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Last updated February 9, 2026

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        • Hedge Fund Formation (3(c)(1) / 3(c)(7))
        • Venture Capital Fund Formation
        • Real Estate Fund / Syndication Formation
        • PPM / Offering Memorandum
        • Subscription Package + Investor Onboarding
        • Side Letters (LP negotiations)
        • Investment Company Act / Advisers Act Analysis
        • Annual Compliance Program Support (Fund/Manager)
        • Form D + Blue Sky Notices (Fund raises)
        • Regulation D 506(b) Raise Package
        • Regulation D 506(c) Raise Package
        • SAFE / Convertible Note Round
        • Preferred Equity Financing
        • Regulation S Offering
        • Regulation A+
        • Form D + Blue Sky Notices
        • Entity Formation + Governance Basics
        • Corporate Governance Framework
        • Core Commercial Agreements Suite
        • Buy-Side / Sell-Side M&A
        • Due Diligence Package
        • Antitrust / CFIUS / Securities Compliance
        • Equity Incentive Plan + Grants
        • Family Office Governance + Investment Counsel
        • LP / Angel Deal Review & Negotiation
        • RIA Registration
        • Form ADV Drafting & Updates
        • RIA Compliance Program Build-Out
        • Annual Review & Ongoing Compliance
        • Marketing Rule Review
        • 100-Point Scorecard
        • 14-Day Action Plan
        • 90-Day Roadmap
        • Tier Strategy & Upgrade Plan
        • OTCIQ Disclosure Package
        • 15c2-11 Public Information Dossier
        • Reverse / Forward Split
        • Name / Symbol Change
        • Authorized Share Increase
        • OTCIQ Maintenance
        • Reg FD Compliance
        • 10b-5 Risk Review
        • Investor Deck / PR Legal Review
        • Reg D Financing
        • Microcap Convertible Notes
        • Warrant / Unit Financing
        • Rule 144 Opinion
        • Cap Table Reconciliation
        • Securities Issuance Forensics
        • Derivative Inventory
        • Legend Removal
        • Shell Exit Planning
        • DTC Chill / Freeze Remediation
        • Trading Halt Support
        • Crisis Governance
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    • Genius Act: A Turning Point For U.S. Stablecoin Regulation
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    • Liquid Staking and U.S. Securities Law: What the August 2025 SEC Guidance Means
    • What Every Company Should Know About Unregistered Offerings
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