On-Demand Legal Counsel for Registered Funding Portals

We are on a mission to help entrepreneurs access legal advice on demand. We seek to help you make quick, strategic decisions with the support of counsel - without the delays or high onboarding costs of hiring new counsel at every turn.

Post-Registration Advisory Subscription

$4,000/month
No Minimum Term | Cancel Anytime

What’s Included:

Client Portal Access
A secure, custom portal where you can:
- Message your legal team
- Schedule consultations
- Launch and manage projects
- Access educational resources
Unlimited Messaging
Ask questions anytime through the portal—responses guaranteed within 1 business day
Monthly Compliance Meetings
45-minute video consultations each month to keep your portal compliant
Office Hours Access
Stay informed about evolving compliance obligations with live access to attorney-led discussions
Regulatory Filings and Amendments
Assistance with timely submissions of:
- Mandatory Regulatory Filings
- SEC & FINRA Form Amendments
- Updates to maintain compliance with regulatory bodies
Quarterly Compliance Audits
Quarterly reviews of your operations to identify and address potential compliance issues before they become problems
Policy and Procedures Updates
Ensure your compliance manuals and Written Supervisory Procedures (WSPs) stay up to date
Regulatory Inquiry Support
Guidance and representation during regulatory exams, inquiries, and audits.
Member Perks
5% discount on any Add-On services

Available Add-Ons

Paid Legal Consultations
Issuer Form C Reviews
- $750 per Lite Review
- $2,500 per Full Report
Educational Trainings
Corporate Governance
Capital Raising Advisory

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Why Choose Our Team for Ongoing Compliance?

When regulatory scrutiny is high, you need a legal team that’s meticulous, responsive, and battle-tested.

Proven Track Record: We’ve guided more than a dozen of funding portals through successful registration and ongoing supervision.
SEC & FINRA Alignment: Our guidance is grounded in a deep understanding of funding portal regulatory frameworks.
Risk Mitigation: Our quarterly audits and rapid-response support reduce legal exposure and help prevent enforcement surprises.
Real-Time Counsel: With our subscription, you’ll never have to navigate compliance blind. We’re in your corner every step of the way.
Legal Tech Enabled: Our client portal streamlines communication, scheduling, document review, and compliance education.

Ready to Get Started?

Schedule A Complimentary Consultation