Free sample private placement memorandum
A starting point for your own offering document — not a substitute for legal advice.
A PPM sets out the risks of an offering to prospective investors, and protects the entrepreneur if the investment does not work out. This sample shows you what a complete one looks like.
Have an attorney review your offering.
A private placement memorandum is a complex document, and securities offerings are governed by federal and state regulation. This sample is a starting point that can save you time and cost — but an attorney must review your PPM before you offer securities to anyone. Nothing on this page is legal advice.
Six documents, 70+ pages
The full set of paperwork a private offering typically requires.
The sample PPM
The memorandum itself — a summary of the offering, financial data, an industry overview, and management information.
Sample engagement letter
The letter setting out the terms of your engagement with an investment bank or advisor.
Investment bank term sheet
A sample term sheet outlining the headline terms of the proposed offering.
Due diligence checklist
The documentation and disclosures investors will expect you to have prepared.
Subscription agreement
The agreement by which investors formally subscribe to your offering.
Structured for SEC requirements
Organised around what the Securities and Exchange Commission expects to see — your attorney confirms compliance for your specific offering.
Get the sample PPM
Useful whether you are preparing an offering or just want to understand what a private placement involves before you commit to one.
Still drafting the plan itself? Start with the free business plan template.
VCPro Database 2026
$119.95
One-time purchase. Free annual update in January 2027.
An offering needs investors to offer it to. The database holds 7,670+ VC and PE profiles with executive contacts, filters, and export, working offline on Windows and macOS.
Offering ready? Now find your investors
Once your attorney has signed off, use the VCPro Database or the Investor Directory to identify the firms that invest at your stage, in your sector, in your region.