Guided Form D intake for Regulation D offerings: exemptions, amounts, investors, and EDGAR primary_doc.xml validated before packaging.
The intake covers exemptions such as Rule 506(b) and 506(c), offering amounts including indefinite, investors, sales compensation, use of proceeds, and related persons prefilled from your insider roster.
TakePublic produces the EDGAR primary_doc.xml from your answers and validates it before packaging. Form D is due 15 calendar days after the date of first sale. Counsel must sign off on the exact document before submission. Federal Form D is only part of the obligation: every state where securities are sold requires its own notice and fee, usually within 15 days after the first sale in that state, while some states, including New York, require filing before the first sale; TakePublic prepares and tracks only federal Form D, and the company and its counsel handle state notices, typically through NASAA's EFD system.
Form D skips auditor review. The filing moves from draft through internal review to counsel review. Live EDGAR submission for Form D is being verified; after counsel sign-off, export the package to your EDGAR agent or use EDGAR TEST mode. TakePublic is a technology platform, not a law firm; whether a particular exemption fits your offering is a question for your securities counsel.
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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.