| If you are reading this article then you are probably | | | | for you. All you need to do is download the template |
| aware opinions vary as to the effectiveness of | | | | and then follow instructions to easily customize for |
| Private Placement Memorandum templates. Some | | | | your business. |
| "experts" will lead you to believe you are much | | | | High quality templates are the product of real |
| better off spending upwards of $18,000 to have a | | | | experience raising real capital, while providing full |
| securities attorney prepare your entire Memorandum. | | | | protection under the Regulation D exemptions. |
| Our experience tells a very different story. | | | | Templates do not seek to displace the legal |
| Private Placements are an approved form of | | | | profession - attorneys provide valuable services. On |
| documentation for raising capital under Regulation D. | | | | the contrary, in order to ensure your Private |
| The Regulation D programs were designed to provide | | | | Placement complies with federal and state regulations |
| an exemption to sell securities in a private capital | | | | businesses you should seek a legal review of their |
| raise without registering the securities. The process | | | | completed PPM before soliciting investors. |
| of securities registration is complex, time consuming | | | | However, by first completing the draft PPM yourself, |
| and expensive. Without the Regulation D exemption, | | | | and then seeking a qualified attorney review, you can |
| many businesses would not have a viable option for | | | | dramatically reduce your costs. Our clients report |
| raising capital. | | | | saving $17,000 or more compared to having the |
| The PPM document makes it much easier and less | | | | attorney complete the entire PPM. |
| expensive for private companies to access funding | | | | Using our proven templates, you can customize your |
| and raise capital. However, creating a Memorandum | | | | own Private Placement for a fraction of the time and |
| from scratch is near impossible. PPMs are long, | | | | cost because the hard work has been done for you. |
| complex legal documents and you simply cannot | | | | High-quality templates will improve your chances to |
| know what needs to be included if you haven't done | | | | win funding. |
| it before. | | | | Bottom line, do not spend thousands up-front before |
| This is why templates are useful, the complex | | | | you ever raise a dime. |
| framework has already been organized and written | | | | |