Included In Your Private Placement Memorandum

The following is a list of what is included with your Private Placement Memorandum Template purchase from TransCapital Pro:

 

  • Professionally Prepared Private Placement Memorandum
  • Either our Exclusive Line-by-Line Instructions with a ‘Line Numbered’ PPM, or a ‘Notes’ template using Word’s Comments function
  • Cover Page
  • Reg-D Disclaimer
  • Table of Contents
  • Notice to Investors
  • NASAA Legends for all 50 states
  • Summary of Offering | Term Sheet
  • Risk Factors | Investment Considerations
  • Conflicts of Interest
  • ERISA Regulations (for Fund Templates)
  • Transaction Summary *
  • Business Description *
    • Products & Services
    • Strategy
    • Customers, Sales & Marketing
    • Operations
    • Industry and Competition
  • Management
  • Board of Directors *
  • Sources and Uses of Funds
  • Capitalization Table *
  • Historical Financials D&A | Presentation *
  • Projected Financials D&A | Presentation *
  • Forward Looking Statement Disclaimers *
  • Tax Matters
  • Tax Exempt Investors (for Fund Templates)
  • Tax Considerations for Foreign Investors (for Fund Templates)
  • Investment Company and Investment Advisors Regulations (for Fund Templates)
  • Description of Capital Stock *
  • Ownership and Dilution *
  • Warrant Section (not applicable for convertible transactions) *
  • Subscription Instructions and Discussion *
  • Exhibit Section *
  • Subscription Agreement

* Not applicable for Real Estate and Private Equity Funds.