Private Equity Investment
Fund
Private Placement Template
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Writing a
Private Placement Memorandum for your Private Equity Fund doesn't have to be difficult or
expensive.
Use a TransCapital Pro
Investment Fund Private Placement Template and make your life easy. These templates come in Word so
they're easy to edit and modify to your particular deal.
The Term Sheet is
comprehensive and specific to Investment Funds - no guessing on your part. Additionally, these
template have full disclosure on tax, ERISA, UBTI issues.
Why spend $20,000
to have someone else write your Private equity PPM, that's $20,000 less
in commitments that you have to work with. Who needs that?
The smarter way is to
write it yourself and then have your attorney review and comment on it.
Minimize your upfront costs without sacrificing quality with a Private Equity
Fund Private Placement Template from TransCapital Pro.
Get A Private Equity Fund PPM Template
and
Keep More of Your
Proceeds.
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Ready
To Order?
Get Your Private Equity Fund 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 Thousands of
Dollars by using a TransCapital
Pro Private Equity Fund PPM Template to write
your Reg D Offering 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 Offering Memorandum. Cover all the bases to comply with Reg D. |
With a
TransCapital Pro Private Equity Fund PPM Template you get a
complete Offering Memorandum that'll keep you from guessing what comes
next.
Each template
includes:
- Investor notification
- Executive summary
- Risk Factors
- Terms and conditions specifically for investment funds
- Potential conflict of interest
- ERISA and tax discussion
. . . 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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Investor
Notification
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Executive Summary of Terms
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Investment
Strategy
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Investment
Process
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See what’s included
with your template:
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Professionally Prepared
Private Placement Memorandum Template Specifically For Private Equity
Funds
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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 |
Notice to Investors
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Table of
Contents
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Executive
Summary
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Summary of Offering |
Term Sheet
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Investment Strategy
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§ Elements of Strategy | Types of
Investments
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§ Deal Flow |
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§ Investment Process | Due
Diligence | Decision Making Process |
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Management
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Terms and Conditions
- Specifically For Investment Funds
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Investment Considerations
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Potential Conflicts of
Interest
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ERISA Regulations
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Tax Status and
Discussion
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Tax-Exempt Investors
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Tax Considerations for Foreign Investors
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Investment Company and Investment Advisors
Regulations
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Federal Securities
Regulation
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Private Placement Status
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Restrictions on
Transfer
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Additional Information Request
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Subscription Agreement (Option B
Bonus)
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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 include forms and templates to get your transactions moving
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 - Limited Partnership Purchase Agreement worth $97
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The Limited
Partnership Purchase Agreement is the contract that evidences your investor's investment in
your Investment Fund. The Purchase Agreement has all of the usual and customary reps and warranties
from the investor 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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Private
Equity Fund 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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Limited Partnership 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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Buy Through PayPal With Confidence!
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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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