Private Placement Memorandums

PPM Preparation & Regulation D Filing Service
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Private Placement Compliance

Work with an experienced team of finance professionals and a securities lawyer to prepare a compliant, legally sound, private placement offering.

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.


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5,000 + Engagements Across 60 Countries in 30 industries

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Case Studies

5,000 + Clients   60 + Industries   30 + Countries
restaurant

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$5,000,000

Industry:

Restaurant

A chain of fast food restaurants in the Mid-Atlantic region wanted to issue convertible notes to finance the franchising of their business model. Pro Business Plans prepared an investor kit and financial model for the franchise.

led lighting

Company Name:

Undisclosed

Type:

Series B

Amount Raised:

$200,000,000

Industry:

Manufacturing

An established LED lighting manufacturer with a unique IP relating to the sustainable energy market was seeking to raise $200 M from investors. Pro Business Plans prepared a professional plan, pitch deck, and private placement for the Reg D offering.

cara

Company Name:

CARA

Type:

Bank Loan

Amount Raised:

$6,000,000

Industry:

Transportation

A US food manufacturer sought $6,000,000 to finance its expansion into the Middle-East. The company hired Pro Business Plans to prepare the investment offering and provide transaction advisory.

aut energy solution

Company Name:

Undisclosed

Type:

Series A

Amount Raised:

$5,000,000

Industry:

Software

An artificial intelligence FinTech spin-off from an existing business was seeking a Series-A Funding to fund commercialization and scaling in the market. Pro Business Plans prepared a professional placement and valuation model.

great seal of the state of florida

Company Name:

Florida

Type:

Bank Loan

Amount Raised:

$68,000,000

Industry:

Government

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

frugo

Company Name:

Frugo

Type:

Series A

Amount Raised:

$3,000,000

Industry:

Business

A Polish beverage manufacturer was seeking to enter the MENA region and needed a business plan with marketing strategy to raise money with a private placement and implement via a distributor. Pro Business Plans coordinated with its UAE office to structure the transaction.

Consistently Outstanding Quality, Aimed at Tangible Results

Learn why the leading executives and Startup founders 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.

Compliance Check

The securities attorney working with you will ensure that the private placement meets SEC guidelines and lacks errors or ommissions.

What is Included in Our Private Placement Memorandums ?


  • Offering Sumary
  • Investor Requirements
  • Forward Looking Information
  • Risk Factors
  • Use of Proceeds
  • Management
  • Management Compensation
  • Board of Advisors
  • Dilution
  • Current Shareholders
  • Share Option Agreements
  • Litigation Events
  • Share Description
  • Financial Statements
  • Regulation D Filing

Speak With An Expert adviser about your private placement at (877) 350 - 0886