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Our Docs

We are making four key offering document forms readily available for a few reasons. First, we want to illustrate the quality of our work. Second, we believe the form "Summary of Terms" can assist sponsors to think through the key terms of their offering before they engage counsel or approach prospective investors. And last, we want to make the point that our value lies not so much in our documents, but in how we craft them and our counsel to each client's specific needs. And with that ...

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A WARNING:

    The documents available on this website are provided for informational purposes only and are intended to illustrate the general style and structure of certain legal documents used in private securities offerings in the United States.

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    They are not legal advice and should not be construed as Avenir Law offering legal advice. They may not reflect current law, regulations, or best practices and should not be used, copied, or relied upon in any actual transaction or legal matter without consulting qualified legal counsel.

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    Every offering is unique, and the appropriate legal documents and terms depend on the specific facts, the parties involved, applicable laws and regulations, and your business objectives.

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    Use of these documents does not create an attorney-client relationship.

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    If you are considering a private securities offering, you should consult with qualified securities counsel.

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    These sample documents are redacted and simplified for illustrative purposes. They do not include all terms or disclosures necessary for a complete or legally compliant offering document.

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Summary of Terms

Lots of subjects with lots of blanks for sponsors to think about.

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Operating Agreement

The key contract between sponsor and investors. Focus on governance and economics.

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Offering Memorandum

An insurance policy to manage risk. Not a sales document.

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Subscription Agreement

Contains key reps from your investor, as well as AML and KYC info.

Please complete this form to receive a fixed fee quote for offering documents.
 

Asset Class
Open or closed ended?
Type of investor

Please be advised that your submission does not create an attorney-client relationship. Therefore, the information contained in your submission is not protected by an attorney-client privilege. While we will treat your submission as confidential, it will not benefit from the attorney-client privilege. The protections afforded by the attorney-client privilege will not attach until you and we have entered into a written engagement agreement in which we agree to perform legal services on your behalf. You should note that e-mail and submissions via a website may be intercepted by others.
 

Great Barrington, Massachusetts

Mail: info@avenir-law.com

Tel: 413 441 1714

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