Investment Document Specialists



Let us Assist with your Prospectus

The most critical step in the funding formation process is the preparation of effective and informative documentation.

Our Principals are experts in developing quality investment collateral such as feasibility studies Preliminary Prospectus, Final Prospectus and Offering Memorandum (Private Placement Memorandum). has a proven record of success assisting start-ups raise venture capital and helping established businesses raise working or expansion capital.

Whether your company is planning a Private Placement Offering or an Initial Public Offering (IPO), we provide the documentation needed by investors – and required by industry regulators – to help you achieve the best possible result.

Who Reads the Prospectus?

We develop the Prospectus for a wide range of investors. These include venture capital and private equity firms, angel investors, qualified institutional buyers (QIBs), other accredited investors and designated stock exchanges.

Our team of industry professionals, consultants and securities attorneys has produced thousands of Prospectus and Offering Memoranda for both private and publicly-listed companies.

Where We Operate has consultants and offices in most of the world’s major financial hubs. We deliver high-calibre Prospectus and Offering Circular documentation for clients across the globe.

From New York to Hong Kong, from the United Kingdom to the Cayman Islands, from Singapore to Seattle: delivers. Our Principals produce reliable and compelling capital formation documentation that yields profitable results across all industry sectors.

What is a Prospectus?

A Prospectus is a commonly-used business document that provides prospective investors an overview of the company’s structure vis-à-vis its business model, financial plan, securities information, management team and other useful details.

An instrument of corporate “best-practice” the Prospectus outlines the terms of the offering to assist and expedite the due diligence process.

Because the company seeking investment will be offering some form of securities in exchange for the provision of capital – either in the form of debt or equity – the Prospectus includes valuable insight that informs and reassures the prospective investor.

For any accredited investor, institutional or “high net worth”, the Offering Prospectus is the ultimate road map. It indicates how the company plans on being successful and details how the investor will realize return on their investment.

cropped-favicon.jpgProspectus Characteristics

A properly-prepared Offering Prospectus should be “easy on the eyes”: crisp, clear and succinct without flowery or misleading narrative. While its length can vary depending on the intended audience, the Prospectus should flow systematically and demonstrate a professional focus on its salient points.

An effective Prospectus will lead with an overview of the company, followed by a detailed analysis of the organization, management team, industry, customers, competitors and, of course, a clear description of the investment offering details.

The Prospectus should be viewed as an opportunity to tell the Issuer’s story in a compelling format, not simply as a “boring-must-give-to-investors” document.


The Prospectus, and by extension the Private Placement Memorandum or Offering documents, should accomplish the following objectives:

  • Convey your message and your company’s business opportunity in a clear and concise manner.
  • Showcase your intellectual property (“IP”) and unique product or service offerings.
  • Highlight your team’s leadership capabilities and relevant experience in your industry.
  • Detail your company’s current and future business plans and strategies.
  • Discuss your exit strategy and quantify the investor’s return on investment./li>

What Offers to Issuers of Securities and Those Raising Capital:

Our straightforward value proposition is easily embraced by accomplished entrepreneurs and corporate executives: we offer fast and reliable turnaround times for document creation and the most competitive pricing in the global market.

We specialize in best-practice advisory and delivery services for:

  • Prospectus development
  • Preliminary and Final Prospectus writing (public and private)
  • Offering Circular (public & private)
  • Private Placement Memorandum development
  • Listing and Initial Public Offering (“IPO”) Services
  • Information Memorandum
  • Explanatory Memorandum
  • Registration and Filing Services (i.e. S-1 Statements)
  • Equity and Debt (144A/Reg S) Structure
  • Mergers & Acquisitions
  • Venture Capital and Private Equity assistance
  • Crowdfunding, Regulation A+ and Regulation D assistance
  • Company and Fund Formation Services
  • Shareholder and Operating Agreements
  • Securities Law and General Business Legal Advisory



A Diverse and Global Team: is the global leader in Prospectus development. With over 5,000 projects under its belt, our experienced team of consultants, securities attorneys and investment bankers assists companies with the private offerings and public listings on the world’s major stock exchanges.

Contact Us

Prospectus, Memorandum and Registration:

In addition to the preparation of Prospectus and other Offering Memorandum documentation, we also prepare and file Registration Statements with numerous agencies worldwide.

We have earned the reputation for being the most efficient and proficient firm in our industry. Indeed, over 500 companies and law firms worldwide refer or outsource their documentation workload to us for review and collaboration.