Private Placement Memorandum (package)


Many entrepreneurs have not yet formed their corporate entity. Thus they have no idea if the PPM they will use will require a stock offering (corporation) or a membership unit offering (LLC or LP). Also some entrepreneurs simply want to see different examples of different PPMs. While you will note that both of these PPMs contatin similar formats, the contect of each is vastly different.

The stock offering PPM was used by a startup company raising money to launch a new web based software product. The membership unit PPM was used by a LP to raise funds to roll out a new franchising model for a proprietary technology they had developed in the real estate / banking industry. Both offer great examples of successful PPMs.

VISA / MC / AMEX / DISCOVER

$189.99

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Sample PPM using stock as the investment vehicle includes:

  • Private Placement Memorandum (company name omitted) that raised $4.4 million from individuals and institutions using membership units.

  • Limited Liability Partnership Agreement

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Sample PPM using membership units as the investment vehicle includes :

  • Engagement Letter. Typically sent by the investment bank to the entrepreneur.  It contains much of the same stuff as in the term sheet, basically even a higher-level overview of the proposed terms.  Many times before a term sheet is kicked out by the investment bank, an engagement letter will be sent as a show of commitment and as initial introduction to the general terms that the investment banker is considering.

  • Investment Bank Term Sheet.  Commentary on the term sheet, the terms, and how to get an i-bank to consider taking you on as a client

  • Due Diligence Checklist that the i-banker will give to the management team during the preparation of the PPM.

  • Private Placement Memorandum (company name omitted) that raised $15 million from individuals and institutions

  • Subscription Agreement that accompanies the Private Placement and commentary on the definition of an accredited investor.
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These documents are designed for business owners who have a basic understanding of private placements.  It is presented only as a sample document for educational and reference purposes. In any private placement, it is important to retain legal counsel, and this document should in no way be used to substitute for such counsel.

DELIVERY:  Downloadable ZIP file (containing MS Word files)  

VISA / MC / AMEX / DISCOVER

$189.99

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NON-DISCLOSURE AGREEMENTS

Two different confidentiality agreements / non-disclosure agreements are offered, sold as a package.

1) External Contacts: This agreement is the one to use with contractors, vendors, consultants, potential employees, licensees and anyone else that will have access to your business. You can even have full-time employees sign this non-disclosure agreement, in addition to the employment contract.
2) Mutual Contacts: This is a "mutual" non-disclosure agreement, which stipulates that both parties (both you, and your contact) will not disclose proprietary information. This is used when talking to an "equal," like a potential partner, investor or even a competitor.

  • protect your trade secrets, financial results and intellectual property from being revealed.

$29.99

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