Drafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.
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Drafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.
Securities-specific (illiquidity, transfer limits, no dividends, management discretion)
6. Use of Proceeds
Category
Min Raise
Max Raise
Description
Product/Engineering
$
$
Milestones, hires, infra
Sales/Marketing
$
$
Channels, headcount
Working Capital
$
$
Ops, inventory, receivables
Debt Repayment
$
$
Lender, rate, maturity
Fees/Offering Costs
$
$
Legal, accounting, escrow
Include discretion disclaimer and conditional allocations if max not reached.
7. Business Description
Cover: company history/milestones, products/services and roadmap, market size and customer profile, competitive landscape, go-to-market, operations/supply chain, regulatory framework, intellectual property.
8. Management & Board
Name
Role
Tenure
Relevant Experience
Education
Equity/Comp
9. Capitalization
Provide pre-offering cap table, post-offering cap table (min and max scenarios), fully diluted schedule, and notes on options/warrants/convertibles with conversion assumptions.
10. Securities Terms
Term-sheet format covering: dividends/interest, liquidation preference (multiple, participation, deemed liquidation events), conversion (ratio, adjustments, auto-triggers), voting/protective provisions, redemption, transfer restrictions (ROFR, co-sale, lock-ups, legends), registration rights, preemptive rights, information and board rights.
11. Distribution & Subscription
Direct vs placement agent; fees
Offering timeline, closings, escrow terms
Form D filing within 15 days of first sale [VERIFY]
