Private Placement Memorandum Template for Your Business

Attract Investors and Safeguard Your Business with Custom PPM Solutions

FOUNDED
IN

FUNDING
RAISED

$ 0 Bn+

WRITTEN
BUSINESS PLANS

0 +

BUSINESS
INDUSTRIES

0 +

View Sample Plan

Private Placement Memorandum Writing Services

PPM is an offering for investors to buy stock or security in your business.

Starting and running your own business comes with a variety of new document types, legal paperwork, and terminology that many entrepreneurs have not had to handle in the past. Learning about these document types and using them to your advantage is one step in becoming a better business owner.

One of the more useful and important documents a business owner can have is a well-written Private Placement Offering Memorandum. Our professional private placement memorandum writers are proud to offer this service to Wise clients, putting their decades of experience to work, and creating documents that are compelling to an accredited investor.

What Our Private Placement Memorandum Plan Includes

Why Choose Wise Business Plans

Expertise and Experience

Experienced business plan specialists for expert guidance and assistance.

Customized Approach

Tailored plans designed specifically for your unique business needs.

In-Depth Market Research

Thorough market research and analysis to provide valuable industry insights.

Financial Projections

Detailed financial projections and strategic guidance for optimal performance.

Proven Track Record

Successful funding and client outcomes.

Timely Delivery and Support

On-time delivery and ongoing assistance.

Real Client Feedback

Lisa H

Thoroughly and professionally done! I was very impressed with Eric, who patiently answered my questions and helped me understand the plan. And the graphic design on my final plan is wonderful! It's been a great experience. Highly recommend.

Tom Haskins

We sincerely appreciate all of your hard work. We have been VERY pleased with the services offered thus far and are extremely excited to take the next steps towards a finalized business plan! Thank you all SO much.

Craig Blake

I am very thankful for the professional staff at Wisebusinessplans. My dream was brought to life in a full design business plan. I am now confident and excited to show my proposal to lenders or any one else who may be able to help me grow my business.

Stanley Romero

I really love the quality of services 'Wisebusinessplans' provides to their clients. I have nothing but great things to say about the company and their professionalism. This is going to help me grow my business in an amazing way.

Krys Ca

The expert services that Wise Business Plans provided us helped our business increase in sales. Their workflow and processes were seamless and Wise are committed to our agreement and we are very satisfied. They are quick with a reasonable price.

Our Partners

Write your Private Placement Memorandum Business Plans with a professional

What Is a Private Placement Memorandum?

A Private Placement Memorandum, or PPM solution, is a legal memorandum that lays out the details of the Regulation D shares initial public offering you’re opening to investors, showcasing your strengths and being honest about any weaknesses.

It’s intended to satisfy the requirements of SEC Regulation D, which contains the rules providing exemptions from registration requirements.

A PPM is a powerful and essential element in the fund-raising capital process for your company because it provides sophisticated investors with an honest snapshot of what they get for their money.

As a key legal document, your PPM makes it possible for a privately informed investment opportunity to occur, providing details not just about your limited liability company, but also about the terms of the securities offering.

Uses

Use your PPM in private equity transactions when securities laws are not registered under state or federal law but are instead sold using a registration exemption.

Your PPM allows you to stay compliant with SEC regulations and includes financial information and financial statements on the company management team, risk factors involved with investing, the securities and exchange commission being offered, and instructions for investing.

Bottom Line

A private placement memorandum is a necessary legal step that you provide to prospective investors if you opt to sell stock or another security in your company. It must be correct and fully compliant.

When your PPM and business plan are both well-written, cleanly designed professional documents, they work together to build a strong and complete picture of your company and what it has to offer.

This stand-alone document also shows investors that you’re serious and you speak their language. Like a birth certificate, a PPM solution houses the vital statistics of your company.

As a key legal document, your Private Placement Memorandum makes it possible for private investment transactions to occur, providing details not just about your company, but also about the terms of the securities offering.

How a PPM Differs from a Business Plan

Think of your business plan as a road map and a way to market your company to banks, potential investors, vendors, and even future clients. A business plan is a holistic document, covering the full scope of what it takes to launch a company.

Your Private Placement Memorandum is a specific legal document necessary for facilitating private investment transactions. It is more to the point, with concrete details about risk and disclosures that are required to be included based on the terms of the offering being made.

When your PPM and your business plan are both well-written, cleanly designed professional documents, they work together to build a strong and complete picture of your company and what it has to offer.

Ready to Learn More? The professionals at Wise are the best in the business, familiar with the requirements involved with crafting a Private Placement Memorandum for every business situation. Not sure if you need a PPM? Call us today to discuss your options. Wise offers a variety of business-building services for clients of all sizes in every stage of company development.

*Disclaimer: Wise Business Plans is not a law firm or a substitute for an attorney. We always recommend consulting with an attorney before conducting a Regulation D Offering.

FAQs

1. What is a Private Placement Memorandum (PPM) and why is it necessary?

A Private Placement Memorandum (PPM) is a legal disclosure document provided to potential investors when a company is raising capital through a private securities offering. It is typically used in Regulation D offerings (Rule 504, 506(b), 506(c)) under the SEC and outlines all material details, including the terms of the investment, use of proceeds, financials, and associated risks. A PPM protects the issuer from liability and ensures full transparency, helping investors make informed decisions and keeping your raise legally compliant.

2. What does a professionally written PPM include?

A comprehensive PPM prepared by Wise Business Plans includes:

Executive Summary of the investment opportunity
Offering terms (units, price, minimum investment)
Use of proceeds
Detailed company and management background
Market analysis and business strategy
Risk factors and investor disclaimers
Exit strategy and potential ROI
Subscription agreement and investor suitability criteria
Legal disclosures per SEC Regulation D

We ensure your PPM is legally sound, investor-ready, and tailored to your fundraising goals—whether for a startup, real estate fund, or private equity deal.

3. Who needs a Private Placement Memorandum?

A PPM is essential for companies and entrepreneurs seeking to raise capital privately without registering with the SEC, including:

Startups raising seed or Series A capital
Real estate developers or syndicators
Private equity and venture funds
Tech firms offering equity to accredited investors
Franchise groups seeking private investors

If you're raising funds under Regulation D, a PPM is not just advisable—it’s your legal safeguard.

4. How does a PPM differ from a business plan or pitch deck?

While a business plan and pitch deck are persuasive tools used to attract investors, a PPM is a legal disclosure document that protects both the issuer and the investor.
Key differences:

A business plan outlines your growth strategy and market opportunity
A pitch deck gives a visual snapshot to engage investor interest
A PPM discloses investment risks, offering terms, and legal disclaimers

Wise Business Plans offers bundled solutions: we can craft your business plan, pitch deck, and PPM to ensure your capital raise is both compelling and compliant.

5. Why choose Wise Business Plans to create your PPM?

At Wise Business Plans, we combine the expertise of MBA writers, legal consultants, and financial analysts to deliver investor-ready and regulation-compliant PPMs. You get:

Professionally written, customized PPM tailored to your industry
SEC Regulation D guidance (Rule 504, 506b, 506c)
Clear, investor-facing language and formatting
Optional integration with business plan, pitch deck, and pro forma financials
Fast turnaround and confidentiality assurance

Whether you're raising $100K or $10M, Wise ensures your private placement documents inspire trust and meet legal standards.

Get Started Today

Need to get in touch with us? Either fill out the form with your inquiry or call us at 1-800-496-1056.

Private Placement Memorandum Template for Your Business

Private Placement Memorandum Writing Services

What Our Private Placement Memorandum Plan Includes