Description

PPM Template for Corporation Equity Offering – Rule 506(b)

This template is compliant with Regulation D Rule 506(b) and is compliant with Dodd-Frank Wall Street Reform and Consumer Protection Act.

Create investor‑ready Private Placement Memorandums faster, smarter, and with complete confidence. Our PPM Template combines proven legal structure with modern AI‑assisted drafting tools to help you produce professional, compliant documents in a fraction of the time, using your preferred AI tool.

(Microsoft Word Document – Fully Editable – 55+ Pages)

DESCRIPTION:
———————————————————
Our Regulation D Equity Template is designed for use by Corporations selling stock shares or other equities as security for investment in exchange for partial ownership.
Each section includes a guide (in red) to complete the PPM, as well as, an automatic table of contents filler.

PPM CONTENTS:
———————————————————-
– Cover page
– Table of contents
– Investment summary
– Return on investment terms
– All 50 State Blue Sky Legends are included as well as the District of Columbia
(To add Foreign Legends you must add them to your cart separately)
– Regulation D disclaimers
– Offering summary
– Business Plan section
– Investment structure
– Management/director/officer backgrounds
– Use of Proceeds
– Terms & Conditions
– Investment requirements
– Risk Factors
– Competitive analysis
– Dilution and ownership detail
– Plan of placement
– Subscription Agreement
– Investor Suitability Questionnaire
– SEC Form D (PDF Format)
– ERISA Language
– Patriot Act Disclosure
– AI Drafting User Guide

***55+ Pages***

PRODUCT & DELIVERY
——————————————————–
Product is not a software program. This is a software file delivered in Microsoft Word Format (fully editable). It is available via download (email receipt or online account) immediately following your purchase. The software file is packaged in a .zip file.

STATE & FOREIGN LEGENDS
——————————————————–
To comply with Regulation D our PPM Templates include all 51 state (includes District of Columbia) NASAA Jurisdictional Legends. If you plan to include investors for outside the United States you need to add a General Foreign Legend, which is available for purchase in the State and Foreign Jurisdictional Legends category section of the store.

FORM D
——————————————————–
We provide one blank Form D with your template package, however we also provide a custom service whereby our in-house staff will file your Form D for you (choose “Filing Form D” from the menu above).

BLUE SKY FILINGS
——————————————————–
Except for Florida each State requires a “Blue Sky” filing. All states now use the NASAA Electronic Filing Depository (EFD) system. We also provide a State Blue Sky filing service, to learn more click on the Reg D Filing link in the menu.
———————————————————-