Private Placement, Investor Offering Memorandum / Prospectus Writing Services
There are five basic reasons why you want our team to help prepare and write your private placement investor offering memorandum. The primary reason is we’re experts in this area; our staff has been writing investor offering documents on behalf of private placement issuers for nearly 20 years, and in virtually all of the world’s global business hubs. Indeed, we have written several thousand investor offering memorandums and related private placement offering documents for Issuers domiciled in in more than 50 jurisdictions and dozens of countries worldwide.
If you company is considering raising capital for a private placement offering or via a public listing, an offering memorandum or a offering prospectus is compulsory when solicting accredited investors. Complying with securities rules and regulations as well as investor standards is the first step when approaching accredited or qualified investors for a capital infusion. OfferingMemorandum.com is operated by Prospectus.com, the leading consulting firm in prospectus and private placement memorandum writing. Watch a video our team, or visit Prospectus.com.
Why an Offering Memorandum?
A prerequisite for any company seeking to raise capital and grow their business will include the writing of the two most essential documents of their company: a business plan and an investor offering memorandum, also referred to as a private placement memorandum. To attract accredited investors, venture capital and private equity firms, angels, and many other investor types, compelling documents are a must. The offering memorandum will outline the type of security the issuer is offering in return for receiving capital. While the business plan will be detail the plan of action of the company, the offering memo, or “OM”, will detail the terms of the offering, or the deal itself. The OM will highlight the key offering points to investors in the document (hence the term ‘offering memorandum’).
Where We Operate
Our staff of consultants and securities attorneys are located in some of the world’s busiest cities for business development. While we have offices and teams in numerous cities – including New York, Seattle, London, Hong Kong, Dubai and others – we can assist issuers and companies in any location globally. If for any reason we need to be onsite for a project, such as for feasibility study preparation, our staff is well prepared to to meet your needs.
What is a Offering Memorandum?
An offering memorandum is a disclosure document used to raise capital. A company issuing or selling securities such as stock or bonds would need to hand an investors a disclosure document in order to comply with securities rules. The offering memorandum itself contains many features such as the terms of the offering, risk factors, management biographies, capitalization tables, tax implications for the investment and much more. The OM is also a large contract of sorts as the final piece of the document is the subscription agreement. The subscription agreement is the agreement between the subscriber and the issuer. Once signed by the investor, he/she is now a subscriber and will be given the securities illustrated in the offering memorandum. It is not uncommon for an OM to be lengthy, sometimes hundreds of pages long, but often anywhere from 20 to 100 hundred pages.
Offering Memorandum Characteristics
An offering memorandum (OM) is first and foremost a disclosure document. When a company seeks to raise capital it is required to clearly detail to investors what is being offered in return for funding. The OM is such a document. The memorandum will detail the type of securities being offered, such as shares or bonds (equity or debt), the pay-out times, risk factors, and other important features.
The offering memorandum is an opportunity to give investors a solid overview of a company’s current positioning vis-a-vis its products and market potential. While the offering memorandum is also similar to a large agreement, there are many other factors within an OM that distinguishes it from a basic contract. There are rules when selling securities within one’s state, province, or country, including to foreign investors. The OM must address the regulations being utilized while approaching investors.
An offering memorandum has one objective in mind: to raise capital in an efficient and legal way while protecting the issuers from investor grievances if the capital is lost at some point in the future. An offering memorandum
- Convey your positioning, company risks and opportunities in a professional document
- Highlight your product and service positioning
- Profile your management team, their experience and network
- Disclose rules and regulations the company will abide by
- Explain how investors will recoup initial investors, i.e. exit strategy
Raising Capital? Let Our Team Assist You on Your Journey: Our team at OfferingMemorandum.com can offer a full in-house package of document and consulting services, inclining with writing business plans, feasibility studies, offering documents of all types, and in nearly every jurisdictions globally.
Our company is known for being one of the most efficient consulting firms in the industry, with the most affordable pricing, with the fastest turnaround rates for completing projects. We have staff on the ground in some of the world’s most popular business hubs, assisting on a daily basis with the following services:
- Public and Private Company Support
- Prospectus writing and drafting
- Preliminary and Final Prospectus writing
- Offering Circulars and SEC filing
- Private Placement Memorandum and Registration
- Business Plan Writing
- Feasibility Study Reports
- Listing and Initial Public Offering Services (IPO)
- Information Memorandum Writing and Registration
- Explanatory Memorandum and Registration
- Registration and Filing Services (S-1 Statements etc.)
- Equity and Debt (144A/Reg S)
- Mergers & Acquisitions
- Venture Capital and Private Equity Networking
- Crowdfunding, Reg A+ and Reg D
- Company and Fund Formation Setup
- Shareholder and Operating Agreement Writing
- Securities Law and General Business Legal Advisory