Form C is a lengthly disclosure document that is required to be filed with the SEC before a crowdfunding campaign can go live. It is a regulatory requirement and ensuring compliance with the SEC Form C rules is extremely important as it is a legally binding document.

Founders can use an attorney to complete the Form C, but it ends up being an expensive endeavor. To save costs, we created a software that assists in creating a draft of the Form C that can be reviewed by an attorney which saves money and time. Our team of experienced paralegals will assist the founder in gathering documents and filling information into the software to create the draft.

Our Concierge Service is here to take the stress out of the Form C process. We work side by side with issuers to help load company information into the Form C. Having a paralegal who has been through hundreds of Form Cs be able to hold your hand and guide you makes the process much better!

In addition to the Form C, there are a few other items that must be handled in the Form C process. One of those is the Form ID. This is a simple form that collects basic data about the company. Our online notary service allows founders to notarize the document virtually and file the same day. Once filed, the Form ID generates a CIK number which is a unique identifying number that registers your company with the SEC so you can make future filings.

The SEC requires companies raising money through equity crowdfunding to follow Bad Actor Disqualification and Disclosure Requirements. Bad Actor Checks (BACs) are the reports required to confirm that your company is qualified to raise money under the regulation.

Our network of securities attorneys are highly experienced in the Regulation Crowdfunding industry. Since the Form C is a legally binding regulatory document, it is critical to ensure the information you provide in the Form C is accurate and in compliance. This service builds in a layer of comfort to the process.