I need to draft a PPM and I am searching for PPM samples, preferably in the software industry. The "
Private Placement Memorandum
Answers
Finding PPMs may be a challenge because of confidentiality. Do you have a funding source or a law firm that might supply one or two redacted examples?
The risk section is a challenge, but here is one suggestion. Interview the
You can probably get a long way towards the risks by reviewing public company's 10-K's in your industry and then tweaking for your specific situation.
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Thank you David. This is an excellent suggestion. An SEC Registration Statement on Form SB-1 for instance would probably be helpful too. I don't know if Edgar can still be accessed for free but I will try... Michel
Michel - thanks for the feedback. Good luck creating your PPM.
Most of the "Risk Factors" to include are ones common to all businesses -- market, regulation, personnel (to name a few). You can get that 90% from any PPM. Many PPMs are available on line -- read and plagiarize, so to speak.
If your particular business has a risk, then its explanation should be added. Think through your business cycle for product delivery and customer procurement (including payment) and you will have enough to scare an investor so much that s/he cannot complain if anything goes wrong.
Best blessings in successful fund-raising!
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Risk Management