Placement Memoradums

When the success of your business is on the line, you need more than just a template. You need a professionally written Placement Memorandum tailored to your company’s needs.

Templates are tempting because they are quick and cheap, but they are also a one-size-fits-all solution that could cost you investments. When raising capital, you only have one shot with investors, and you can’t afford to present insufficient information. Our experienced team will prepare a quality PPM customized to suit your company and its needs at affordable prices.

Why get a PPM? A PPM discloses details about the investment opportunity, legal liabilities, and risks of investing, as required by state and federal regulations. It gives detailed insight into the share structuring, SEC disclosures (U.S.), use of proceeds, and much more. A PPM is the ultimate package to provide investors with all the information they need to invest in your company.

Rule 504 – Old rule, for raising up to $1M. Not recognized by some states.
Rule 505 – Old rule, for raising up to $5M. Not recognized by some states.
Rule 506(b) – The Old Rule, that still applies! Recognized by ALL states.
Rule 506(c) – The NEW General Solicitation Rule! Recognized by ALL states.

If you are looking to raise capital from EU investors, you may choose to go for a EU-style placement memorandum. The difference between a placement memorandum and a business plan is that placement memorandums offer a full disclosure of the business and the risks of investing. It is in many regards a way of protecting your company from unwarranted legal action. However, if your company is going public and is listing itself on the stock exchange, you will be required to create a "Placement Memorandum".

Private Placement Memorandum Write-Up for US investors
• Complete PPM as Reg. D that follows a federal program via the Securities Act of 1933.
• Complete formatting and graphical charts.
• Detailed pages including legal liabilities, investor risk, and investment opportunity.
• SEC disclosures.
• A subscription agreement for investors.
Estimated time: 30 days
Estimated cost: $12,500 - $19,000

Placement Memorandum Write-up for EU Investors
If you are listing your company on a European stock exchange, or need a more detailed business plan that follows regulations, our team will get you the documents to suit your needs.

• Complete business plan following PM guidelines.
• Complete formatting and graphical charts.
• Detailed pages including legal liabilities, investor risk, and investment opportunity.
• Risk analysis
• A subscription agreement for investors.
Estimated time: 30 days
Estimated cost: $19,000 - $30,000

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Business Plans
Bank, Angel, Private Investor, Venture Capital, or Institutional


To write a solid business plan requires experience from the real business life and hard work. Only a tailor made business plan that fit your company's profile can raise money. A computer program cannot generate a useful business plan. Our experts will create the best business plan for your company.

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Time: 7-21 days