NOW, YOU CAN RAISE CAPITAL

WITH THE REG. D PPM DOCUMENTS YOU NEED!

Whether your business is small or large, a corporation or an LLC, our SEC/Reg. D compliant document templates will help you raise capital from investors the right way. Each of our document sets includes all of the documents your need for your Reg. D offering, conveniently bundled into a single, downloadable zip file.
KEY FEATURES OF OUR PPM SETS WE HAVE THE PPM SETS YOU NEED
– Complete set of Reg. D compliant offering documents; – Corporation (C or S);
– SEC approved content; – LLC;
– Easy to edit for your offering; – Private Equity Fund;
– Mail Merge saves you time and money; – R.E.I.T.;
– Compliant with Form S-1 and Regulation S-K; – Hedge Fund;
– Free Form D filing. – Real Estate Fund.
REPRESENTATIVE PPM CONTENTS DOCUMENTS INCLUDED IN EACH PACKAGE
– Memorandum Summary; – Private Placement Memorandum (PPM);
– Financial highlights (unaudited); – Mail Merge Data Source;
– Risk Factors; – Subscription Agreement;
– Use of Proceeds; – Investor Verification (Questionnaire);
– Determination of Offering Price; – Third-party Verification Letter;
– Dilution; – Jurisdictional Legends (all 50 states);
– Capitalization; – ERISA Disclosure Document;
– Plan of Distribution; – Complete Set (3) of The Patriot Act Documents;
– Shares Eligible for Future Sale; – Form D (we’ll file your Form D with the SEC for free with your purchase of a PPM package);
– Interests of Named Experts and Counsel; – Capitalization Table;
– Information With Respect to The Issuer; – Executive Summary/Pitch Sheet;
– Management’s Discussion and Analysis of Financial Condition and Results of Operations; – Form U-1;
– Material Changes; – Form U-2;
– Incorporation of Certain Information by Reference; – Form U-2A.
– Other Expenses of Issuance and Distribution;
– Recent Sales of Unregistered Securities;
– Where You Can Find Additional Information;
– Exhibits.
Purchase Your Rule 504 PPM Today        Purchase Your Rule 506(b) PPM Today   
               
Purchase Your Rule 506(c) PPM Today        Purchase Your Fund PPM Today       

 

Although we created these documents to conform with the disclosure requirements of Regulation D of the Securities Act of 1933 and Regulation S-K, these documents present an array of often mutually exclusive options with respect to particular Regulation D provisions. We encourage you to tailor the templates to accurately reflect the specific provisions of your Regulation D capital raise.