Equity PPM for LLC’s ~ Rule 506(b)

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  • PPM - 506 LLCE_Page_01
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$69.99

Our LLC Equity PPM, is a Private Placement Memorandum Template for Limited Liability Companies. We have included a complete Subscription Package that can be delivered separately, or incorporated into the Exhibits list. This PPM is compliant with SEC, Regulation D, Rule 506(b). We have provided sample content and sample financial data in Microsoft Word format; easily edit, add, or delete the sample content and use your own data.

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Description

Our LLC Equity PPM, is a Private Placement Memorandum Template for Limited Liability Companies. We have included a complete Subscription Package that can be delivered separately, or incorporated into the Exhibits list. This PPM is compliant with SEC, Regulation D, Rule 506(b).

*Sample content is replaceable with your particular content.

TEMPLATE OVERVIEW

  • Private Placement Memorandum (.docx, 35 pages)
  • Limited Liability Company;
  • Selling Units of Equity;
  • Raising Unlimited Capital via Rule 506(b);
  • Complete Subscription Package;
  • Ancillary Documents (listed below).

CONTENTS

  • Offering Summary
  • Exemption Rule (506(b))
  • Table of Contents
  • Forward Looking Information
  • Summary of Terms
  • LLC Definition
  • Company Background
  • Financial Summary
  • Business Planning
  • Management Summary
  • Beneficial Ownership
  • Description of Securities
  • Terms of the Offering
  • Subscription Process
  • Investor Suitability
  • Use of Proceeds
  • Financial Statements
  • Risk Factors
  • Risk Controls
  • Transfer Agent & Registrar
  • Plan of Placement
  • Litigation Disclosure
  • List of Exhibits

SUBSCRIPTION PACKAGE INCLUDED

  • Operating Agreement (.docx, 22 pages)
  • Subscription Agreement (.docx, 12 pages)
  • Investor Suitability Questionnaire (.docx, 10 pages)
  • ERISA Disclosure (.docx, 2 pages)
  • Patriot Act Disclosure (.docx, 1 page)
  • Patriot Act Agreement (.docx, 1 page)

Additional Documents Included

  • Jurisdictional Legends (.docx, all 50 states)
  • Executive Summary / Pitch Sheet (.docx, 1 page)
  • Form D (.pdf, 11 pages)
  • Form U2 (.pdf, 4 pages)

PRODUCT AND DELIVERY

Upon payment all documents are immediately downloadable by logging into your account. All documents are combined in a .ZIP file. Simply download the file to your desktop and click on it. If you have an older system that has problems unpacking .ZIP files, simply contact us via LiveHelp, or our contact page, and we will send your files separately via email.

 

Immediate Download. Downloaded from our secure servers.

Microsoft Word (.docx) format. Fully Editable.

Updated 04/2019