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


Regulation D Rule 506(b) PPM Template

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


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

– view sample –

***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 by clicking Blue Sky Compliance at the top of this page than clicking Add Legends.

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 and Maine. Arizona has its on online filing system where you can upload your Form D and pay the state filing fee. Maine is filed via mail or courier. We also provide a State Blue Sky filing service, to learn more click on the Reg D Filing link in the menu.