Now Availible: JOBS Act Rule 506(c) Templates for Accredited Investors Learn More
Our Templates are cover to cover memorandums and include all 50 states NASAA legends plus the District of Columbia. After filling in your business information they are ready to deliver to investors. They contain all Regulation D disclosures, investment summary, investment terms, current state legends/disclaimers, capitalization tables, dilution tables, table of contents, investor suitability questionnaire, stock subscription agreement, promissory note (for debt offerings), operating agreement (for LLC's), exhibits and more. Choose a Template and view a page by page sample.
The Templates are downloaded in Microsoft Word format. Your Template is immediately available following your purchase. State and federal filing documents are also included in the downloaded package (Form D, Form U2 and Form 99).
What is included in the PPM Template? In addition to the items listed above each template package contains additional disclosures to help you complete and file your offering. Each download includes a Form D, Form ID and other Blue Sky filing forms. Your template is available via download immediately following approval of your purchase, which in most cases is immediate.
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 store account login 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. You can login to your account and download your template up to 10 times over a 30 day period. If needed your template can also be delivered via email.
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. Rule 506 is the most widely used Rule under Regulation D; however, if you plan to raise less than $1 million you can consider using Rule 504, or less than $5 million you can consider using Rule 505. If you plan to raise more than $5 million you must use Rule 506.
Save on our Form D Filing Service! You can save time and a lot of hassle by having us take care of your Form D filing with the SEC. Simply accept our SPECIAL OFFER during checkout and save! After your order is complete we will send a seperate email with information the Form D filing process. We have made it as simple as possible for you to complete this important part of Regulation D compliance.
"Special Offer for an Attorney Review now included with each template package!"
We are frequently asked by our customers if we can recommend a Securities Attorney to review their completed memorandum. PPM Fast has made an agreement with an experienced Securities Attorney to offer special pricing to our template customers. The details of this offer and contact information are included in your downloadable template package after you make your purchase.