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Updated almost 6 years ago,
When to file SEC from a documents??
Hello, I hope everyone is having a great Sunday. I have worked in Finance my entire professional career. Starting out as a credit analyst for BB&;T, I spent my younger years reading through 10Ks, 10Qs, financial statements, SEC documents, etc. creating “spreads” and credit analysis for different types of businesses. I say all of this to say, with all of my technical knowledge, I lack in the basic understanding of when one would need to file form A documents when dealing with multi family investing?
If I have a group of investors who are looking to fund deals on a debt or equity basis, at what point would I need to file the SEC documents?
Would I need to file documents for each deal?
Any and all advice is greatly appreciated.