Crowdfunding Lawyers


These intake questionnaires help keep your investment structuring and delivery process efficient. If you do not know which questionnaire applies, please complete the General Intake Questionnaire.

You are not expected to have complete information. However, it is helpful to fill in as much information as you know. The remainder will be filled in through our proprietary investment structuring process.

Business Entity Questionnaire

Regulation A or IPO for Business Offering Questionnaire

Regulation A or IPO for Real Estate Offering Questionnaire

Convertible Promissory Note Questionnaire

Business Entity Questionnaire