SHICAP, INC

Details of Deliverables

Create a Private Placement Memorandum

The fee is $3,600 paid in two equal payments.

The first payment is $1,800 and the second and final payment of $1,800 is due when the documents are ready.

To accept funds from investors, you need:

Private Placement Offering Memorandum: This document is given to the investor and will include your business plan as an addendum. The investor gets to keep the PPM whether they invest or not.

Subscription Agreement: This document the investor signs and returns to you with their investment check. It also acts as a receipt and proof that you gave the investor the Offering Documents.

Operating Agreement (if organized as an LLC): The investor signs the Operating Agreement and returns it to you with the Subscription Agreement and their check.

Accredited Investor Questionnaire: The investor’s answers to these questions will allow you to classify the investor as either an “accredited or non-accredited investor”.

$3,600   PPM Preparation Includes – (There are no additional or hidden charges)

• Private Placement Offering Memorandum (60 – 65 pages)
• Subscription Agreement (20 – 22 pages)
• Investor Questionnaire (1 page)
• Operating Agreement (if LLC  17 – 20 pages)

A Business Plan is not included and must be provided by the client.

 

Preparation time: 

10 – 14 business days from when the client finalizes all the information to be included in the PPM. Usually, this process takes 3 – 5 days and is dependent on the client.

Payment Information – work begins the next day after receipt of 1^st payment.

1^st Payment: $1,800

2^nd Payment: $1,800 – Due when documents are completed.

 

Payment Options:

Credit Cards:

If you wish to pay by credit card, advise me and you will receive by separate email with an invoice that you can pay by credit card. Just click on the link in the email to pay.

Financing:

When you pay by credit card you will be given an option to finance the invoice. If the loan is paid in full within 6 months there is no interest charged.

 

I accept all major credit cards.

I offer a no-charge 30-minute consultation so please don’t hesitate to call with questions.

 

Client Information Summary/Sheet (CIS)

FEI/EIN Number: 82-3976663

 

Corporate Business Name/Address:

SHICAP, INCORPORATED
Lance Shields – Director
365 Fifth Ave South,
Suite 201
Naples, Florida, USA, 34102
Email: [email protected]
Landline: (239) 300-9725
Mobile: (239) 231-5509 (text)

Title	PRES	Title	DIR
Name	SHIELDS, LANCE SR.	Name	SHIELDS, LANCE
Address	365 FIFTH AVE SOUTH	Address	365 FIFTH AVE SOUTH
	SUITE 201		SUITE 201
City-State-Zip:	NAPLES FL 34102	City-State-Zip:	NAPLES FL 34102

 

I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Statutes; and that my name appears

above, or on an attachment with all others like empowered.

 

SIGNATURE: LANCE SHIELDS   PRESIDENT  03/15/2021

Electronic Signature of Signing Officer/Director Detail   Date