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Are there any CFOs willing to share a Private Placement Memorandum Template?

Henry Dietz's Profile

private placement memorandum templateI have a client looking to raise some capital and need a private placement memorandum template.

Answers

dick nealy
Title: Trusted Advisor
Company: Family Office services
(Trusted Advisor, Family Office services) |

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!

Lynne Taylor
Title: Principal
Company: Cloud Accounting Services for Enterprise..
(Principal, Cloud Accounting Services for Enterprises (CASE)) |

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).

Topic Expert
Keith Perry
Title: Consulting CFO and Business Operations A..
Company: Growth Accelerator
(Consulting CFO and Business Operations Advisor, Growth Accelerator) |

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.

Mathew Bahrenburg
Title: General Counsel
Company: cfd Investments, inc.
(General Counsel, cfd Investments, inc.) |

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.

Topic Expert
Jim Quinlan
Title: CFO, Managing Director
Company: Trinity Group, BlueGold, Genergy, Wellco..
LinkedIn Profile
(CFO, Managing Director, Trinity Group, BlueGold, Genergy, Wellcount) |

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.

Topic Expert
Jim Quinlan
Title: CFO, Managing Director
Company: Trinity Group, BlueGold, Genergy, Wellco..
LinkedIn Profile
(CFO, Managing Director, Trinity Group, BlueGold, Genergy, Wellcount) |

Your email did not work.

Derrick Dukes
Title: Construction & Development
Company: Dukes Construction Company
(Construction & Development, Dukes Construction Company) |

Greetings Mr. Quinlan, would it be possible for you to share the PPM template with me as well?

MY CORP
Title: Research
Company: MY WEALTHY CORP
(Research, MY WEALTHY CORP) |

please send fill-in PPM

Karen Adams
Title: Owner
Company: KJA Associates, LLC
(Owner, KJA Associates, LLC) |

Mr. Quinlan, I would appreciate a copy as well.

Agustin Tristan
Title: Partner
Company: Duxa Capital
(Partner, Duxa Capital) |

Hi Jim - i would also appreciate a copy. Thank you for.sharing! Im looking.to start a venture capital fund in Mexico.

Agustin

carol shikanga
Title: Director
Company: GAME-IN LTD
(Director, GAME-IN LTD) |

Hi, Please can you send me one too.

Regards Carol

Karen Adams
Title: Owner
Company: KJA Associates, LLC
(Owner, KJA Associates, LLC) |

Mr. Quinlan, I would appreciate a copy as well.

Murugesan R
Title: Chief Executive Officer
Company: ARAM Realty
(Chief Executive Officer, ARAM Realty) |

Mr Jim Quinlan, Could you send me a copy? Thanks

Mntungwa Morojele
Title: Director
Company: Quickvest 428 (Pty) Ltd
(Director, Quickvest 428 (Pty) Ltd) |

Good evening Mr. Jim Quinlan, could you send me a copy too? Thanks very much

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