Each Of Our Reg. D PPM Sets Includes All Of The Documents You Need For Your Capital Raise …
- A feature-rich PPM template featuring SEC approved content that you can easily edit for your capital raise;
- The Investor Questionnaire;
- A Third Party Verification Letter;
- The Subscription Agreement;
- A Form D (which we’ll file for you for free);
- Jurisdictional Legends for all 50 states;
- Patriot Act Disclosure Documents; the complete set of 3 documents;
- The ERISA Disclosure Document;
- NASAA Form U-2;
- SEC Form U-2A.
You’ll also receive in each set …
- A Data Source File that automatically populates your PPM saving you time in preparing your PPM;
- A Capitalization (“Cap”) Table;
- A one page “Pitch Sheet”;
- SEC Form U-1.
Business model of the company’s PPM:
C-corporation issuing Convertible Preferred Stock with Warrants;
Minimum capital raise $1 million, maximum capital raise $5 million;
With pricing as low as $59.95, we offer PPM sets for …
- Corporations issuing equity or debt securities;
- LLC’s issuing equity or debt securities; and,
- A variety of Funds (R.E.I.T’s, Real Estate, Hedge and Private Equity) issuing equity securities.
An Important Note For Entrepreneurs Of Or Are Considering A Publicly Traded Company
Are you aware of a proposed SEC rule change to 17 CFR 240.15c2-11, likely to become operative in early 2020, which may render your company’s stock virtually worthless unless it provides current information to broker-dealers and the public? If you’re not aware of this proposed SEC rule change, drop us a note and we’ll send you the relevant portions of the proposed rule.