I have a client looking to raise some capital and need a private placement memorandum template.
Are there any CFOs willing to share a Private Placement Memorandum Template?
Answers
Henry, I would not share a draft because it is the work product that a professional attorney did. I would not ask someone to share their attorney's estate planning templates either. Ask around for a good attorney - be specific in what you want to manage the fees. Good luck!
Good answer Richard. Private Placement Memorandums are governed by the SEC and "Reg D" - they can be done by template but it's not advisable to ignore the advice of attorneys. Try growthink though as a first resource. (Note: I have never used growthink myself but have checked the site out in the past and it would be one of my first go-to places when time to look for VC or private equity capital).
Henry,
Ditto on the above, and in addition:
-I would be *very* hesitant to do a PPM without an attorney. Many, including Cooley, (and Joseph above) have practices focused on this where you can get reasonable fees. Additionally, depending on the scope/types of investors involved, corporate counsel may be a requirement. Of the ones I've touched that went the "friends and family" route, a good attorney has been critical at times even though it wasn't required by the investors...so do consider developing that relationship. You don't want to get any first-hand "war stories" if things go south.
-What you need may depend on the channel; eg if you fit the mold of a Kickstarter or similar crowdfunding project, it is best to start with their process.
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I noticed the discussion below, and I am interested as well. If you have any current editable ppm templates, I'd be interested, that is if you are willing to share.
I will send some to you, ones we've had written or composed in house and some we received as investors and closed the deals.
Wish you well.
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Your email did not work.
Greetings Mr. Quinlan, would it be possible for you to share the PPM template with me as well?
please send fill-in PPM
Mr. Quinlan, I would appreciate a copy as well.
Hi Jim - i would also appreciate a copy. Thank you for.sharing! Im looking.to start a venture capital fund in Mexico.
Agustin
Hi, Please can you send me one too.
Regards Carol
Mr. Quinlan, I would appreciate a copy as well.
Mr Jim Quinlan, Could you send me a copy? Thanks
Good evening Mr. Jim Quinlan, could you send me a copy too? Thanks very much
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