Choose an offering type

Choose by the investment activity

Choose the category that best describes what the offering will do with investor capital. Real estate and farmland include physical-asset sections. Business acquisition adds target-company and integration information. Venture SPV describes a single-company investment; a VC fund describes a pooled investment strategy.

What this selection changes

The document map, suggested risk starting set, and certain modeling and export options adapt to your choice. The selection does not choose the correct legal exemption, establish an entity, or determine whether the security can be offered.

If the structure crosses categories

Write down the actual business model and discuss classification with counsel before populating incompatible sections. Do not pick a category just because its sample looks attractive. You can review the offering classification in the Setup chapter.

Questions that help narrow the choice

Ask what investors will actually own and what the issuer will spend the proceeds on. A single investment in an operating company through a special-purpose vehicle differs from a fund that will select many companies over time. A business acquisition describes buying and operating a target, including integration and acquisition financing.

Open a sample from the likely category and compare the document map with your information list. Use the eight asset-class workflow articles to see the specialized inputs. If material sections do not fit the actual investment, resolve the structure before copying a sample into your account.