Let PPM.net Assist with your Private Placement Memorandum. Our team at PPM.net is one of the older and respected private placement offering firm on Wall Street. For nearly 20 years our team has assisted thousands of companies launch their companies. From startup hi tech companies in need of private placement services to a later stage company raising equity or debt capital PPM.net can assist. Our document writing services are recognized as one of the top tier firms in the US, while our pricing model is one of the most competitive, taking into consideration the needs of the clients. In fact, many companies outsource their PPM writing needs to us as we are known to have one of the fastest turnaround rates for private placement completion along with the some of the best rates in the industry.
What is a Private Placement Memorandum?
A Private Placement Memorandum (PPM), also known as a “PPM” for short, is a document specifically intended for those seeking capital to disclose their company’s information. In the case of a Private Placement Memorandum for the sale of securities such as stocks or bonds, information will need to be disclosed regarding the pros and cons of investing with that particular company. A PPM should contain several important features that will allow an investor to make an educated decision almost on the spot whether to invest, including, but not limited to:
- Cover Page
- The Offering Term Sheets
- Investor Suitability Standards
- Securities Legends
- Risk Factors
- Capitalization of the Company
- Use of Proceeds
- Dilution
- Management Team
- Business Summary
- Subscription Agreement
- Blue Sky and Country Jurisdictional Legends
- And much more….
PPM Document Writing
The most common private placement document is a private placement memorandum, commonly employed by entrepreneurial companies seeking to raise capital. Along with a business plan, a private placement memorandum (PPM) is a vital document for entrepreneurs approaching investors to raise money. A private placement memorandum serves both as a sign of professionalism by documenting all relevant information for investors in a concise and legal format and protects the entrepreneur by disclosing investment risks in the proper manner.
For years, PPM.net has specialized in private placement document services, with client firms on Wall Street in New York, Silicon Valley, and around the world. PPM.NET creates professional private placement document writing and more. Private placement documents commonly sought by entrepreneurs underpin equity financing offerings – the most efficient mechanism to procure capital – while disclosing risk and qualifying for an exemption under the SEC’s Regulation D (Reg D), which is a limited offer and sale of their company’s stock, or securities, without registration under the Federal Securities Act of 1933. A positive outcome by complying with Regulation D is that it provides the company’s officers and directors an insurance policy of sorts regarding disclosure. Our team develops professional, investor ready offering memorandums
What is a Private Placement?
A Private Placement is simply investment capital in non publicly traded company. Typically private placements are offered to both accredited and on accredited investors in the form of stock or bonds, but this is done privately, outside the publicly traded sphere. In the United States, for example, private placements do not need to be registered with the Securities Exchange Commission. Regulation D rules of the Securities Act of 1933 are the most popular forms of non-public private placements. The process can also be referred to as a Private Stock Offering as well.
PPM Characteristics – The Benefits of Engaging PPM.net for the Writing of Your Private Placement
PPM.net’s staff is the premier private placement document and Private Placement Memorandum service globally.
Creating private placement documents with our clients involves a collaborative process:
- Initial conversation to scope your basic needs.
- Review of your existing materials, such as your business plan, market research, financial documents, and competitor research.
- Confirmation of details and project scope.
- In-depth discussion(s) to better understand the details, develop strategies, and agree on all major elements of the Private Placement Memorandum (PPM).
- Conduct additional research, as needed.
- Draft Private Placement Memorandum (PPM).
- Incorporate your revenue and expense models into the Financial Model, including consultation to ensure your mastery of financial model.
- Finalize all deliverables, including the private placement memorandum or other documents.
- Consultation and advisement on the best way for you to deliver the Investor Presentation and respond to investor questions.
- Provide support, including updates and revisions, at no additional charge.
- Facilitate regulatory filings (SEC Form D, and suitable State-by-State Blue Sky Filings)
Our team specializes in in private placement memorandum document writing. Our PPMs are known to be above industry standard.
What is a PPM?
A “PPM” or private placement memorandum is also referred to as offering document or offering memorandum. This is a legal document that acts as a security document in a business and is also given to the potential investors when they are planning to sell shares or stocks. Private Placement Memorandum is used basically during those transactions when the securities have not been registered under either state law or federal law, rather these are sold with the help of any of the exemptions from registration. Private Placement Memorandum basically explains various features in detail like the company that is planning to sell the securities, various investment risks, the terms and conditions of the offering, and many more aspects of the transaction. Private Placement Memorandum also explains disclosures that are involved and their variation depending on the factors like the target customers, which registration exemption being used, the complexity of the offering terms and more.
PPM Objectives
The Private Placement Memorandum (PPM) should highlight the following objectives:
- Convey the company’s business strategy and opportunity in a concise manner.
- Showcase the company’s terms of the PPM offering.
- Highlight the management team, and relevant experience in your industry.
- The PPM should should elaborate on its current and future business plans.
- Discuss the exit strategy of the business and ROI – return on investment.
Some final thoughts on the PPM creation: When drafting a Personal Placement Memorandum, there are certain factors that need to be taken into consideration. The most important factor being the compliance with the federal securities laws. There must be no inclusion of any misleading or false statements about the company, the offering and the securities being offered. The prospective investor must have all the information necessary that helps in taking a correct decision regarding the management, business, future prospects and past financial performance. The document must also include information about the possible risks. When filing the document, information must be filled accurately and correctly. Experienced investors can always comprehend these disclosures and taking care of “legalese” will display a thorough professional approach adopted by the company. Besides disclosing information that is necessary as far as compliance with the applicable laws are concerned, it is always better to offer more disclosures than legally required. The typical PPM includes Introduction, Summary of Offering Terms, Risk Factors, Management and company Description, Use of proceeds, Securities Description, Subscription Procedures and Exhibits.
ABOUT US
A Diverse and Global Team:
PPM.net was created out of the need to give start-ups, later stage companies and the every-day entrepreneur the ability to work with a firm that has a vested interest in its success. Aside from creating Private Placement Memorandums, Business Plans, and a host of other documents geared for investment, PPM.net helps entrepreneurs from their initial stage of development through the funding process.
A Diverse and Global Team:
Our team has been assisting with private placement writing services for more than 20 years. With over 5,000 projects, our experienced offering document team of consultants assists companies worldwide with private placement memoranda writing.
Contact Us
Private Placements:
Let us assist you with your private placement needs. From document preparation to filing with the SEC or other global agencies, we can assist in your private placement offering in a smooth and systematic fashion
