Create the issuer profile
Enter the issuer, jurisdiction, security classes, corporate snapshot, and ownership details for the raise.
Private securities offering software
Run a Rule 506(b) private securities offering in one workspace.
OfferingOS gives founders and counsel a secure workspace to collect diligence files, prepare the offering, invite investors, track signatures and funds status, and keep the closing record together.
Issuer profileCounsel reviewClosing record
How it works
Set up the company, upload required files, prepare the offering, invite investors, and close.
Upload required source files
Collect formation documents, cap tables, board approvals, financing history, and prior-offering records.
Build the Rule 506(b) package
Set price, share count, Rule 506(b) exemption details, investor eligibility, use of proceeds, and disclosure review status.
Invite investors and close
Track invites, questionnaire status, commitments, delivery evidence, signatures, funds, filings, and binders.
Educational guides
Learn how private offerings and friends-and-family rounds work before you invite investors.
You can raise from accredited investors and, in a properly structured Rule 506(b) offering, a limited number of sophisticated non-accredited investors. These guides explain the records you need before the first sale, before Form D, and before closing.
Before you file that Form DPrepare the exemption, first-sale timing, EDGAR access, investor intake, disclosures, state notices, and closing record before the filing deadline starts.Can a Rule 506(b) offering include non-accredited investors?Learn the 35-investor limit, sophistication standard, required disclosures, counsel review, and no-advertising rule.Formalize your friends and family roundTurn relationship-based checks into a private offering record with investor intake, disclosures, signatures, funds status, filing tasks, and a closing binder.
Inside the workspace
You can prepare the offering, collect files, invite investors, track signatures and funds status, and keep the closing record together.
You can see which diligence items are missing, what counsel still needs to review, which investors have completed their steps, which signatures are outstanding, and what belongs in the closing binder.
Pricing
Choose the OfferingOS workspace that fits your Rule 506(b) raise.
Each plan includes a 12-month workspace for document collection, investor delivery, signature tracking, filing tasks, offering records, and closing binder exports. Add-ons are available for extra investors, additional document-generation capacity, ongoing workspace access, and setup support.
Standard 506(b)
$49
For a Rule 506(b) offering to accredited investors only.
- 12-month offering workspace
- Source vault, investor delivery, signatures, and filing tasks
- Closing binder with approved documents, delivery evidence, and status history
Inclusive 506(b)
$99
For a Rule 506(b) offering that may include one non-accredited investor.
- Everything in Standard
- Non-accredited investor package with sophistication and representative records
- Enhanced disclosure checklist and closing record
Additional accredited investor: $5 per investor.
Additional non-accredited investor: $15 per investor.
Additional document-generation capacity: $20 for accredited-only offerings or $40 for inclusive offerings.
Ongoing company workspace after the included 12 months: $24 per year.
Setup support incident: $49.
Required checks
OfferingOS shows the required Rule 506(b) steps before the company moves to closing.
Shows exactly which issuer, document, investor, and counsel-review items are missing.
Keeps investor delivery tied to the offering version and documents that were actually approved.
Tracks Rule 506(d) diligence, disclosure review, investor Q&A, signature, filing, and funds status.
Produces a closing record with source files, delivery evidence, approvals, filing tasks, and binder history.
For founders, counsel, finance leads, and investors
Built for founders, finance leads, company counsel, and invited investors.
The company team records issuer details and offering terms. Counsel reviews diligence and disclosures. Investors receive the approved package, answer required questions, sign documents, and confirm funds status.
ReadinessDisclosureInvestorsClosing