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PPM TEMPLATES
From Stallion Assets, Inc.
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"Mike has come up with a plan that helps startup companies quickly compile the paperwork needed to complete tasks to begin searching for funding. The Private Placement Memorandum plan I purchased was professional, easy to use and very helpful in breezing through this sometimes complicated, lengthy process of building a new memorandum.”
Top qualities: Great Results, Expert, Good Value
Thank you Mike!,
Geoffrey Hocker
General Partner
Tallgrass Commodities, LP
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"I have appreciated the professional, friendly and detailed services we have had with your company. InCredia was something that started out fairly new to me and my company. Your service allowed me to focus on my business expertise as a consumer advocate credit counselor, while at the same time, you provided me with a very professional PPM document and a set of instructions that I recommend to my colleague's. I look forward to your business growth and look to work with you in the near future. The documents you created are a huge success for my company."
Top qualities: Expert, Good Value, High Integrity
Thank You and Best Regards,
Wendell White
President/CEO
First Stone Atlanta, The Credit Masters, Inc.
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“Mike and his firm allowed us to create a thorough and detail-oriented Private Placement Memorandum at a fraction of the cost of what law firm's typically charge. I would definitely recommend his service to any entrepreneur looking to raise capital privately. ”
Top qualities: Great Results, Good Value, On Time
Thanks Mike!
Justin Wilson
Real Estate Developer
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PPM Templates in Microsoft Word® Format.
Instant Download!
Financial Reform Act Compliant |
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PRIVATE PLACEMENT TEMPLATES!
Originally developed in 2001, our 2010 PPM Templates are cover to cover memorandums (55+ pages). Simply fill in your information and you're ready to start collecting capital from private investors.
Our legal grade templates contain page-by-page guides. Fill in each area highlighted in yellow and it's done. We include all the essential elements to make your investment memo legal and binding. We include: current state legends, legal disclaimers, capitalization tables, dilution configuration, automated table of contents, investor questionnaire, subscription agreement, promissory note (for debt offerings), Unit agreement (for LLC's), exhibits and more. They're downloaded in MS Word format immediately following your purchase. All filing documents are also included in the downloaded package (Form D).
This product is not software, it is a Microsoft Word document . Our templates are designed for use in all 50 states and Puerto Rico.
What is included in the PPM Template?
Each template contains a page-by-page guide and all the vital information needed to complete and file your offering. Each download includes a Form D and all other Blue Sky filing forms. Your template is available via download immediately following your purchase, which in most cases is immediate. If needed your template can also be delivered via email.
How do I receive my template?
After your purchase you receive an email receipt with a link to download your template. You simply click the link, or visit your store account login to download your template. Your template will be included in a .zip file which also includes various useful documents. Your template is available immediately following your purchase.
How do I choose the right template?
To figure out which template you need, simply determine how much capital you need, and how you would like to pay back investors. If you plan to take the capital as a loan you will need to choose a debt offering. If you plan to take investors capital as a profit sharing venture you will need to choose an equity offering. We recommend rule 506 for just about everything.
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Sample list of items needed to develop your PPM: |
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Current Business Plan |
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Intellectual Property (patents, trademarks, copyrights) |
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Management Bios |
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Financial Statement (Even if it's $0) |
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Current Stock/Member Ownership Records |
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