need advice on the best practices of running and growing a syndication business, marketing to qualified leads, latching investors, putting the most advantageous sponsor fee structure in place, and getting your deal funded? All while creating a wall of protection for this specific deal and for your business as a whole? I will make sure you get that. There is a snowball effect in the syndication business. Because every deal sets you up for your next syndication. Do it right by using industry-proven methods and you’ll earn investors’ trust, making them eager to invest with you in the future.
A badly executed deal can haunt you for years. The statute of limitations on securities fraud is five years from when the offense occurred. That’s five years of worry and exposure to possible lawsuits. This is why I deliver compliant, accurate, and credible documentation and disclosures in accordance with the models of the best practices as set forward by the SEC, the CFA Institute, and the CAIA Association. I practice vigilance and I advise my clients on what vigilance looks like at every stage of their syndication process.
I know how much pressure you are under as it is. That’s why you won’t have to worry about the legal side of your syndication. Everything, from formation to filing with the SEC to your PPM, will get done on your timeline, whatever that is. And if you need your syndication documents done ‘yesterday’, then we’ve got an expedited service to make sure you are ready to get funded ASAP. There is a limited number of spots for clients with the urgent due dates, which I’m sure you’ll appreciate once I’m answering your urgent questions in a timely matter. In other words, once you are my client, you’ll have my undivided attention.