With a TransCapital Pro Real Estate FundPrivate Placement template you get a complete Offering Memorandum that will present your fund properly to your prospective investors.
Each template includes:
Investor notification
Executive summary
An extensive Investment Strategy section
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.
The Bonus
The Bonus with your Option B purchase includes your Fund’s Purchase Agreement
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. NOTE: NOT a Limited Partnership Agreement.
Real Estate Fund PPM Template
Option A
Option B
Template in Word®
Numbered PPM
Line-by-Line Instructions
Bonuses
Partnership Subscription Agreement (valued at $97)
Special Price
$273
$288
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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.
What Customers Are Saying About TransCapital Pro...
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"I am glad we did not spend thousands of dollars. We had a great business plan written so we were able to cut and paste the information right into the PPM and term sheet. The article regarding term sheet was a big help with focusing our efforts.
- Richard Burnett, Thousand Oaks, CA
"Our group was able to use the basic framework to build a PPM efficiently and in a relatively short period of time - it did the job we needed. Using your PPM template was both time and cost effective; it proved to be a good roadmap for the relatively extensive information which needed to be compiled."
- Scott Barksdale, Leawood, KS
"This was my first time working through the process of creating a Private Placement Memorandum. As a result, I had many questions. The line-by-line instructions were extremely beneficial. The instructions made it easier to modify the template to fit my business situation."
- Jimmy Jaimes, Dallas, TX
"Seeing [that] I had a firm grip of what I needed to accomplish, the PPM flowed well into what I had envisioned. It was a good fit for what I needed."
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"I would definitely recommend [the Equity Pricing Model] because it was a cost effective way to get the results I needed and it was one of the only products like it I could find. Additionally, being able to pick up the phone and speak to Nick was great. Any questions I had were immediately answered."
- Brian Kelly, New York, NY
"I will significantly reduce the amount of money I have to spend on attorney fees by presenting them with a well-structured and well-written PPM."
- Jimmy Jaimes, Dallas, TX
Without a doubt, the greatest benefit was your willingness to be available on short notice and to respond to questions that arose. Your personal service was tremendous!"
- Scott Barksdale, Leawood, KS
"I found that the template was professionally done."
- Jimmy Jaimes, Dallas, TX
"Other benefits would include, but not limited to, all inclusiveness of the forms. I didn’t have to wonder if I was missing something, or maybe there was a form that I needed because of a special or unique situation. The package was complete and useful from day one."
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"I would recommend this product to other people…"
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Tony Harmon - Modesto, CA
See What Some Of Our Customers Have To Say:
Testimonials