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PPM Templates Starting at $209
Immediate download after purchase!
"Our PPM Templates have been approved by the SEC for public and private companies."
Our PPM templates are cover to cover memorandums (40+ pages). They contain current state legends and disclaimers, capitalization tables, dilution tables, automated table of contents, investor questionnaire, subscription agreement, promissory note (for debt offerings), Unit agreement (for LLC's), exhibits and more. They are downloaded in MS word format immediately following your purchase. This is not software, it is an actual MS Word document. The templates are designed for use in all 50 states.
Note: Our Templates are not software, you own the rights to use the document as many times as you need to, provided you don't use our trademarks in the document.
 What is included in the PPM Template?
Each template contains all the vital information needed to complete and file your offering. Each download includes a Form D and all other Blue Sky filing forms. Your template is available in your control panel immediately following verification and approval of your purchase. Your template is also delivered via email. View a sample PPM 
 How do I receive my template?
After your purchase you will receive an email receipt with a link to download your template. You simply click the link, or visit your account admin section to download your template. Your template will be included in a .zip file which also includes 1-SEC Form D. Your template is available immediately following verification and approval of your purchase.
Note: This is not a software program, it is a complete MS Word Document. Each license key allows 5 downloads within 30 days.
 How do I choose the right template?
To figure out which template you need, simply determine how you would like to pay back investors. If you plan to take the capital as a loan you will need to choose a debt offering. If you plan to take investors capital as a profit sharing venture you will need to choose an equity offering.
If you plan to raise less than $1 million you will need to choose a Rule 504 template, over $1 million choose 506.
Example: If you are a LLC raising $2.5 Million and plan to pay the investment money back through stock/unit dividends (or profit sharing) you would choose "LLC Equity Round - Rule 506"
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Sample list of items needed to develop your PPM: |
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Current Business Plan (Need help with this?) |
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Intellectual Property (patents, trademarks, copyrights) |
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Management Bios |
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Financial Statement (Even if it's $0) |
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Current Stock/Member Ownership Records |
 Need help preparing a Business Plan? We can help!
If you're unsure which template you need, please click "Live Chat" and we'll help you choose the right one, or contact us.
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“I have appreciated the professional, friendly and detailed services we have had with your company. Reg D was something that started out fairly new to me and my company. Your service allowed me to focus on my business expertise as a consumer advocate credit counselor, while at the same time, you provided me with a very professional PPM document and a set of instructions that I recommend to my colleague's. I look forward to your business growth and look to work with you in the near future. The documents you created was a huge success for my company."
May 15, 2008
Top qualities: Expert, Good Value, High Integrity
Thank You and Best Regards,
Wendell White
President/CEO
First Stone Atlanta, The Credit Masters, Inc.
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Corporation Equity Round - Rule 506 
