Self-Filing Made Easy
The quickest way for external reporting teams to self-file Form D filings.
Enterprise-grade security to protect your data and ensure compliance.
Streamlined workflows to save time and reduce manual effort.
Intuitive interface designed for external reporting teams of all sizes.
Access anytime, anywhere with a secure, web-based platform.
Companies may use an exemption under Regulation D to offer and sell securities without having to register the offering with the SEC.
When relying on such an exemption, companies must file what’s known as a “Form D” after they first sell their securities.
Form D is a brief notice that includes basic information about the company and the offering, such as the names and addresses of the company’s executive officers, the size of the offering, and the date of first sale.
Tell us what you need, when you need it, and our team will manage the rest.