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Keidi C.

Principal Attorney
Member Since: August 25, 2021
Boston, MA

Keidi C. is now available for hire

Request a proposal from Keidi.

Hourly Rate: $450
5.0 (18)

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Summary info

Hourly Rate
$450
State License
MA, NY
Years Practicing
28
Insurance
Yes
General
Legal Packages
Client Feedback
Biography
Platform Experience
Employment
Education
Project Preferences
General Counsel
Outside General Counsel

$3,750

Immediate Start

What's included:

  • 10 hours of legal services per month
  • draft, negotiate, review and revise contracts
  • provide consultation i.e., employment issues, fundraising strategies etc.
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Securities Consultation
Capital Raise/Fundraising Strategies Consultation

$1,125

Immediate Start

What's included:

  • 3 one-hour strategy sessions
  • review capital raise plans to ensure securities compliance
  • provide consultations regarding Regulation D private placements, JOBS Act - Regulstion A+ and Regulation CF crowdfunding
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Consultation
Business Consultation

$400

Immediate Start

What's included:

  • 60-minute call re:
  • startup formation
  • employment issues
  • capital raises
  • board governance
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RIA/ERA Set Up
Investment Adviser Registration

$4,000

30-day delivery

What's included:

  • Assist in becoming a state/SEC investment adviser or exempt reporting adviser
  • Draft operating agreement for the firm
  • Assist in establishing firm IARD account
  • Assist in registering principals as investment adviser representatives (IAR)
  • File Parts 1 & 2 of the firm's ADV
  • Draft compliance manual (Code of Ethics, Anti-Money Laundering and Privacy policies and procedures etc. included)
  • Draft investment management contracts for each type of client, institutional and individuals through separate accounts
  • Filing/Registration fees NOT included
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