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Do you want a Proven, Easy to Customize, Private Placement Memorandum Template To Raise Unlimited Funding for your Business?

Wondering Why It Costs $25,000 To Have A Private Placement Memorandum Drafted?

Are you worried that you'll spend thousands of dollars on a Private Placement Memorandum, but be left with busted deal expenses if your transaction doesn't close - remember, attorneys, investment bankers and other professionals that write PPMs get paid whether your deal closes or not.

With Our Proven IPODocs™ Private Placement Memorandum Template You Can Quickly & Easily Complete Your PPM and To Gauge Investor Interest and Start Raising Money

Why do I say “proven”? Because this template has already been downloaded and customized for businesses that have raised millions of dollars. And now, it can be used to raise money for your business!

  • Are deal fees pinching your funds?
  • Are you surprised that writing a Private Placement Memorandum can cost you as much as $25,000?
  • Are you worried that you'll spend thousands of dollars on a Private Placement Memorandum, but be left with busted deal expenses if your transaction doesn't close - remember, attorneys, investment bankers and other professionals that write PPMs get paid whether your deal closes or not.

To determine which type of Reg D Offering is right for you, see our guide here

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If you are a corporation and raising equity or debt, then find your PPM’s here

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If you are an LLC raising debt or equity, then you can find your PPM here

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If you are a new venture capital fund, then find your PPM’s here

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If you are a new hedge fund, then find your PPM’s here

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If you are a real estate fund, then find your PPM’s here

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As you may know, a Private Placement Memorandum or PPM is a legal document that outlines the terms of your investment deal including the securities that you are offering.

Private placement transactions are exempt from registration under the Securities Act of 1933 in accordance with one or more statutory exemptions, as discussed in "Regulation D and Other Exemptions from Registration."

Your Private Placement Memorandum has three primary objectives:

  • Comply with all state and federal securities laws;
  • Present a professional face to your prospective investors - by using a well-prepared Private Placement Memorandum with a concise, factual summary of your transaction you present yourself as a professional; and,
  • Establish a written record - using a Private Placement Memorandum establishes a written record of what is communicated to prospective investors, giving you cover against securities fraud claims.
  • Using the IPODocs™ Template you'll meet all three of these objectives.

Here are the benefits of using one of our templates:

  • They come in Microsoft Word, so its familiar and easy to use
  • The sections or concepts that require your input are highlighted in RED font so its easy to navigate and focus on the salient points of your offering
  • Its immediately available via download so that you can be started 5 minutes from now
  • It comes with a 30-day 100% money-back guarantee so the risk is all on me; if you're not happy for any reason, just shoot me an email an I'll refund 100% of your purchase
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When you're paying someone $400 to $500 per hour to spend 40 to 50 hours writing about your company and transaction, it'll cost you $25,000. In my book, having an attorney draft an offering memorandum is not the best use of their time or my money.

In my view, the more efficient way to use your attorney is to write your own PPM using a good template, and then have your attorney review and comment on it.

I guarantee you it won't take them 40 hours - and it won't cost you $25,000. Now, you're utilizing your attorney for their highest and best use - counsel and advice.

When you purchase IPODocs™ Private Placement Memorandum Template, you will immediately download our proven private placement memorandum in Microsoft Word® format. You can then quickly and easily customize it for your business.

Specifically, our Ultimate Private Placement Memorandum Template includes the following sections:

General contents

  • Private Placement Memorandum (.docx, 29 pages)
  • Corporation, Any Type;
  • Selling Promissory Notes;
  • Raising Unlimited Capital via Rule 506(c);
  • General Advertising and Solicitation to Accredited Investors;
  • Complete Subscription Package;
  • Ancillary Documents (listed below).

ADDITIONAL DOCUMENTS INCLUDED

  • Jurisdictional Legends (.docx, all 50 states)
  • Executive Summary / Pitch Sheet (.docx, 1 page)
  • Form D (.pdf, 11 pages)
  • Form U2 (.pdf, 4 pages)

ADDITIONAL DOCUMENTS INCLUDED

  • Jurisdictional Legends (.docx, all 50 states)
  • Executive Summary / Pitch Sheet (.docx, 1 page)
  • Form D (.pdf, 11 pages)
  • Form U2 (.pdf, 4 pages)

PPM CONTENTS

  • Offering Summary
  • Exemption Rule (506(c))
  • Table of Contents
  • Forward Looking Information
  • Summary of Terms
  • Company Background
  • Financial Summary
  • Business Planning
  • Management Summary
  • Beneficial Ownership
  • Description of Securities
  • Terms of the Offering
  • Subscription Process
  • Investor Suitability
  • Use of Proceeds
  • Financial Statements
  • Risk Factors
  • Risk Controls
  • Transfer Agent & Registrar
  • Plan of Placement
  • Litigation Disclosure
  • List of Exhibits

Maybe you're skeptical about the thoroughness of the template and worried that it'll take more work than you think

Jason Stapleton from Colorado was worried about the same thing. In his own words:

". . . IPODocs™ templates are simple to use, by using the guidance here we could pick the right template (https://www.fundingcoach.com/regulation-d-overview/reg-d-basics) our CFO was able to create the terms of the offering quick, simple and precise. We already had a business plan written so we were able to cut and paste the information right into the PPM and term sheet."

Because writing a PPM is usually new territory for people, there may be terms and/or concepts that are unknown to you. With that in mind, we developed our exclusive Line-by-Line Instructions, which is included with your purchase. The Line-by-Line Instructions works like a index that provides an explanation and/or definition of a term or concept used in the PPM in simple, easy to understand language.

Finally, I'm an email or phone call away. If you need help with a particular concept, questions about structure, pricing or anything else, I'm available to help.

If you are a corporation and raising equity, then find your PPM’s here

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If you are a corporation raising debt, then find your PPM here

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If you are an LLC raising debt, then you can find your PPM here

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If you are an LLC and raising equity, then find your PPM’s here

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If you want more information about the process, you can find it here:

The two general types of Reg D securities sales are: (1) Equity, and (2) Debt. These can also be combined into a Convertible hybrid of the two (see #3 below).

  • An ‘equity‘ offering is where the company sells partial (or a majority) ownership in the company. The ownership, or equity, is transferred to investors via a security; for example, stock shares, partnership interests, or membership units. Equity offerings are preferred by early stage companies because there is typically no structured repayment schedule; the investors receive a return when the company profits and those profits are then dispersed; however, the payment terms vary depending on how the investment is structured.
  • A ‘debt‘ offering is where the company raises debt financing by selling promissory notes to investors with a set annual rate of return, and a maturity date for when the investors will reap a ‘Return On Investment,’ or ROI. A debt offering is much like a business loan, but, instead of a bank providing the financing, a single investor (or group of investors) lends capital directly to the company. These debt instruments can also be referred to as debentures.
  • A ‘convertible‘ offering is a combination of the aforementioned types; for example, a ‘debt’ offering that allows the lender/investor to ‘convert’ his/her debt note into shares of ‘equity,’ which then satisfies the debt obligation in-part, or in-full, depending on how the deal is structured.

* Preferred Business Structure: The Reg D exemptions can be used by domestic as well as foreign corporations. While the rules can be used by any corporation type the preferred structure is a “C” Corporation or Limited Liability Corporation “LLC.”

To determine which type of Reg D Offering is right for you, see our guide here

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