A full suite of disclosure and regulatory filings, made easier by our technology.

Pursuant to the JOBS Act and the regulations promulgated by the SEC, in order to raise money using Title III Crowdfunding, a company must prepare a Form C and file it with the SEC prior to launching an offering. iDisclose offers a Form C drafting tool that can help you prepare the complicated Form C for a fraction of the time and cost of hiring a traditional law firm.

The Form C you prepare using iDisclose requires only a light legal review by a lawyer, which can be done by your own lawyer or one of our legal partners. Once signed off on, you can file it with the SEC with the push of a button. With iDisclose, you can rest assured that you are complying with all of the SEC’s disclosure requirements.

We also offer Annual Report (Form C-AR) drafting and  to keep companies under the Regulation CF SEC compliant.  Further, we also offer Termination Report (Form C-TR) service which allows a company that has met the requirements to allow them to cancel their annual reporting obligation.

Whether your company is conducting a Regulation D 506(b) or 506(c) offering, or another type of private placement. A private placement memorandum PPM is a disclosure document that a company provides to potential investors and serves as a record that all material information about the company was disclosed. A PPM is especially useful when raising money from investors who are not well known to the principals of the business.

Rather than committing tens of thousands of dollars and months of time to complete a typical PPM, iDisclose can help a company complete a PPM in weeks for a fraction of the cost!

We continue to expand into more complex offerings with our Regulation A offering in 2019. Reg A+ of Title IV of the JOBS Act is a type of offering which allows private companies to raise up to $50 Million from the public. Similar to an IPO, Reg A+ allows companies to offer shares to the general public and not just accredited investors. Companies looking to raise capital via Reg A+ will first need to file with the SEC and get approval before launching the offering However, the fees associated with a Reg A+ offering are much lower than a traditional IPO and the ongoing disclosure requirements are much less burdensome, effectively making a Reg A+ offering a mini-IPO.

A Form D is required to be filed by any company raising capital under certain SEC exemptions. If you are conducting an offering under Regulation D you must file the Form D within fifteen days of closing your deal. iDisclose will walk you through the process and if you would like a lawyer to assist we can connect you with one of our partners for a low flat rate. Then you can file your form hassle free with one click.

Form ID is required to be filed by any entity wishing to submit any filings to the SEC through its EDGAR filing system. This process is fairly tedious and requires a notarized document. iDisclose has streamlined this process, including use of a webcam based notary, to assist companies in obtaining their credentials.

The Risk Factor Tool by iDisclose is for companies raising money that don’t want to use a full private placement memorandum or PPM disclosure document. If you are raising money from friends and family or sophisticated investors, you may not need to use a full PPM document, but you should still use a set of well tailored risk factors to protect you and your company from liability if anything goes wrong in the future.

Risk factors are like your insurance policy for a securities offering and a well tailored compressive set of risks can protect you and your company from investor lawsuits and SEC actions. By answering a set of yes or no questions and entering some brief information, iDisclose generate a set of risk factors that can be tailored by the company for legal protection.