Private Placement Memorandum Drafting Services
Professional PPM drafting for private offerings, including risk disclosures, subscription agreements and investor questionnaires.
Professional PPM Drafting Services
Financely prepares private placement memoranda for companies, private funds, SPVs and other private offerings. Each document is drafted around the issuer, proposed terms, target investors and intended use of proceeds. The objective is to present the opportunity clearly while providing the commercial information and risk disclosures investors require.
What We Prepare
Our drafting scope may include the offering summary, issuer information, investment strategy, offering terms, use of proceeds, management disclosures, fees, conflicts and transaction-specific risk factors. For more comprehensive mandates, we can also prepare subscription agreements and investor questionnaires for final review by qualified legal counsel.
Fixed-Fee Drafting Packages
PPM Essentials is available for USD 5,000 and covers a customized memorandum for a relatively straightforward offering. PPM Complete is available for USD 10,000 and includes an expanded memorandum, subscription agreement, investor questionnaire and additional revisions. Payment is required before drafting begins, and independent legal fees or regulatory filings are not included.