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

Description

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

– view sample –

Note: the SEC is considering a requirement to file a Form D in advance of a Rule 506(b) offering

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.

(2 Microsoft Word Documents – Fully Editable)
DESCRIPTION:
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Our Rule 506 Equity/Debt combo package for Limited Partnership 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.
PPM CONTENTS:
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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)
– ERISA Language
– Patriot Act Disclosure
– AI Drafting User Guide

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 in the State and Foreign Jurisdictional Legends category section of the store.
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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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.

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