Equity Private Placement Memorandum

You Want To Raise Equity Capital For Your Transaction
But Don’t Want to Spend $20,000.

…and that’s on the relatively low end.

I’ve heard from customers that they’ve been quoted $40,000 to have a private placement memorandum drafted.

The other issue people forget is that the cost to write the PPM is paid up-front – before dime-one is circled. And if you’re deal doesn’t close, you’re out $40,000 – the dreaded busted deal expenses.

Which Private Placement Is Right For You?

If you’re seeking to raise equity capital for your transaction, one of our private placement memorandums will meet your needs.

…and it won’t cost you the usual $20,000 to $40,000.

Choose which private placement template is right for you based on:

  1. The legal structure your business is formed under: C-Corp or LLC; and
  2. The type of transaction: one PPM is written in the context of raising equity for an acquisition, which can include a management buyout; the other is written for either a start-up or for an existing business that is seeking growth capital.

And it doesn’t matter what type of business you have – a restaurant, manufacturer, tech company, whatever. Our private placement memorandums can accommodate any type of business.

Structured as a Preferred Offering

All of our Equity Private Placements are written as an issuance of Preferred Stock (or Preferred Units in the case of an LLC) with warrants.

If you don’t know what Preferred is, it’s a hybrid security that has a “preference” to the common equity (or membership units of an LLC). “Preference” just means that the preferred investors gets their money back first. “Warrants” are similar to options – they just provide the preferred investor a right to purchase the common equity/membership units at a certain price by a certain date; it’s the way the preferred investor participates in the increase value of the business.

If you have more questions, please feel free to call me – I’m happy to walk you through it.

What Comes With Your Equity Private Placement

Your private placement comes with all of the required legends and discussion points. I’ve tried to make is as easy as possible for you to write your own private placement by changing the font of all the parts that require editing to RED.

Don’t worry if you don’t know what to write. I’ve peppered each business discussion section with questions to prompt you with what to right (see the Free Sample Private Placement Memorandum Page (opens in new window), or download from the links below).

And if you’re unfamiliar with corporate finance terms and concepts, I’ve also written a guide to help you navigate through your private placement. Each PPM you purchase comes with:

  1. Your private placement template with each line numbered
  2. Our exclusive Line-by-Line Instructions that explains the terms and/or concepts that might be unfamiliar to you.

To see a complete list of the features and benefits of our private placement memorandums, visit the Private Placement Features Page (opens in new window).

Equity Private Placement Samples

Download The Preferred Shares Private Placement Memorandum Sample Here

Download The LLC Preferred Units Private Placement Memorandum Sample Here

Download The Private Placement Memorandum Line-by-Line Instructions Here

Ready to Order?

If you’re ready to order, go to our Products Page
to make your selection.

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Your PPM Is Available Immediately Via Download

If you have any questions, please feel free to contact me.