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PPM Template for LP Equity Offering – Rule 504

$129.00 $95.00

Regulation D Rule 504 PPM Template

Raise up to $5 million. Rule 504 is often used by small startup companies,

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Description

PPM Template for LP Equity Offering – Rule 504

– 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

(Microsoft Word Document – Fully Editable – 55+ Pages)
DESCRIPTION:
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Our Rule 504 Template is designed for use by Limited Partnerships selling membership units or other equities as security for investment in exchange for partial ownership.

Rule 504 allows investment of up to $5 million every 12 months. (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.
PPM CONTENTS:
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– 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)
– State Blue Sky Forms (PDF Format)
– ERISA Language
– Patriot Act Disclosure

***55+ PAGES***

PRODUCT & DELIVERY
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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
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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.
FORM D
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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
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Each State requires a “Blue Sky” filing which calls for Issuers (entrepreneurs offering a PPM) to file their Form D with their State along with another form, typically a U-1 or U-2. We include these forms in your template package, however we don’t provide customizing for these forms. These forms should be filed within 15 days after receiving investment capital from an investor in any particular State.

Note: please check availability of Rule 504 exemption within the individual state where you plan to conduct your offering. Some states do not recognize Rule 504 so you may have to use an alternative exemption in that state.

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