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Sample
Private Placement Memorandum (PPM) For Sale.
A
private placement memorandum is used to raise growth and
expansion capital for all sorts of entrepreneurial endeavors. There are
several ways in which companies approach the creation of a private placement
memorandum.
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Attorneys. Many firms
simply retain an attorney to prepare the PPM. Once
complete, the management team is responsible for soliciting and pitching
potential new investors. The only fees incurred are those of the attorney
and the time of the management team. Attorneys will charge from
$5000 to $20000 for a full private placement. An attorney may be a good route
for companies that already have a well established network of possible investors
to pitch the investment opportunity.
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Investment Banks. Other
firms hire an intermediary (investment bank) to help with the capital
raise. Hiring an intermediary can be tricky.. An entrepreneur will encounter all
sorts of institutions offering all sorts of different promises to raise money
for the start-up. The decisions and processes can be very confusing
and time-consuming. For many start-ups a wrong decision will KILL the
company. There are all sorts of negotiations involved when retaining an
investment bank, and there many different types of investment banks. As
the entrepreneur YOU must be at the top of your game or you will get the short
end of the stick!!
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PPM Specialists. There are some firms that are sort of a cross
between an attorney and an investment bank. Lodgix has partnered
with
First Capital Advisors, L.C. out of
Provo, Utah. The three partners at First Capital specialize in
preparing high quality Business Plans / Executive Summaries and Regulation
D Private Placement documents. They have streamlined the capital
raising process and have built a time saving method for growing companies
to raise capital from investors. If you have questions surrounding
the creation or marketing of a private placement, First Capital has agreed
to help answer your questions for free! Please send an e-mail
to Matthew Haney
(matt@raisingcapital.com) with your questions. Please be
succinct and ask specific questions!
The PPM offered
for sale below is a starting point for
all entrepreneurs and management teams considering the possibility of
raising capital via a Private Placement. The document was prepared
by a highly reputable legal firm in conjunction with the efforts of
management. This PPM successfully raised over $15 million from
individuals and institutions over the course of the raise.
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Included
in this download:
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Engagement
Letter. Typically sent by the investment bank to the entrepreneur.
It contains much of the same stuff as in the term sheet, basically
even a higher-level overview of the proposed terms.
Many times before a term sheet is kicked out by the investment bank,
an engagement letter will be sent as a show of commitment and as initial
introduction to the general terms that the investment banker is considering.
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Investment Bank Term
Sheet. Commentary on the term sheet, the terms, and how to get an i-bank to consider taking you on as a client
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Due Diligence Checklist that the i-banker will give to the management team during the preparation of the PPM.
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Private Placement Memorandum (company
name omitted) that raised $15 million from individuals and institutions
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Subscription Agreement that
accompanies the Private Placement and commentary on what is an "accredited
investor."
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These documents are designed for business owners who
have a basic understanding of private placements. It is
presented only as a sample document for educational and reference
purposes. In any private placement, it is important to retain legal
counsel, and this document should in no way be used to substitute
for such counsel. |
DELIVERY: Downloadable
Microsoft Word File
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VISA / MC / AMEX / DISCOVER |
$99.99 |
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