Managing Your Client’s Series A Offering of Securities: A Step by Step Guide

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Live Webinar LIVE
August 19
Friday, August 19, 2022
1:00PM - 2:30PM Eastern Time (EDT)

About This Course

Before a start-up or early stage company is ready for its first round of venture capital, known as Series A Round or Series A Offering, it typically goes through a number of informal financing rounds, turning to company founders, friends and even family members. If it’s successful however, the Series A offering of securities will involves a series of steps including reviewing and updating a client’s capitalization table, drafting and negotiating term sheets with investors, amending the client’s organizational documents, determining the proper and relevant SEC and state law securities exemptions, drafting subscription agreements and other critical investment documents, and registering a client for the SEC’s EDGAR database and filing Form D sales reports.
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