{ "media_type": "text", "post_content": "First time needing to edgarize a document (my practice is ECVC and have a client doing a Reg CF raise). Am I right in assuming that it’s just converting a Word doc or PDF doc into an SEC-specific format? Any recs on service providers? Would love a cloud-based self-serve tool and understanding of how pricing is supposed to work.", "post_id": "6078fa19ea62e30020d39a71", "reply_count": 21, "vote_count": 1, "bowl_id": "5df70ed2f7169f002b172d3f", "bowl_name": "Big Law" }

First time needing to edgarize a document (my practice is ECVC and have a client doing a Reg CF raise). Am I right in assuming that it’s just converting a Word doc or PDF doc into an SEC-specific format? Any recs on service providers? Would love a cloud-based self-serve tool and understanding of how pricing is supposed to work.

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Look up DFin active disclosure. I don't like it but it's self service to a greater extent.

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Dfin, edgaragents, workiva. I liked workiva the most (self service) but it was also the most expensive. Give them and yourself a lot more time than you'll think you or they will need -- SPACs are busting everyone's balls and they can be super slow.

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Oh by time I meant initial EDGARization will take a few hrs and to file may take more than just a couple hours so if you want to file by 5:30 you might need to give the all clear as early as 2-2:30. Nothing substantive. I'm only familiar with registered securities offerings.

helpful

Toppan does them. If you’re doing it yourself and have issues call them. They might need to reformat it for you

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Also by call them I mean edgar help desk if you’re doing it yourself

Edgar Agents is the industry standard. I personally deal with printers all day every day and Edgar Agents are the best, Toppan has been a disappointment. If you need help, feel free to reach out. Pro-tiP- make sure you proof their work, they all make mistakes (as we all do). Once they have a relationship with you they will start to notice mistakes in filings and be very helpful. Also pro-tip- send in Word Files only. PDF conversions are very expensive and take longer

helpful

Sorry, I was thinking about a form C-TR. Form C-AR you should watch out for any errors/mistakes or Edits that were not made.

helpful

Don’t think there’re self service tools out there. We usually use either Donnelley or Merrill. And yes, it’s just converting a Word doc to SEC format, and they handle the filing as well.

Donnelley always does good work & is quick on turning proofs / edits to proofs

Cant they use Republic for Reg CF?

Republic recommends using lawcloud.co as part of their instruction set but link was broken and rest of the lawcloud site wasn’t clear what they offer in terms of edgarization and doesn’t seem to be a core part of their service.

I recommend Edgar Agents.

Toppan is my fave

Rt

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