Partners at Top Firms
We currently have no team members with Legal or Tax expertise on staff. We therefor showcase some of the leaders that specialize in equity funding technology.
Markley Roderick is spearheading Flaster Greenberg's Equity Crowdfunding practice. He also is a member of the firm’s Mergers and Acquisitions, Business and Corporate, Taxation and Healthcare Groups. He has more than 25 years of experience representing individuals and businesses in a wide variety of transactions, including raising money through private placements, venture capital and crowdfunding. He runs the Crowdfunding blog covering all regulation regarding the JOBS Act.
Douglas Ellenoff is a corporate and securities attorney with a focus in business transactions, mergers and acquisitions and corporate financing. He has experience with initial public offerings, secondary public offerings, regulatory compliance, representing numerous broker-dealers, venture capital investor groups and many corporations involved in the capital formation process. He has been involved at various stages with over 100 registered blind pool offerings (commonly referred to as "SPACs"), more than 30 SPAC M&A assignments. He also Chairs LawCloud.
Form a company, fund your organization or attain paperwork required for your operations - LawCloud provides a simple and secure way of handling the legal and business documents whether you are just starting to incorporate or already running your business. They also specialize in enterprise solutions for funding platforms via the ownership of iDisclose. The service allows early stage companies to populate the documents with a questionnaire in turn reducing the expensive fees charged by attorneys. We published an article on their take on impending regulatory changes in the Reg CF market.
Samuel Guzik has more than 35 years of experience as a corporate and securities attorney and business advisor in private practice in New York and Los Angeles. He has represented public and privately held companies and entrepreneurs on a broad range of business and financing transactions, both public and private. He is a thought leader on matters relating to the JOBS Act and the ongoing SEC rulemaking, including Regulation D Rule 506 private placements, Regulation A+, and investment crowdfinance. He has been consulted by Congressional members, state legislators and state securities administrators.
Alixe Cormick is the founder of Venture Law Corporation in Vancouver, British Columbia and a member of the Advisory Board of the National Crowdfunding Association of Canada. We interviewed her back in 2015.
Trowbridge Sidoti LLP (CrowdfundingLawyers.net) is a boutique law firm specializing in Syndications, Private Placement Offerings, Private Equity Funds, and Joint Ventures for real estate ventures and small business startups. They help with preparation of Private Placement Memorandums (PPMs) and investor Subscription Agreements, selecting the appropriate securities exemption, formation and structuring of legal entities, and drafting investor agreements such as limited liability company (LLC) Operating Agreements or Private Loan Documents. The Trowbridge Sidoti team works with clients with federal securities offerings in all 50 states.
Individual Investors looking to learn how to invest in crowdfunding opportunities, high risk activity, can work with this team to understand how to structure a portfolio to properly diversify into crowdfund opportunities.
IncFile
If you are looking to setup your firm with all the proper paperwork IncFile can help you obtain your federal EIN electronically via email within one business day.
Accounting/Invoicing
Freshbooks
We use Freshbooks at Fund Wisdom for our invoicing needs.
- Create and send professional looking invoices in less than 30 seconds.
- Set up online payments with just a couple of clicks and get paid up to 4 days faster.
- See when your client has seen your invoice and put an end to the guessing games.
- Review Freshbooks pricing
