FAQ - What is a Private Placement?

 

The Private Placement Memorandum (PPM) is required by the SEC and is a lengthy legal document (typically over 100 pages).  We rely on proven SEC attorneys (see our Partners) to scribe these materials for us, which is certainly costly, but ensures we are following all laws.

The PPM describes the offering and the risks involved.  It will include a partnership/operating agreement, investment summary and Subscription Agreement (SA).  It is SA that includes basic information as to the number of units and amounts being purchased, the investor questionnaire, and it's the form investors will review, sign and submit to confirm their participation in the deal.  

Although there are many styles of offering, we prefer a "specified" offering so our investors know exactly where their money is being used.  In addition, our offerings follow the Regulation D set of exemptions outlined by the SEC.