PPM Tempate- $95
PPM -- Private Placement Memorandum Template $195 now $95 until 5/31/12
w/ Subscription AgreementThe Template service INCLUDES at no additional charge 26 page PPM Template 9 page Subscription Agreement Investor Questionnaire **Free access to all ( 4 ) Raising Capital Audio Seminars ( $199 Value )**
Offer only valid with our $295 Preparation Pkg.
Seminar 1: Raising Venture Capital Seminar 2” Federal Securities Laws Seminar 3: Creating Investor Documents Seminar 4: *Profiling and Finding Investors*
15 Page Business Plan Outline Includes Contact Info for All States Securities Regulators Our PPM is Legend for use in all 50 States for No Additional Cost Valid for use with C Corporation / S Corporation or LLC - Limited Liability Corporation Appropriate for any industry type Includes free Copy of Form D and filing info Includes free Confidentiality Agreement Includes free Non-Disclosure Form Includes pre-filled out PPM samples for examples Complies with SEC Rules 504 / 505 / 506 Includes easy to understand instructions FAQ's section Free Support Instant download Available in MS Word (doc) or Adobe (pdf) format
**Corporate or LLC Debt / Convertible Debt ** We do NOT offer a “DEBT” PPM - Private Placement Memorandum. Why: It is almost impossible for most existing small businesses and start-ups to successfully raise capital through a debt offering. The legend warning that is required on the DEBT PPM is so severe and so onerous that when potential investors read it they will not agree to invest. Know that once an investor says no, it is too late to convince them to change their minds by offering a different investment structure, such as equity. Example of the warning legend is “ The company has no past history or track record that can demonstrate any ability or likelihood to pay any promised interest payments or repay the principal loan amount. Investor should be prepared to lose their entire investment”. Anyone who leaves the warnings out of their PPM risk serious legal exposure including personal liability for any money lost. We will not offer a product that is a waste of your time and money. If you wish to insist on pursuing a debt format we recommend you use one of our competitors who will gladly take your money. 26 page PPM Template The information you must add to the document is red in color. Once you have added your Business Plan and completed the information needed; you will be positioned to properly accept investor money. The investor retains the PPM document for their records. 9 page Subscription Agreement Template The information you must add to the document is red in color. Once you have completed the information needed which we have marked using a red font; you will be capable of receiving investor capital. The investor fills out the self explanatory portion of the document, signs the document and returns it with a check to you. Legend for use in all 50 States Our PPM Template is legend for use in all 50 States. That means it includes the specific legend language required by each individual state. For Example, here is the legend for Arkansas. NOTICE TO ARKANSAS RESIDENTS ONLY: THESE SECURITIES ARE OFFERED IN RELIANCE UPON CLAIMS OF EXEMPTION UNDER THE ARKANSAS SECURITIES ACT AND SECTION 4(2) OF THE SECURITIES ACT OF 1933. A REGISTRATION STATEMENT RELATING TO THESE SECURITIES HAS NOT BEEN FILED WITH THE ARKANSAS SECURITIES DEPARTMENT OR WITH THE SECURITIES AND EXCHANGE COMMISSION. NEITHER THE DEPARTMENT NOR THE COMMISSION HAS PASSED UPON THE VALUE OF THESE SECURITIES, MADE ANY RECOMMENDATIONS AS TO THEIR PURCHASE, APPROVED OR DISAPPROVED THIS OFFERING OR PASSED UPON THE ADEQUACY OR ACCURACY OF THIS MEMORANDUM. ANY REPRESENTATION TO THE CONTRARY IS UNLAWFUL. In our experience, we know that most everyone who purchases a PPM Template does not know in advance from what States their investors will reside. We think that it is deceptive and misleading to offer a document that inherently is incomplete unless the client pays an extra upcharge for the additional legends. If you are considering other Templates check and make sure there are no additional add on charges for “upgrading” their PPM legends. Complies with SEC Reg D - Rules 504 / 505 / 506 The only item in a Private Placement Memorandum that differentiates it for Reg D Rule 504, 505 and 506 is the amount of money you are seeking to raise. If you initially believe that you will be raising more than >$1,000,000 and later decide to change to less than <$1,000,000 there is no changes to the PPM required except to change the amount. If you read the 3 rules you will see that it is about the amount you are raising and the regulatory requirements you must conform. Our PPM can be used for any Rule 504, 505 or 506 offering. Valid for use with C Corporation / S Corporation or LLC-Limited Liability Corporation There is wording in a Private Placement that differentiates Corporations from (LLC) - Limited Liability Companies. However, there is no specific wording requirement for whether it is a C or S Corporation. Those are IRS tax designations. It is appropriate for you to mention this information and include it in the business plan section since it in-directly reflects on your ability to payout funds to your shareholders. There is a difference between a Corporation PPM and LLC PPM. We actually provide you both in your purchase. All too often we hear our clients say that on reviewing information on our website (audio seminars) it causes them to change the corporate structure. Since we provide you both PPM's, you have that flexibility to change your mind at the last minute. Appropriate for any industry type Real Estate Fund, Movie PPM, Oil and Gas PPM, Gold Speculation PPM, Bio Diesel PPM, Solar Power PPM, Internet PPM, Wind Power PPM, Medical, etc, etc, etc.. Within all PPM’s there are 2 areas that will deal with your specific industry. The 1st is within the template which provides for a one line description of the business. Example: "The business of this company is to buy, rehab and sell foreclosed properties". The 2nd area is within the Business Plan section that you add to the template during your preparation of the document. Your business plan will identify the industry and very likely include specific detailed descriptions about the industry. Raising Capital - ( 4 ) Audio Seminars **Best Value** (OnlyAvailable in the $295 Pkg in which we prepare your documents) If you hired me to assist you in Raising Capital I would spend a great deal of time explaining what I do and how I do it. In order to make this information available to those who project don't meet my contingency fee requirements and who cannot afford my fees; I have created a series of 4 seminars. Each seminar provides you with a very high level, sophisticated explanation...More Info Click Here on Best Value.. 15 Page Business Plan Outline The most critical part of the PPM is meeting the Federal requirement to provide the investors with “all material” information. The addition of your Business Plan as part of the PPM is a critical step in fulfilling this very important requirement. Typically, you will simply copy and paste your business plan into the section we have clearly designated. Assuming, you already have your business plan completed the outline can and should be used to review your document and confirm that you have included all the necessary informational categories required. This will give you a final opportunity to review the overall content and ascertain that you have included all the information that prospective investors will want to see. In the alternative, if you don't have a completed business plan you can use this outline to prepare you plan. Copy and Filing information SEC Form D We provide a copy of SEC Form D for your information. You will be required to submit and file a Form D within 15 days of receiving the 1st investment check. Note: the Form D must be filed within 15 days of accepting that 1st check. We recommend that you fill out the Form D by hand and log onto the SEC website http://www.sec.gov/info/smallbus/secg/formdguide.htm You will find the needed information to complete and submit a Form D online. Non-Disclosure Form We provide a non-disclosure form for those of you that have very sensitive information that you are concerned about disclosing to anyone. Confidentiality Agreement We provide a confidentiality agreement for those of you that have very sensitive information. You can decide which form is most appropriate for any particular situation. Investor Questionnaire We have included the Investor questionnaire within the Subscription Agreement. We think it is less intrusive to ask the investor to fill out 1 form instead of multiple forms since they must return the Subscription Agreement to you anyway. Includes a prefilled out PPM sample as an example We include in the download a pre-filled sample PPM and Subscription Agreement with specific examples to help you clarify exactly what information is needed. If you still have a question simply go to our contact button on our website and submit it to us. We usually respond same day with an answer. Easy to understand instructions The instructions are easy to understand but then I remember an easy to assemble baby crib that took me 3 hours to put together. If you are unsure of what is needed. Go to the Contact Us button on our website and let us know what you are unsure about. We usually respond to any questions same day. Contact Info All States Securities Regulators We provide a contact list for all states securities regulators. Once you have raised money within a specific state the best course is to contact the specific state and ask them what document they will need, if any, for you to file. In many states there is a minimum number of investors that must be reached before a filing is required. Many states will ask you to send them a copy of your Form D. Its best to contact them to ascertain each states requirement. Remember, this is not an approval process but a notification process. You are not asking them for permission to take the investors money; you are advising them that you took investor money. Available in MS Word (doc) or Adobe (pdf) format We provide most documents in both Microsoft Word (doc) and Adobe (pdf) format. If you do not have the Adobe (pdf) software you can download a free version directly from Adobe at http://www.adobe.com/downloads/ Informational Note:When saving your newly created PPM and Subscription Agreement; chose to save it as a Word 97-2003 document. Remember any document saved with a docx extension is not backward compatible so investors who are using old versions of MS Word will not be able to open the documents.FAQ's section FAQ's We have a Frequently Asked Questions section of the website. Lots of good, helpful information and its free. http://www.shicap.com/faqs-and-answers.html Free Support It is our job to provide you with a product you can understand and use. If for any reason you need help understanding it we will provide you that assistance without cost or charge to you. Available for Instant Download Once your payment is processed you will immediately receive an email with a link to the download page which will have everything listed in here. Attorney review If you decide to have an attorney review your PPM remember Federal Law – Reg D requires that you provide full disclosure and all material information. 99% of this information you will be adding with the inclusion of your business plan to the PPM template. So the information included in your business plan should be your primary focus. This is a principal reason we include the business plan outline. Make sure you use the 15 page Business Plan Outline we provide you to review and compare the information you have in your plan versus. what we have outlined and should be in your plan. Have a Question? Call us 786-206-5309 or go to our contact page and send us your question. We will typically responds same day.
General Information:
Related Information: No Fee Charged if No Capital Raised My fee, which generally is in the form of an ownership interest, ranges between 5% - 10% depending on the level of difficulty. I will not charge you to review your project. Please send your Business Plan or Private Placement Memorandum to me. Click Here for more information |
