Private Placement Memo | Equity Capital

Need help private placement memo help for capital to grow your business ?

We can help with drafting the accounting and business sections of your private placement memo (PPM). We also have relationships with several lawfirms in Florida who can help you prepare the required information for a private placement memo. Requesting equity capital without adequate preparation sends a clear message to the investor: No plan clearly demonstrates a lack of care and preparedness. Therefore, it makes sense to be prepared and organized in your approach for equity capital.

Put your best foot forward by allowing us to assist you in preparing a PowerPoint presentation for you. Properly prepared projections, historical financials and a private placement memo (PPM) along with a presentation can demonstrate to the investor(s) that, among other things, you have the ability manage a profitable business. If necessary, we can introduce you to a national CPA firm, and then work as your advisor and liasion.

Our presentations come complete with...

Executive Summary: Where we concisely state the purpose of the investment, the exact amount of money required, an explanation of what the investment proceeds will be used for and why it's needed.

Pro-forma Cash Budgets and Pro Forma Accrual Basis Financial Statements: We use your data and underlying assumptions to prepare information that your investor can easily understand.

Project Management: We can manage this process for you and coordinate the efforts of your professional team. This way you can remain focused on operating and growing your business.

We can assist you and your lawyer in drafting a private placement memo and/or a business plan.

Financing your company is key in the growth of your business. Venture capitalists and investors can help you raise the money you need. Please consider the following five important factors

· Track record-Investors look for established companies run by people with experience.Its important to be able to record your company's operations and full set of financial statements from the first year that you begin or commence operations.

· Raise expectations-Investors are usually interested in funding businesses that need at least $250,000

· Growth-Make sure you can prove that your business is viable and booming.Historical financial statements such as compilations,reviews or audits may serve that purpose

· Giving up control -Venture capitalist or angel investor will take part ownership of your company and may require you to involve the investor in the management process.

· Exit Strategy - Having an exit strategy such as an IPO or PPM is important. Its important to meet with your CPA and attorney to map out a plan for this very important part of your future.

Equity Financing - Private Placement Memorandum or Equity

Need help private placement memo help for capital to grow your business ?