PPM Private Placement Memorandum Phase 2 Business Plan PPM Template Welcome to Plan for

Post on: 21 Июль, 2015 No Comment

PPM Private Placement Memorandum Phase 2 Business Plan PPM Template Welcome to Plan for

Are you looking for Capital to start your business?  Do you have a great idea you would like to share with the world?  No Longer wait around for your business to build itself!  Let Plan for Capital provide you with the 2 main tools you will need, to help you raise an unlimited amount of capital, to start the growth of your business today!

Learn how to acquire unlimited funding for your idea or business with Plan for Capitals world-class proven system, and let us show you through proper documents the correct method of approaching potential angel investors, to help you secure the capital you need as soon as possible.

Introducing Plan for Capital’s – “Fund Starter Program

Click the Play Button on the Video Below and watch our quick presentation introducing the two most important tools you will need, to help you and your business partners secure the money needed to start and grow your business immediately.

What are the 2 main tools you will need to get the funding your ultimately desire?

√  The first thing you will need is a properly outlined or put together PPM or Private Placement Memorandum.

√  The Second thing you will need is a detailed Phase 2 Business Plan, to help you sell your PPM.

Your PPM & Phase 2 Business Plan work together, to assure you and your partners the best opportunity to lock down the funds you need to move forward with your vision.

Take advantage of Plan for Capital’s Fund Starter Program and start working on your plan for capital today!

A Private Placement Memorandum or PPM is a legal document, which outlines the terms of your investment deal including the securities that you are offering. Private placement, also known as “non-public offering” is a funding round of securities, which are sold without an preliminary public offering, typically to a small number of preferred private investors.  In the United States, these placements are subject to the Securities Act of 1933. The securities proposed do not have to be registered with the Securities and Exchange Commission if the issuance of the securities conforms to an exemption from registrations. Due to this exemption, PPM’s allow you to more easily access funding for your business from millions of qualified investors, aka private investors, venture capital firms, individuals and other lending institutions.   Most private placements are offered under the rules known as Regulation D. Private placements may typically consist of stocks, shares of common stock, member units, preferred stock or other forms of membership interests, warrants or promissory notes, including convertible promissory notes, bonds, and purchasers are often institutional investors such as banks, insurance companies or pension funds.

Your Phase 2 Business Plan is essential, as its job is to simply sell your PPM.  Your PPM and Phase 2 Business Plan work together, giving you the best chance to secure the Capital you ultimately desire.

Putting together your PPM and Phase 2 Business Plan Correctly is the key to securing the Private Investors and Venture Capitalists, who are looking to give you the capital you need to help empower your big ideas!

Creating a PPM and Phase 2 Business Plan from scratch can be a long, complicated and/or expensive process!

With Plan for Capital’s “Fund Starter Program” which includes your digital PPM and Phase 2 Business Plan Outline, you can quickly and easily customize our proven, pre-written PPM and Phase 2 Business Plan Outline, to reflect your own business, ideas or vision, allowing you to focus your energies, time and money on what you are meant to do.

Plan for Capital provides you with our proven pre-written PPM and Phase 2 Business Plan Template Outline. In fact, we provide you with the same Private Placement Memorandum and Phase Two Business Plan Outline our team used to secure over 6 Million in funding for one of our personal passion projects within only 30 days.

What will you receive with Plan for Capital’s Fund Starter Program?

After purchasing Plan for Capital’s Fund Starter Program. you have access to the best Private Placement Memorandum Template Outline on the market today, which took PFC over 9 years to develop, as well as the other key component necessary to help you sell your PPM to investors, which is our Detailed Phase 2 Business Plan Outline.

After your Fund Starter Program is purchased, you will immediately download your Funds Starter Package, which is our verified Private Placement Memorandum and Phase Two Business Plan in a universal, easy to use Microsoft Word format. Then, all that’s left is filling in the necessary information and tailoring your PPM and Business Plan to your perfection!

We at Plan for Capital strive to give you as much of an education as possible, when it comes to helping you fully understand the importance, as well as the necessary components, which make up your PPM.  Below, you will learn more about each part of your PPM, section by section.

What Plan for Capital’s Private Placement Memorandum and Phase 2 Business Plan Template Outline includes:

PPM by Sections:

Section 1 – Cover Page – General Information:  This first section is the cover page and general information such as the name of your corporation, type of stock being sold; I.e. stocks, bonds or membership units.

Section 2 – Legal Regulations:   This part of your PPM is one of the most important legal sections in the entire document. This section alone will help protect you when you start your fund raising. This section will also go through the full law, including state-by-state and national regulations. This is one of the most important parts of the PPM as far as protecting your company!

Section 3 – Summary – Offering:   This section of your PPM is the summary of your offering. This section also talks about how many shares are outstanding, price per unit and any information on the offering itself. This is where you show a full and complete breakdown of what the company is offering your potential investors.

Section 4 – Structure – Risks:   In this section of your PPM, you show your structure, as well as all your risk factors.

You will have all of your disclosures of all risks to the investors. This is the second most important part of your PPM. A full disclosure of the risks will help protect your company and that’s what a PPM is all about a document to help protect investors and exactly what they are investing in, the risks and a disclosure stating they are indeed a credited investor. Both the company and the investor have documents to back up each other’s agreements.

Section 5 – Executive Summary:   In this section of the structure of a PPM is your executive summary. The executive summary should be the exact same as the executive summary found in your business plan.

Section 6 – Business Plan:  In this section of a PPM’s structure you will have your business plan, which is a phase two business plan. Which we include your Phase 2 Business Plan template outline in our “Fund Starter Program” package.

PPM Private Placement Memorandum Phase 2 Business Plan PPM Template Welcome to Plan for

Section 7 – Structure of Proceeds:   In this section of your PPM’s structure, is your use of proceeds. How much money you’re raising, provided with a full break down on what you’re using the funds for.

* You may want to add short-term goals with in this section to show progress *

Section 8 – Management Compensation:  In this part of the PPM’s structure, is your management compensation plan, along with the names of people on your team, the job titles and the salary your going to pay yourself during the first year.

Section 9 Holdings:   In this part of the PPM’s Structure are the principles interest’s holdings. Who owns what percentage of the stock and at what price? This also shows your complete breakdown of key shareholders.

Section 10 – Capitalization Structure:   In this section of your PPM’s structure, you show the capitalization structure. This is a complete breakdown of how many shares are to be offered and who is holding the shares and at what prices are the shares.

Section 11 – Subscription Agreement:   This part of your PPM’s structure is your subscription agreement. The subscription agreement is the document agreement for your investors to sign. This document will give a full discloser on what the investor will be getting for investing in your company. This document will also offer a disclosure on how many shares they get for what price your shares are selling for.

Section 12 – Investor’s Statement:   In this final part of a PPM’s structure, you will have your certificate of the accredited investors statement, stating this investor is a credited investor.  On this document are a few options of the definition, so they can check which definition fits the reason they are accredited.

More Helpful Information on Pursuing Capital Investors

The very first stage that most companies take when pursuing private capital, is the creation of a business plan. While business plans are a vital facet of raising capital, they are not designed to be venture documents that facilitate the transaction of securities.

If the investors are getting equity proprietorship in exchange for their investment then they will be purchasing shares of stock, preferred stock or member units in your company, if you are formed as a limited liability company or LLC. If you are raising debt funding from stockholders, then they will receive a debt instrument (typically a note or bond) from your business in trade for the capital provided. These equity and debt tools cannot be sold using a business plan. It needs to properly develop securities offering to affect those sales.

These offerings are frequently called “private placement offerings” as the securities are being sold in a isolated transaction between the company and the shareholders. There are rules that apply to these sales even if the company is a privately held entity. The vast majority of private placements are sold using the Securities and Exchange Commission’s Regulation D Program. The Regulation D program was specifically developed by the SEC for use by private business to allow them to participate in securities sales to investors. When selling under the Regulation D package you are ensuring that the securities sold are being sold in compliance with State and Federal rules.

Plan for Capital’s Disclaimer

As your private placement memorandum must comply with all United States federal and state regulations, and your Phase 2 Business Plan helps you to sell your PPM, we suggest after completing your PPM and Phase Two Business Plan you have an attorney review them both, before you use them to solicit investors for capital.

To make this whole process of soliciting investors much more effective, Plan for Capital provides you with the best Private Placement Memorandum and Phase 2 Business Plan Template Outline, which is designed to help you quickly and effectively complete the draft of your Private Placement Memorandum and Phase 2 Business Plan. It is always recommended, as we suggest that you have a qualified business-planning attorney review your final drafts, to ensure compliance and to make sure that you and your team are protected sufficiently.


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