A PPM is the Private Placement Memorandum, also known as: Private Offering Memo, Confidential Offering Memorandum, Investment Memoranda and/or Private Placement Prospectus. It is the booklet that discloses the legal minimums an investor needs to know to make an informed decision about whether to take a risk on a particular investment. Just as important, the […]
Following up with private investors (new shareholders, or members) is key to continued success. It’s also a great way to keep them from calling once a week to check on company progress.
Your Investor Relations Strategy After The Offering Read More »
Regulation D State Filings Within 15 days after receiving your first investment capital you will need to file a Reg D (“Form D”) notice with the SEC and the State of residence of the investor(s) who invested. Some states require pre-filing before approaching investors. This is typically a copy of your Form D, along with
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Preparing a Regulation D securities sale involves seven steps to raising capital: 1. A Great Business Idea. 2. A Great Business Plan: A full copy of the business plan should be included in the PPM (see below) as an Exhibit. See sample business plans. 3. Investment Layout & Disclosure Documents: Most entrepreneurs are not experts at raising capital,
Seven Steps To Raising Capital Read More »
As you start lining up meetings to get the funding your startup needs, you’re no doubt stressing about the day of the pitch. Bill Gurley from Benchmark says “Venture capital is not even a home-run business. It’s a grand-slam business.” So, is your pitch a grand-slam, and is your pitch deck setting you up for success? We
The Best Pitch Deck Template Read More »