LLC Intrastate Offering Memorandum
Complete set of Intrastate Offering Documents for your LLC including:
- The Offering Memorandum;
- Easy-To-Edit Sample Content “Qualified” By The SEC;
- Affidavit of Residency; Subscription Agreement, Patriot Act Documents, And Other Documents Included;
- Mail Merge Program That Will Save You Time In Completing Your Offering Memorandum And Subscription Agreement.
Our SEC Rule 147/147A compliant Intrastate Offering Memorandum template is ideal for LLCs issuing Membership Units. The Offering Memorandum includes SEC “qualified” content that is written in Microsoft® Word making the content easy to edit for your capital raise.
We also feature Microsoft Word’s Mail Merge, a program which will populate the Offering Memorandum and Subscription Agreement with many recurring facts (company name, address, etc.). You just need to enter this recurring information in the Mail Merge Data Source file (also included) and Mail Merge will populate your Offering Memorandum and Subscription Agreement with your data. This key feature will save you time in preparing these two documents.
We prepared the entire set of offering documents following the guidelines in Regulation S-K and the Form S-1.
Contents Of The Offering Memorandum
- Memorandum Summary;
- Financial highlights (unaudited);
- Risk Factors;
- Use of Proceeds;
- Determination of Offering Price;
- Plan of Distribution;
- Description of Securities;
- Units Eligible For Future Sale;
- Interests of Named Experts and Counsel;
- Information With Respect to the Issuer;
- Management’s Discussion and Analysis of Financial Condition And Results of Operations;
- Material Changes;
- Incorporation of Certain Information By Reference;
- Other Expenses of Issuance and Distribution;
- Indemnification of Directors and Officers;
- Recent Sales of Unregistered Securities;
- Where You Can Find Additional Information;
Important Documents Included In The Package
- Rule 147/147A Offering Memorandum;
- Subscription Agreement;
- Investor Verification;
- Affidavit of Residency;
- Jurisdictional Legends (all 50 states);
- ERISA Disclosure;
- Complete Set of Patriot Act Documents;
- Capitalization Table;
- Executive Summary (“Pitch Sheet”);
- Mail Merge Data Source.
Product And Delivery
You’ll receive the complete set of documents in Microsoft Word (.docx) and Microsoft Excel (.xlsx) formats. The single zip file, containing all of the documents, is available for download after purchase.
State “Blue Sky” Laws
We encourage issuers to contact state securities regulators in the state in which they intend to offer or sell securities for further guidance on compliance with state security laws.