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Corporate Equity PPM – 504

Capital Raising Package
For Corporations (C or S)
Selling Stock Shares
Regulation D Rule 504
Raise Up To $10,000,000
Instant Download
Includes 12 Documents – See Description

$65.95

Package Includes:

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Our Corporate Equity PPM 504 is a Regulation D, PPM template package. It’s designed for a Corporation issuing stock shares. We have provided sample content and sample financial data in Microsoft Word format. Easily edit, add, or delete our sample content and use your own information.

IMPORTANT DOCUMENTS INCLUDED IN THIS PACKAGE

  • Executive Summary / Pitch Sheet (1 page)
  • PowerPoint Pitch Deck (16 pages)
  • Private Placement Memorandum (36 pages)
  • Jurisdictional Legends (all 50 states)
  • Subscription Package
    • Subscription Agreement (7 pages)
    • Investor Suitability Questionnaire (9 pages)
    • ERISA Disclosure (2 pages)
    • Patriot Act Disclosure (2 pages)
    • Patriot Act Agreement (1 page)
  • Form D (11 pages)
  • Stockholder Register
  • Stock Certificate

TEMPLATE OVERVIEW

  • Corporate Equity PPM for Rule 504;
  • Selling Stock Shares;
  • Separate Subscription Package;
  • Raise up to $10M;
  • Escrow Information; and
  • More.

CONTENTS

  • Summary of The Offering
  • Directory
  • Forward Looking Information
  • Summary Of Terms
  • The Company
  • Financial Summary Of Operations
  • Investment Objective And Strategies
  • Company Management
  • Beneficial Ownership
  • Description Of The Securities
  • Restrictions On Transfer And Legends
  • Terms Of The Offering
  • How To Subscribe For The Securities
  • Investor Suitability
  • Withdrawals
  • Federal income Taxation Considerations
  • State And Local Tax Considerations
  • Sources And Use Of Proceeds
  • Financial Statements
  • Risk Factors
  • Risk Controls
  • Dilution
  • Selling Security Holders
  • Miscellaneous
  • Brokerage and custody
  • Fiscal Years and Interim Periods
  • Legal and Accounting
  • List of Exhibits
  • Signatures

PRODUCT AND DELIVERY

The PPM and other documents are in Microsoft Word (.docx) and other MS Office apps, fully editable with no restrictions. The Form D is in PDF format.

  • Microsoft Word .docx format.
  • Immediate Download.
  • Downloaded from our secure servers.
  • All contents in 1 .zip file.

Current Updates

CEPPM504v12

Updated 08/2023

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