Document type
Select the master document to construct.
1Issuer
Pick the Issuer from the Grove database — known data prefills below. Anything can be overridden for this document.
New or edited issuer details are not written to the database directly — they land in a verification queue for approval, so the database stays authoritative.
2Form variability
Deliberate decisions — nothing here has a default, and these answers shape the wording options in Section 3. Accredited Investor materials are always included: Grove sub-forms are non-brokered private placements, so every participant is either accredited or relies on another prospectus exemption.
3Financing
Deal-specific terms. Grove-standard values are prefilled and can be overridden where the Issuer runs part of the process.
Pick a saved wording, or paste in what the Issuer’s counsel provided and save it for reuse. Auto-composed text updates with price / security / counts until edited.
The Offering acknowledgement in Schedule “A” is composed automatically from the maximum offering and security type — no input needed.
PDF generation runs Microsoft Word on the server Mac — the first use may show a one-time macOS Automation permission prompt there.