Offering Memorandum Specialists

 OFFERING MEMORANDUM DOCUMENTS • FILING & REGISTRATION SERVICES

GLOBAL · EXPERIENCED · FAST TURNAROUND · SAME DAY QUOTES

Let us Assist with your offering memorandum, and filing and registration needs

Our team at PPM at assist companies worldwide with offering memorandum document writing services. One of our unique skills is that we draft, edit and write from scratch offering documents in over 50 of the world’s jurisdictions, including both offshore and onshore companies. We always pay strict attention to local regulations and the capital requirements of each company. Whether your structure is a hedge fund based in the Cayman Islands, or a Hong Kong OFC company, or a US corporation, or one of the many other popular jurisdictions to incorporate globally, our team has the skill and knowhow to draft your offering memorandum to attract investment capital.


Who Needs an Offering Memorandum?

There are two people, or two groups, that would require an offering memorandum (OM). The first is the entrepreneurs or company themselves. The OM can be a guiding document for the company seeking to raise capital. The memorandum assists in greatly organizing the company’s business plans, financial model and the terms they are offering investors for their capital. In addition to the company needing an offering memorandum, an investor will most likely require such a document as well. The OM serves as tool for the investor to make an educated decision whether to invest or not, and any serious funder will require an offering memorandum or an equivalent-type disclosure document, like a prospectus, when considering infusing capital into a company.


Where We Operate

Our team is part of a broad group of entrepreneurs and industry veterans that operate in the entrepreneurial sphere. We see ourselves first and foremost as entrepreneurs as we have successfully launched and managed numerous companies over the past 20 years. Our headquarters are in New York City, in the financial district, with satellite team members located in various financial and tech hubs throughout the world. We always strive to deliver top rated offering memorandum to our clients and we are proud of our achievements in the industry. We operate in nearly all major financial hubs throughout the world, writing offering memorandums and more.


Definition of an Offering Memorandum

An offering memorandum is a disclosure document that a company provides a potential investor for capital considerations. An offering memo is used throughout the world to raise capital in the private placement market for those selling securities that are not registered with regulatory bodies like the securities and exchange commission. Most often offering memorandums are solely utilized to raise capital from private investors, i.e. the OM is not used for a publicly traded security, but employed in the private capital markets.


cropped-favicon.jpgOffering Memorandum Characteristics                            An offering memorandum, also referred to as an “OM”, is used throughout the world to raise capital mainly from private investors. The OM can be several pages in length to several hundred pages, depending on the scope of the project, the amount of capital needed and a plethora of other factors. A well written offering memorandum will incorporate the company’s terms that are being presented to an investor, such as the amount of stock being issued, or the interest rate of a bond or note, for example. In addition, the OM will detail the management team, risk factors, tax consideration – which are important for onshore and offshore entities – and other needed business details so an investor can make an educated decision whether to invest or not in the company.

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The Private Placement Market and What is Needed?

The private placement market is the largest market in terms of liquidity of capital. While the amount of money raised in the public market may seem large – and it is – the private placement market is greater. A private placement offering is essentially when a company offers securities – usually in the form of stocks, shares, bonds, notes, warrants or other securities – to private investors. This is in contrast to an initial public offering where one offers such securities to the public. Typically to invest in a private placement an investor has to be accredited or have some net worth where investing will not be a burden if the investment is lost. In addition to a private individual, often funds and banks and other institutions will invest in private placements, however a select number of investors – a ceiling – of how many can invest is typically imposed on the company. When raising money in the private placement market – entrepreneurs use an offering memorandum and/or a private placement memorandum (PPM) or sometimes a prospectus to raise the capital – the entrepreneur must pay attention to the sale of unregistered securities and should outline the securities in the disclosure document presented to investors.

Offering Memorandum Objectives

A well crafted offering memorandum should convey the opportunity to an investor in a clear and concise fashion and accomplish the following objectives, at the very least:

  • Convey the company’s strategy, risks and the opportunity in a clear and detailed manner.
  • Give detailed information on the type of securities being offered, including the general and specific terms of the offering.
  • Showcase your team’s experience and the relevant leadership in your industry.
  • Elaborate on your company’s current and future business plan and marketing plan.
  • Emphasize your financial projections and budget, making a clear case for profitability.
  • Highlight the company’s exit strategy and the potential ROI, return on investment.

What We Offer to Companies Raising Private Capital:

Our team offers a tailored approach to our clients, assisting from the very beginning stages of operations to the exit, if needed. We pride ourselves on being one of the most affordable offering memorandum writing consultants with some of the fastest turnaround times for document writing and presentation. Although our services are mainly for writing offering memorandums, we do assist with the following as well:

  • Offering Memorandum Development and Writing
  • Private Placement Memorandum Development and Writing (PPM)
  • Prospectus Development and Writing
  • Preliminary and Final Prospectus writing (public and private)
  • Offering Circular (public & private) Development and Writing
  • Listing and Initial Public Offering (“IPO”) Prospectus Development and Writing
  • Information Memorandum Development and Writing
  • Explanatory Memorandum Development and Writing
  • Registration and Filing Services (i.e. S-1 Statements) Development and Writing
  • Equity and Debt (144A/Reg S) Structure Development and Writing
  • Mergers & Acquisitions Consulting
  • Venture Capital and Private Equity Assistance
  • Crowdfunding, Regulation A+ and Regulation D Assistance
  • Company and Fund Formation Services
  • Shareholder and Operating Agreements
  • Securities Law and General Business Legal Advisory

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ABOUT US

Entrepreneurs and Industry Vets – All in One:

PPM is the global leader in offering memorandum writing and development services. We have assisted with over 5,000 worldwide and our team of consultants, broker dealers, securities attorneys, investment banks and funds can assist your company with the drafting of an investor ready offering memorandum to attract capital

Contact Us

Offering Memorandum and Registration:
In addition to assisting with offering memoranda, we also assist with filing and registration with securities exchanges worldwide. If you need SEC filings or to register your securities we can assist.

Our Reputation:

PPM’s team has a certain repute for being the most efficient offering memorandum writing firm in the industry. Indeed, hundreds of companies and law firms worldwide refer or outsource their documentation or other workload to us for assistance.