Choosing the right PPM Template will help keep you on track while you’re designing your capital raise.
There are several steps you can take to choose the right template.
- Choose the type of legal entity, e.g., Corporation, LLC, LP, etc;
- Determine what kind of investment you plan to offer (equity, debt promissory notes, etc.);
- Choose a Reg D Rule you plan to use, e.g., Rule 504, 506(b) or 506(c);
- Visit our store and purchase your template;
- Go to ‘My Account’ and download your template;
- Unzip your .zip file;
- Click on your PPM file and start entering your information.
* If you’re unsure about this process you should consult with an attorney prior to purchasing.