iDisclose offers a Form C drafting tool that can help you prepare the Form C for a fraction of the time and cost of hiring a traditional law firm.
The Form C you prepare using iDisclose requires only a light legal review by a lawyer, which can be done by your own lawyer or one of our legal partners. Once signed off on, you can file it with the SEC with the push of a button. With iDisclose, you can rest assured that you are complying with all of the SEC’s disclosure requirements.
Private Placement Memorandum (PPM)
A PPM is a disclosure document that you provide to potential investors and is a record that you provided all material information about your company. A PPM is especially useful when raising money from outside investors or strangers who you don’t have a personal relationship with.
With iDisclose, rather then pay tens of thousands of dollars and take months to complete, we can help you complete a PPM in weeks for a fraction of the cost. The PPM you create requires a legal review before you go to market, and we can help you find a lawyer to conduct the final sign off if you don't already have one.
Risk Factors Analysis (RF)
If you are raising money from friends and family or sophisticated investors, you may not need to use a full PPM document, but you should still use a set of well tailored risk factors to protect you and your company from liability if anything goes wrong in the future.
Risk factors are like your insurance policy for a securities offering and a well tailored compressive set of risks can protect you and your company from investor lawsuits and SEC actions. By answering a set of yes or no questions and entering some brief information, iDisclose generate a set of risk factors that can be tailored by the company for legal protection.