PPM Template for LLC Equity/Debt Comb – Rule 506(b)

Original price was: $209.00.Current price is: $159.00.

Regulation D Rule 506(b) PPM Template

Offer your investors a choice! Buy our combo pack and get 2 PPM’s at great savings!


Form D Filing Service – Order NOW and Save!


PPM Template for LLC Equity/Debt Comb – Rule 506(b)

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***Special Offer with the purchase of one of our templates, add our Form D filing service for just $89***

Compliant with Dodd-Frank Wall Street Reform and Consumer Protection Act

(2 Microsoft Word Documents – Fully Editable)

Our Rule 506 Equity/Debt combo package for Limited Liability Companies provides both our standard Rule 506 Debt template and the Rule 506 Equity template allowing you to offer your investors a choice of purchasing equity shares or debt through a promissory note.

Rule 506 allows investment of any amount of capital. (see our section on Reg D Basics)

Each section includes a guide (in red) to complete the PPM, as well as, an automatic table of contents filler.
Please note you receive two PPM templates, one for Debt and one for Equity.

– 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 (Promissory Note)
– Investor Suitability Questionnaire
– SEC Form D (PDF Format)
– SEC Form ID (PDF Format)
– ERISA Language
– Patriot Act Disclosure
– LLC Operating Agreement (21 pages)


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.

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.

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).

Except for Florida each State requires a “Blue Sky” filing. All states now use the NASAA Electronic Filing Depository (EFD) system except for Arizona. Arizona has its on online filing system where you can upload your Form D and pay the state filing fee. We also provide a State Blue Sky filing service, to learn more click on the Reg D Filing link in the menu.