What's Typically Included in a PPM

With years of experience creating PPMs for entrepreneurs, we have found the most common questions asked are:
• What is included in a PPM?
• What documents will I need to have ready?
• What documents will we (Mangum & Associates) take care of for you?

This video addresses these commonly asked questions and gives an outline of what you should expect to see in any given PPM document.

As mentioned in the video, you can find some sample PPMs at this link here: https://www.dropbox.com/sh/qalnbbuwzw...

Also as mentioned in the video, here is a sample table of contents you might find in a typical PPM:

TABLE OF CONTENTS

IMPORTANT NOTICE ABOUT INFORMATION PRESENTED IN THIS MEMORANDUM ...................... iii
STATE NOTICE REQUIREMENTS ........................................................................................................... v
WHO MAY INVEST ................................................................................................................................ xii
PRINCIPAL FEATURES* .......................................................................................................................... 1
SOURCES OF INFORMATION ................................................................................................................. 9
REPRESENTATIONS ............................................................................................................................... 9
RISK FACTORS ...................................................................................................................................... 10
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS ........................................... 25
RISKS RELATING TO THE PATRIOT ACT, MONEY LAUNDERING, AND TERRORISM PREVENTION..25
TAX RISKS ............................................................................................................................................. 25
ERISA ASPECTS OF THE OFFERING ................................................................................................... 27
OBJECTIVES, STRATEGIES, AND PROPOSED ACTIVITIES ................................................................ 29
USE OF PROCEEDS ............................................................................................................................... 30
MANAGEMENT ..................................................................................................................................... 31
CONFLICTS OF INTEREST ................................................................................................................... 32
LEGAL PROCEEDINGS ......................................................................................................................... 34
DESCRIPTION OF UNITS ...................................................................................................................... 34
FUND ORGANIZATION & STRUCTURE ................................................................................................ 36
PLAN OF UNIT DISTRIBUTION ............................................................................................................. 37
TAX DISCUSSION .................................................................................................................................. 38
FINANCIAL INFORMATION .................................................................................................................. 53
SALES LITERATURE .............................................................................................................................. 53
ADDITIONAL INFORMATION ............................................................................................................... 54

EXHIBITS:
FORM OF LIMITED LIABILITY COMPANY AGREEMENT ................................................................... A-1
FINANCIAL STATEMENTS .................................................................................................................. B-1
MINING CONCESSION INFORMATION .............................................................................................. C-1
SUBSCRIPTION DOCUMENTS & INSTRUCTIONS ............................................................................. D-1

Have questions about raising capital? Give us a call at +1.877.343.3103

You can also get my Free "Getting Started Package" that will help answer a lot of your basic questions and point you in the right direction. Go here: http://theppmattorney.com/the-ppm-att...

E-mail: [email protected]

Other Resources:

Why You Should Consider The PPM Attorney
   • Видео  ​​

The Alphabet Soup of Raising Capital in 2021
   • The Alphabet Soup of Raising Capital ...  

NOT TO BE CONSTRUED AS LEGAL, FINANCIAL, OR TAX ADVICE. I AM NOT YOUR LAWYER UNLESS A DULY EXECUTED ENGAGEMENT LETTER EXISTS BETWEEN US. (c) 2021 Mangum & Associates PC