Seek private investment capital with a PPM.
When starting a new business, there are many ways to secure funding, from banks and financial institutions to government grants to private investment capital. As you work to secure a private investment, more may be required than just your business plan. One thing you’ll need to consider is a private placement memorandum (PPM).
Because private placements often involve equity or debt offerings, but is still private and not public (requiring an IPO), it is common to have a lawyer involved and be prepared to present a private placement memorandum. A private placement memorandum is submitted in addition to your business plan, and it offers a more in depth look at your business, operations and financial projections.
Included in a PPM are: the nature of the business, the terms of the investment, the management structure/team and the potential risks of making the investment. There are no strict rules about the format, but an expert can help you figure out the best way to present the information.
How a PPM Can Help
A PPM is used by you, the private business owner, to secure funding from outside investors. The document is a thorough addition to your business plan, answering questions and giving them the information they need to be able to better understand you, your business and their potential investment. The more thorough it is and the better it proactively answers questions investors will have – like how you plan to make money (their money) back and where you plan to be in the future – will ensure they are able to make a decision that is in your favor, securing an investment for the start of your business.
Some of the questions you should explicitly answer in your PPM include:
- Use of the investment: Why do you need their money? How will you use it? You can explain if you need it for research and development, technology, or other expenses.
- Risks involved in the investment: What negatives are there about investing in your company? Do you have existing debt? Is it a really competitive market? Explain any concerns and challenges you face that could impact their investment.
Get an Expert’s Help
A PPM and a business plan are both important to securing funding through investments, as both will be given to potential investors during meetings. Working with an expert can help to ensure that your documents include all the necessary information, are easily understandable and in the right format, and answer any questions an investor may have. Experts have created other PPMs and have received past feedback, which can help them be able to ask you for all the information that investors are currently asking for.
The business plan experts at Bargain Business Plan work with each business owner individually to craft customized plans and memorandums for investors, financial institutions and partners. These plans are documents you are able to use as you seek funding to launch your business. Get a free consultation today.
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Purchased a plan here last year (2017) and just got funded today. I purchased the Optimum package for investors thinking I wouldn’t qualify for a loan but apparently I was wrong. I worked with Cynthia throughout the process and love the overall service I received.
My partner and I used Bargain Business Plan for our unique business. Shawn was professional as well as patient. Our plan turned out phenomenal. I highly recommend BBP for all your business plan needs.
Big thanks to Shawn and the rest of the team at Bargain Business Plan. Shawn was very professional to work with throughout the entire process, he not only helped me wit the plan but also gave me some sound advice about merchant services, financing, and marketing. Can’t wait to work with you guys again!
Took about a month to complete my business plan, but well worth the wait. They incorporated and smoothed out alot of my ideas in the business plan. Shawn D. worked well with me and stayed in regular communication during the process. GREAT result…
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Bargain Business Plans is the ultimate business plan writing service and I highly recommend it to anyone who needs a professionally written, well organized, bank ready, highly affordable, business plan. They work with you every step of the way, understand…
I had to get my business plan restructured and I did not have a lot of time to do it. I searched the internet and I found Bargain Business Plan plus a bunch more firms that does this sort of work. I made a few phone calls but the price was not what I was looking for…
From beginning to end, Bargain Business Plan has provided professional service. I could not have found a better service. They understood the nature of my business and was able to get all of the necessary information for applying for a SBA loan included.
Bargain Business Plan was very professional and helpful. With all the work and time they put into my business plan, it was such a small price I had to pay for. They really took time to do research and were very patient to fix and explain the contents.
Our overall experience with Bargain Business Plan was good. We had a very complicated business plan to write and Bargain Business Plan worked hard to make sure we were happy. The time frame took longer than first stated but that was okay. Very happy with the end product.
I really appreciate the staff’s patience and working around my hectic schedule. Taking the time to listen to my vision for my business that incorporated my personal and professional experience. The constant edits, and going over it together throughout the entire process.
When it comes to putting strategy on paper, these guys are the best. From step 1 to the last step, it was very easy to work with them. The end result of course came out amazing. Highly recommend!
Cannot say enough about the staff, everyone is super friendly and professional! Met with my SBA loan officer and had him look over the business plan, he was very impressed with all the market research.
When it comes to putting strategy on paper, these guys are the best. From step 1 to the last step, it was very easy to work with them. The end result of course came out amazing. Highly recommend!