Private Placement Memorandums

PPM Preparation & Regulation D Filing Service

About the PMM Service

The private placement service assists start-ups with issuing private placements, subscription, and operating agreements with Regulation D filing for companies seeking to raise debt, equity, hybrid, and convertible notes.

We work to ensure that investors receive proper disclosure and avoid filing delays to ensure our clients are not inhibited during their fundraising efforts.

Reliable, Professional Quality

Pro Business Plans works one-on-one with clients to not just prepare a private placement, but ensure that its clients understand each detail of the structure. Seemingly simple errors and seemingly innocuous clauses can be hazardous to the success of your fundraising efforts, we ensure all parties understand exactly how your placement is structured.

$1 Billion in investment capital Across 60 Countries in 30 Industries

“Outstanding Quality” Forbes Magazine Recognized in over 500 publications

Guaranteed Satisfaction 100% satisfaction, or your money back

Request a
No-Obligation Consultation

What Our Clients Say

"Working with Pro Business Plans was a pleasure, they played a critical role in creating a plan to finance our acquisitions."

- Jeffrey Horton , Pipeline Technologies

"Pro Business Plans coordinated with our publisher to create an excellent plan for my book launch, Don't Dis My Abilities"

- Adrian Peterson , Chicago Bears

"Pro Business Plans walked us through each aspect of the private placement and deal structure to ensure our protection."

- Aaloka Mital , Hibob

Case Studies

$500 M Venture Capital   $200 M Angel Investment   10,000 + Clients

A major liquor store chain based in New Jersey and Connecticut recently announced the sale of several stores. Pro Business Plans worked with a New Jersey based owner of wine stores to create a SBA business plan and private placement for $15 million.

Pro Business Plans worked with a commercial real estate company and bank to determine the feasibility and prepare a private placement for family entertainment center based in Florida. The $68 million investment offered a debt/equity hybrid.

A leading producer of entertainment content for mainstream gaming consoles approached Pro Business Plans to produce the business plan for investment and support in the financing process to raise $2,000,000.

A pest control franchise owner sought $4,000,000 through a private placement in order to expand his operations into additional states. Pro Business Plans worked with the franchisee to create a business plan to acquire the investment sum.

Consistently Outstanding Quality, Aimed at Tangible Results

Learn why over 10,000 companies from startups to multinationals consistently trust Pro Business Plans.

Reliable Research

Pro Business Plans has access to the same market research as top investment banks and venture capital firms – it only uses the most reliable information.

Fully Custom

Every private placement uniquely reflects the proposed financing structure of our clients from cost of capital to management compensation and voting rights.

Expert Team

Our advisory team with experience in investment due diligence will work one-on-one with you and your management team to explain and prepare the private placement.

Funding Support

Pro Business Plans continues to provide ongoing support in the fundraising process after the plan has been completed.

Detailed Financials

Pro Business Plans may assist with the equity valuation, financing structure, use of funds, and preparation of historical financial performance.

Satisfaction Guaranteed

Pro Business Plans has never had an unsatisfied customer, which is why it provides a money back guarantee for all of its clients.

What is Included in Our Private Placement Memorandums?

  • Investment Opportunity
  • Market Opportunity
  • Business Description
  • Management Team
  • Valuation Model
  • Management Compensation
  • Use of Proceeds
  • Summary of Terms
  • Conflicts of Interest
  • Regulation D Filing
  • Management Compensation
  • Use of Proceeds
  • Summary of Terms
  • Conflicts of Interest
  • Regulation D Filing

Speak With An Expert advisor about your private placement at (877) 810 - 4172