When a private company takes money from investors, it is usually selling securities. Most private raises rely on an exemption from registration under federal and Florida securities law, and the documents, disclosures, and filings have to match the exemption used. The firm helps companies raise money in a way that will hold up when an investor, a buyer, or a regulator looks at it later. Corporate finance sits alongside the transactions and governance work that a raise usually leads to, and the firm handles both.
Who this is for
- Founders raising a first round from friends and family, angel investors, or private investors.
- Existing companies bringing in new owners or outside capital.
- Companies that have already taken money and want the paperwork reviewed.
Before you take the first check
- Know which exemption the offering relies on and what it requires.
- Have the investor documents signed before funds are accepted.
- Do not advertise the offering publicly unless the exemption allows it.
- Do not promise returns.
Questions people ask
Do I need to file anything when I raise money from friends?
Usually yes. Federal exemptions come with filing and disclosure requirements, and the firm confirms what applies before the first sale.
Can I raise money from anyone?
Most exemptions limit who can invest, how many investors there can be, or how much they can put in. Who your investors are shapes how the offering must be structured.
Contact the office before the round starts.