Preferred Equity
Private Placement Template
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Want to keep more of the proceeds you
end up raising?
When you spend $20,000
to have a consultant or attorney write your equity PPM, that's $20,000 less in proceeds that you
have to work with. Who needs that? A more efficient use of your resources is to have your
attorney or consultant review and comment on your PPM after you write it
- but before you go to market.
Want to minimize your busted deal
expenses if your deal doesn't close?
Sometimes, deals don't get done (surprise). The problem is that you as the deal sponsor end up
with a pile of bills - "busted deal expenses". If you have a third party write your PPM, they get
paid whether your deal closes or not.
Minimize your upfront costs without sacrificing quality with a TransCapital Pro PPM
Template.
Get Your PPM Equity Template
and
Keep More of Your
Proceeds.
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Ready
To Order?
Get Your Equity PPM Template
Download Available Immediately
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TransCapital Pro is the only company that stands behind
its PPM Templates with an Unconditional 30-Day Money-Back
Guarantee.
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Save $19,727
by using a TransCapital Pro Equity PPM Template to write your Reg D Private Placement
Memorandum. |
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Don't Let Securities Fraud
Haunt Your Transaction - give yourself some cover from
securities fraud claims by establishing a
written record of what is communicated to your prospective investors. |
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Present Your
Transaction to prospective investors with a professionally
written private placement memorandum. Cover all the bases to comply with Reg
D. |
With a
TransCapital Pro Equity PPM Template you get a complete PPM document that'll keep
you from guessing what comes next.
Each template
includes:
- Reg D disclaimer
- NASAA Legends
- Summary of Offering/Term Sheet
- Risk Factors
- Transaction Summary
- Cap Table
- Forward Looking Statement Disclaimer
. . . and much more. Don't reinvent the wheel, and don't spend tens of thousands of
dollars to have someone else write your private placement
memorandum.
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Click on the thumbnail below to
see snapshots of some of the documents you will receive:
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PPM Cover Sheet
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PPM Summary of Terms
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PPM
Business and Structure
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PPM Line-by-Line
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See what’s included
with your purchase:
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Professionally Prepared
Private Placement Memorandum Template
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Our Exclusive
Line-be-Line Instructions,
Including a Line Numbered PPM
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Cover Page
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Reg D
Disclaimer
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Table of
Contents
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NASAA Legends | Notice
to Investors
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Summary of Offering |
Term Sheet
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Risk
Factors
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Conflicts of Interest
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Transaction Summary
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Business Description
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§ Products &
Services
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§ Strategy
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§ Customers, Sales and
Marketing
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§ Operations
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§ Industry and
Competition
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Management
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Board of Directors
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Sources & Use of
Funds Section
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Capitalization
Table
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Historical Financials
D&A | Presentation
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Projected Financials
D&A | Presentation
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Forward Looking
Statement Disclaimers
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Tax
Matters
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Description of Capital
Stock
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Ownership and
Dilution
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Warrants Section
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Subscription Discussion
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Exhibit Section
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SEC
Form D
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30-Day Money Back
Guarantee!
The only company to stand behind its PPM Templates with an Unconditional Money-Back
Guarantee.
If for any reason you are not satisfied with
your TransCapital
Pro Template, we will gladly refund your
money - No Questions Asked.
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The Bonuses
The Bonuses with your Option B purchase will arm you with the documents you need to move your
transaction forward. Here's what you receive:
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Bonus #1 - Indication of Interest Template worth
$17
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Indication of Interest, or IOI, is used when first
presented with an acquisition opportunity. Typically required by the seller's broker or investment
banker, it is used as a screening process to get to serious buyers. It is a unilateral agreement
that presents an initial indication of purchase price and deal structure.
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Bonus #2 - Letter of Intent Template worth $27
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Also know as the LOI, it is the next step in proceeding
to completing an acquisition. The LOI is used to define the terms of your offer with the benefit of
having completed some preliminary due diligence. It will have more meat than the Indication of
Interest since the IOI will typically be provided without the benefit of management presentation or
plant/facility tours. while not binding as a whole, there are certain provisions that you, as the
acquirer will want to make binding.
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Bonus #3 - Form of Transaction Summary worth $17
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The Transaction Summary is a quick way to gather your
preliminary thoughts about a transaction and communicate them with your lenders, partners or
prospective investors. If the Indication of Interest expresses your initial interest in a
transaction with the seller, the Transaction Summary does the same thing with capital partners.
Easy to read and format, the Transaction Summary gets right to the points of the transaction from
20,000 feet.
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Bonus #4 - Form of Executive Summary worth $37
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The Executive Summary is a great document to use when you
need to communicate your transaction with your banker or your institutional investor. Coming to the
table with a well-prepared Executive Summary sets the stage for your funding request. Each section
of this Executive Summary template prompts you with issues to address - it couldn't be any
easier.
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Bonus #5 - Preferred Stock Purchase Agreement worth $97
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The Preferred Stock Purchase Agreement is the contract
that evidences your investor's investment in your transaction. The Purchase Agreement has all of
the usual and customary reps and warranties of the security purchaser including status as an
accredited investor, sufficiency of time to review the PPM with an advisor, acknowledgement of
risks of the investment, etc. |
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Preferred Equity PPM Template
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Option
A
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Option
B
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| Template in
Word® |
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| Numbered PPM |
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| Line-by-Line Instructions |
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Bonuses
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Indication of Interest
Template
(valued at $17) |
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Letter of Intent Template
(valued at $27)
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Transaction Summary Template
(valued at $17) |
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Executive Summary Template
(valued at $37) |
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Preferred Stock Purchase Agreement
(valued at $97)
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Special Price
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$273
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$297
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Buy With Confidence With
PayPal
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Pay with your credit card
(PayPal account not required) |
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When you click on the "Buy Now" button a
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Any Questions?
If you have any questions that have not been adequately answered,
please email me directly and let me know how I can
help. I'd also be interested in any feedback.
All the best,
Nick
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