This sample private placement memorandum 506(c) Regulation D preferred offering with 2 classes of common shares is an actual offering document used to raise $3 million in exchange for Class ‘A’ preferred common shares at $30,000 per unit.
Simply change the names, insert your business plan (includes this companies plan for ideas) and have your legal counsel review the document – this will save you thousands $$. This document also includes the Investor Questionnaire and Subscription Agreement.
506(c) Highlights:
- Regulation Rule 506(c)
- Can be used in all U.S. States
- General Advertising & Solicitation – (ie. Crowd Funding)
- Accredited Investors only with financial statement
- Raise any amount of capital
- Form D Filing prior to receiving first investment
- Used by LLCs, LPs, S Corps, C Corps, Hedge Funds, Real Estate Funds, Private Equity
Included:
- By-laws (Word-19 pages)
- PPM template (Word-45 pages)
- Investor questionnaire (Word)
- Subscription Agreement (Word)
- US state legends (51 states)
- Accredited Investor Representation Letter
- Write a business plan template
- Basic financial projections (excel)
- PPM distribution list (excel)
- Use of proceeds & ownership (excel)
- AML/Patriot Act Certification Letter (Word/Pdf)
- Sample SEC Form D
- Sample Form U-2 Securities Registration Form
