Private Placement offers the most easily editable and up-to-date private placement memorandum templates. A Private Placement Memorandum or PPM is often a legal document that breaks down and outlines the terms of your investment opportunity. This often includes the securities you are offering, such as private placement stock, bonds, debentures and more.
A PPM private placement memorandum – and by extension – the private placement, are set up to exempt from registration one’s securities under the Securities Act of 1933 in accordance with one or more statutory exemptions. These details are discussed in “Regulation D and Other Exemptions from Registration.”
Due to this exemption, a private placement memorandum PPM lets one approach investors in order to raise an unlimited amount of capital, either from institutions or individuals investors, like accredited investors.
Writing a PPM Template
Writing or developing a PPM from scratch can take a long time.
Because writing or creating a PPM can be a daunting task, especially when you factor in your industry, Private Placement has created the ultimate PPM templates for ease and use when seeking funding. With our templates – which we have hundreds to choose – it is easy and fast to write and edit your custom PPM template and begin raising money and capital from investors.
Private Placement’s staff recommends the purchase of a private placement memorandum template in order to expedite the creation of your PPM, and therefore reach out to investors. Drafting a private placement memorandum template from our company is easy and fast. Just go page by page and follow our instructions. (it is always recommended that you have a qualified attorney review the draft PPM template to ensure you are SEC compliant).
We offer an in-house PPM review (non attorney) or your documents, whether that’s a private placement memorandum, subscription agreements, escrow agreements and virtually anything else related to private placement, PPM, venture capital, and more. Ask us about this. V
PRIVATE PLACEMENT MEMORANDUM PPM TEMPLATE INFORMATION:
Writing your PPM is very easy: Wherever the PPM is marked should be adjusted to suit your company’s structure. You may use our suggestions or change it as you see fit.
• Cover Page
• Table of Contents
• Investment Summary
• Terms of the Offering
• Investor Suitability Standards
• Offering Summary
• Use of Proceeds Example
• Capitalization Structure
• Dilution and Ownership Structure
• Risk Factors
• Management Section
• Business Plan Section
• Investment Structure
• Terms & Conditions
• Plan of Distribution and Placement
• Investor Suitability Questionnaire
• Subscription Agreement (or Promissory Note)
• 5 State Blue Sky Legends
(you may add all 50 States, Puerto Rico and foreign investment legend)
• And more…Learn about what is in a Private Placement
More on PPM Templates
Our Private Placement Memorandums, PPM Templates, and Regulation D documents can be edited by your own attorneys, and have been written with assistance from investment bankers and entrepreneurs raising private capital.
Our PPM Private Placement Templates can include all 50 state NASAA legends plus the District of Columbia or 50 foreign countries. Just let us know what countries you need. We have them. After writing in or editing information found on our private placement memorandum template, you should have an attorney check everything off, and then go and seek investment capital. The PPM contains Regulation D disclosures, investment summary, investment terms, current state legends/disclaimers, capitalization tables, dilution tables, table of contents, investor suitability questionnaire, stock subscription agreement, promissory note (for debt offerings), unit agreement (for LLC’s), exhibits and more. If you need a C or S Corporation, LLC, or Limited Partnership PPM template, we have them. Need specific industries? Ask us. We most likely have any industry specific PPM template.
The Templates are downloaded in Microsoft Word format. Your Template is immediately available following your purchase.
View our General Private Placement Memorandum Templates (PPM)
View our Real Estate Private Placement Memorandum Templates (PPM)
View our Industry Specific Private Placement Memorandum Templates (PPM)
View our Hedge Fund Private Placement Memorandum Template
View our Real Estate Fund Private Placement Memorandum Template (PPM)
View our Oil and Gas Private Placement Memorandum (PPM)
View our Movie,TV and Entertainment Private Placement Memorandum (PPM)
View our Alternative Energy Private Placement Memorandum (PPM)
View our Restaurant Private Placement Memorandum Template (PPM)