| Feature / Service | Bronze $10,000 | Silver $11,500 | Gold $14,000 |
|---|---|---|---|
| OVERVIEW | |||
| Price | $10,000 | $11,500 | $14,000 |
| Maximum Raise Amount | $10 Million | $15 Million | $25 Million |
| Completion Priority | Lowest | Medium | Highest |
| Estimated additional value vs. Bronze | - | +$4,370 | +$10,220 |
| MEETINGS & ATTORNEY TIME | |||
| Initial consultation / questionnaire meeting | Yes | Yes | Yes |
| Secondary meeting | - | Yes | Yes |
| Staff meeting to assist with questionnaire | - | - | Yes |
| Post-first-draft PPM review meeting | - | - | Yes |
| Total included attorney/staff meeting time | 2.5 hrs | 4 hrs | 10 hrs |
| ENTITY FORMATION | |||
| LLCs Formed | 2 | 2 | 3 |
| Filing of formation documents | Yes | Yes | Yes |
| Employer Identification Number (EIN / Tax ID) | Yes | Yes | Yes |
| Operating Agreement (1 draft + 1 final) | Yes | Yes | Yes |
| Initial Resolutions | Yes | Yes | Yes |
| Registered Agent registration (if out of state) | Yes | Yes | Yes |
| SUBSCRIPTION BOOKLET (ALL TIERS INCLUDE ALL ITEMS) | |||
| Subscription Agreement | Yes | Yes | Yes |
| Investor Questionnaire | Yes | Yes | Yes |
| Investor Checklist | Yes | Yes | Yes |
| Spousal Agreement & Consent | Yes | Yes | Yes |
| Subscriber Checklist | Yes | Yes | Yes |
| Member Admission & Company Acceptance Document | Yes | Yes | Yes |
| SEC FILINGS & PRIVATE PLACEMENT MEMORANDUM | |||
| File and Draft SEC Form ID | Yes | Yes | Yes |
| File and Draft SEC Form D | Yes | Yes | Yes |
| Initial PPM Draft | Yes | Yes | Yes |
| Number of PPM Drafts Included | 2 | 3 | 3 |
| Review of client Offering Memorandum / marketing plan | - | Yes | Yes |
| Review of client financial projections | - | Yes | Yes |
| Blue Sky Notice filing explanation (no filings incl.) | Yes | Yes | Yes |
| DISCOUNTS & ADDITIONAL SERVICE PACKAGES | |||
| Discounts on entity formation packages | - | 10% off 1 entity pkg | 10% off up to 2 entity pkgs |
| Discounts on trademark packages | - | 10% off 1 trademark pkg | 10% off up to 2 trademark pkgs |
| Basic Asset Protection Plan Package included | - | - | Yes |
| Add-On Service | Additional Cost |
|---|---|
| Limited Partnerships instead of LLCs | $1,500 |
| Rush Fee | $1,500+ |
| Increase raise limit by $10M + 1 additional attorney hour | $1,000 |
Estimated Expenses (all packages): Notary ~$50, Registered Agent ~$100, state entity filing fees ~$200/entity. Total typically under $500. Blue Sky Notice filings are a separate add-on: estimate approximately $700 for each state where investors live.
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.
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