Package Includes:
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Our Private Equity Fund PPM is a Regulation D, Rule 506(b) PPM template package for a Private Equity Fund, issuing Limited Partnership interests. It’s structured as a Limited Partnership. 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 (24 pages)
- Jurisdictional Legends (all 50 states)
- Subscription Package
- Limited Partnership Agreement (19 pages)
- Investor Suitability Questionnaire (10 pages)
- Subscription Agreement (6 pages)
- ERISA Disclosure (2 pages)
- Patriot Act Disclosure (1 page)
- Patriot Act Agreement (1 page)
- Form D (11 pages)
- Limited Partner Register
TEMPLATE OVERVIEW
- Private Equity Fund PPM Package for Rule 506(b);
- Limited Partnership;
- Selling LP Units of Interest;
- Limited Partnership Agreement;
- Subscription Package;
- Raise Unlimited Capital;
- Escrow Information; and
- More.
CONTENTS
- Summary of The Offering
- Table of Contents
- Forward Looking Information
- Summary Of Terms
- The Fund
- Financial Summary Of Operations
- Investment Objective And Strategies
- Fund 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
- Summary Of The Operating Agreement
- 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.
- Fully Editable (70+ Pages).
- Immediate Download.
- Downloaded from our secure servers.
- All contents in 1 .zip file.
