Sample Private Placement Memorandum for Fast Growing Business

Table of Contents

            1. Important Notes
            2. Summary of the Offering
                  2.1. The Enterprise
                  2.2. Securities Being Offered
                  2.3 Summary of Financial Statements
            3. Suitability Standards
            4. Risk Factors
                  4.1. Risk Related to the Business
                  4.2. Risk Related to the Offering
            5. Capitalization of the Company
            6. Sources of Funds and Use of Proceeds from the Offering
            7. Dilution
            8. Plan of Distribution of Securities
            9. The Business of the Company
                  9.1. The Company
                  9.2. Our Products & Services Offering
                        9.2.1. Solutions for Private Residences
                        9.2.2. Solutions for Small Businesses
                        9.2.3. Solutions for Securities Services Providers
                  9.3. Marketing & Sales Strategy
                  9.4. Industry & Market Trends
                        9.4.1. Market Outlook for US Security Systems and Services Industry
                  9.5. Competition
                        9.5.1. Our Competitors at a Glance
                        9.5.2. Our Competitive Edge
                  9.6. Employees
                  9.7. Corporate Headquarters
                  9.8. Legal Proceedings
                  9.9. Proprietary Issues
                  9.10. Legal and Regulatory Issues
            10. Management and Compensation
                  10.1. Directors, Executive Officers, and Key Employees
                  10.2. Director Liability and Indemnification
                  10.3. Executive Compensation
                  10.4. Change of Control Agreements
                  10.5. Benefit Plans
            11. Certain Transactions
            12. Principal Shareholders
            13. Description of Capital Stock
            14. Dividend Policy
            15. Restriction on Transfer
            16. Tax Considerations
                  16.1. Accounting Methods
                  16.2. Federal, State, and Local Taxes
                  16.3. Accountants
            17. Documents Available for Inspection
            18. Additional Information
            19. How to Subscribe
            20. Exhibits
                  20.1. Financial Statements
                        20.1.1. Projected Profit & Loss Statements
                        20.1.2. Projected Cash Flow Statement
                        20.1.3. Pro Forma Balance Sheet
                        20.1.4. Important Assumptions
                  20.2. Form of Subscription Agreement
                  20.3. Prospective Purchaser Questionnaire
                  20.4. Prospective Purchaser Questionnaire (Entities)
                  20.5. Glossary of Terms
 

Below is the complete history of this publication along with updates and summaries of important legal or procedural changes that affect the latest edition of this document. 
 

12/05/2008	Initial Release of Document
09/28/2010	Document update pursuant to new SEC Compliance and Disclosure Interpretation (CDI) for Accredited Investor definition

 

 

 

by LogistixLink -PPM
April 29, 2009

Rafael Soto
After doing some research as far as fees were concerned for the development of a "Private Placement Memorandum", I quickly discovered that there was no better deal then the one Fast Ventures offered. I was able to purchase a sample PPM (which I liked) but eventually, I ended up using Fast Ventures consulting services to complete the PPM. Overall, I was satisfied with how quickly they were able to turnaround this document while providing excellent service and outstanding quality.