Regulatory Exemptions

Under the federal securities laws, any offer or sale of a security must either be registered with the SEC or meet an exemption.

The "offering type" field defines (1) the regulatory exemption, and (2) the template, or default configuration, for your offering. The template assists with compliance. For instance, different offering types may have different promotional restrictions, investor requirements, etc. You may choose from a set of preloaded configurations or customize our own.

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