PPM Review

$1,495.00

Need a comprehensive review of your PPM? We’ll review your entire PPM with a particular focus upon the following sections:

  • Your company and management team;
  • Description of your project;
  • Risk Factors;
  • Market overview;
  • Financing Terms;
  • Market Overview;
  • Your product / service;
  • Distribution Plan; and,
  • Financial Plan.

Description

Description

The Private Placement Memorandum (“PPM”) is an important document that your investors should thoroughly read in order to gain a complete understanding of your project including your strategies, the risks and all other aspects of the project. A thorough and detailed PPM is essential: a PPM that is short or not sufficiently detailed may indicate that the issuer is inexperienced or does not want to reveal certain aspects of the deal. Here is where our PPM Review can help.

We’ll review your entire PPM with a particular focus upon the following sections:

  • Description of your project;
  • Your Company;
  • Your Management Team;
  • Market Overview;
  • Risk Factors;
  • Your Product/Service;
  • Distribution Plan;
  • The Securities offered;
  • Financing Terms; and,
  • Financial Plan.

 

We’ll make notes and share our conclusions with you. If you feel you also want a legal opinion, we’ll introduce you to our team’s security attorney who will discuss and address your specific questions.

Contact us and let’s discuss our PPM Review Service.