Private Securities

Before you begin looking for outside investment to take your company to the next level, invest a little time with ByrdAdatto. Raising private capital is a difficult task, which can be further complicated by state and federal rules. Regulators, as well as investors, want documentation that demonstrates that a strategic plan is in place, due diligence has been performed, and appropriate fiduciary stewardship is enforced. ByrdAdatto works with our clients to simplify these complicated issues. We help build the strategic plan and perform due diligence in raising private capital. We can take part in or advise clients throughout the negotiating process, as well as prepare documents for various types of private securities offerings, including early-stage financing, bridge rounds, and other private financings:
  • Confidential preliminary investment memorandums
  • Escrow agreements
  • Letters of intent
  • Notification of state and federal securities commissioners of private offerings
  • Private disclosure statements
  • Private placement memorandums
  • Subscription agreements

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