Platform Features

Everything You Need to File

Built on the actual SEC forms. Every field, every required section, every disclosure — with plain English guidance at every step.

Step-by-Step Wizards

Guided forms for all four offering types. Each step maps directly to the official SEC form fields with plain English explanations and legal references.

AI Document Generator

When your wizard is complete, AI compiles everything into a properly formatted, EDGAR-ready draft with all required SEC language, legends, and certifications.

Dual-Audience Design

Legal teams see the official SEC field labels and form references. Business owners see plain English explanations. Both get what they need on every field.

Document Library

All generated documents stored securely. Version history, status tracking, and single download when you're ready to pay.

EDGAR-Ready Output

Documents structured for EDGAR submission. Your attorney receives a complete draft — not a template with blanks to fill in.

Pay at Download

Complete your entire wizard for free. Pay only when you're ready to download your finished document package.

Complete Form Coverage

Every required section of every form — nothing left out.

Form 1-A — Regulation A+

8 steps

Eligibility & tier, offering summary, financial statements, jurisdiction coverage, prior securities, offering circular (business description, risk factors, use of proceeds, MD&A), management & ownership, exhibits & signatures

Form C — Regulation CF

12 steps

Eligibility, intermediary details, offering terms, financial data (2 fiscal years), directors & officers, principal holders, business plan & risk factors, use of proceeds, capital structure, prior exempt offerings, bad actor disclosures (Q30), signatures

Form D — Regulation D

8 steps

Issuer identity & prior names, related persons (Item 3), industry group & size, exemptions claimed (Rule 504/506b/506c), offering details & duration, investor counts, sales compensation, authorized representative signatures

Reg S Subscription Package

8 steps

Category selection (Category 1/2/3), compliance conditions, subscriber information, investment terms, all 18 investor representations (§3.1a–§3.1r), company representations (§4.1), risk factors, subscriber & company closing signatures

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