Reg D library
Plain-language guides to private offerings, from what goes in a PPM to every rule in Regulation D. Last reviewed November 2026.
PPM basics
- What is a PPM?What a PPM is, what it contains and when you need one
- Subscription agreementsThe contract investors sign, and how closings work
- Drafting with AIUsing AI tools with your template safely
Regulation D
- Regulation D basicsHow Regulation D works and how the exemptions compare
- Rule 504: Up to $10 millionUp to $10 million, with state registration or exemption
- Rule 506(b): No advertisingAny amount, no advertising
- Rule 506(c): Advertising allowedAny amount, advertising allowed, verified investors
- Rule 502: General conditionsIntegration, disclosure, solicitation and resale
More Reg D rules
- Rule 500: Use of Regulation DGround rules for using Regulation D
- Rule 501: DefinitionsDefinitions behind the rules
- Rule 503: Form D noticeThe Form D filing requirement
- Rule 505 (repealed)Repealed in 2017
- Rule 507 and bad actorsBad actor disqualification
- Rule 508: Insignificant deviationsWhen small mistakes are forgiven
Regulation S
- Regulation S: Non-U.S. investorsRaising from non-U.S. investors outside the United States
Investors
- Accredited investorsEvery accredited investor category
- Finding investorsWays to reach investors and the rules for each
Filings and resale
- Form D filingDeadlines, EDGAR access and amendments
- Blue Sky lawsState notice filings, fees and registration
- Rule 144 and resalesHow investors resell restricted securities
Capital raising made easy.
Pick a template and a kit. Every kit includes the PPM, subscription agreement, investor questionnaire and state legends, and we file your Form D and Blue Sky notices.