Private Placement Memorandum

FREE SAMPLE PRIVATE PLACEMENT MEMORANDUM (PPM)

A Private Placement Memorandum (PPM) is a complex document that plays a critical role in presenting potential risks to investors while also protecting the entrepreneur if the investment fails. It is essential that the PPM is accurate and comprehensive.

To ensure compliance with national and state regulations, an attorney must review your offering. The sample PPM provided below can serve as a starting point for individuals or groups looking to create their PPM and save some money. However, it is crucial to note that an attorney must review the PPM to avoid issues when approaching an initial public offering.

This detailed, 70+ page PPM includes a sample engagement letter, investment bank term sheet, due diligence checklist, sample private placement memorandum, and the subscription agreement. It provides everything your company needs to issue stock in compliance with the Securities and Exchange Commission, including a summary of the offering, financial data, industry overview, and management information.

Click here to download the sample PPM for free.