PPM Investor Review Packages
| Feature / Service | Bronze $750 | Silver $1,000 | Gold $1,500 |
|---|---|---|---|
| OVERVIEW | |||
| Price | $750 | $1,000 | $1,500 |
| Securities Attorney Review Time | 1 Hour | 1.5 Hours | 2.5 Hours |
| Meeting Included | 30 min | 30 min strategy | 60 min strategy |
| DELIVERABLES (ALL TIERS) | |||
| Notes from Attorney's review | Yes | Yes | Yes |
| Video explanation of Attorney's review | - | - | Yes |
| ANALYSIS & ISSUE IDENTIFICATION | |||
| Identification of significant red flags | Yes | Yes | Yes |
| RECOMMENDATIONS & GUIDANCE | |||
| Direction on potential next steps | Yes | Yes | Yes |
Documents typically reviewed include the Private Placement Memorandum (PPM), Governing Documents (Operating Agreements or Bylaws), Subscription Agreement, Investor Questionnaire, and ancillary offering materials. Scope of review depends on time allocation selected. If material deficiencies are identified, a more comprehensive revision or redraft may be recommended.
Need More Than a Review? Polymath Legal provides comprehensive securities drafting services for Real Estate Syndications, Regulation D Equity Funds, Debt Funds, Sub-Funds, and Business Acquisition Offerings. Ask about our full securities offering packages.
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice. Copyright Polymath Legal PC 2026.