A Private Placement Memorandum (PPM) is a legal document provided by companies to prospective investors when offering securities for sale in a non-public offering. Essentially, it serves as a detailed guide that offers all the necessary information about the investment opportunity, including the company's business model, financial details, the terms of the investment, potential risks, and the regulatory framework governing the offering. The primary purpose of a PPM is to protect both the company and the investors by ensuring that all parties have access to the critical information needed to make informed decisions. It's a cornerstone of private equity, venture capital, and real estate investment transactions, helping to maintain transparency and compliance with securities laws.

A Private Placement Memorandum (PPM) is essential for several reasons, particularly when you aim to secure investment without public offering. It not only ensures compliance with securities laws, protecting your company and its investors, but also serves as a comprehensive tool to communicate the value proposition of your investment opportunity. A well-crafted PPM provides potential investors with all the necessary information to make an informed decision, detailing the business model, financials, risks, and the terms of the investment.
In today's fast-paced investment landscape, a dynamic digital PPM is the key to effectively reaching valuable investors. It allows for a broader distribution, engaging potential investors with interactive content, and providing them with immediate access to critical information. This digital approach can significantly speed up the capital-raising process, enabling you to reach your financial goals more efficiently. By leveraging a digital PPM, you can present your investment opportunity in a more compelling and accessible manner, ensuring that you stand out in a competitive market and attract the right investors for your venture.

Absolutely not. As long as you offer enough factual information about your offering for an "accredited" investor to make a prudent business decision to invest, the traditional Private Placement Memorandum is no longer necessary. This alone saves you +/- $20,000 and 6-8 weeks of waiting for each and every offering to reach market.

With a basic license from our white label SaaS Madison platform, you are entitled to create and host 1 Digital PPM, branded specifically to your company. Should you require more than 1 offerings at the same time, we invite you to contact our sales and support team to discuss expanding your account to better suit your business needs.

Creating your Private Placement Memorandum (PPM) with our platform is designed to be incredibly intuitive and straightforward. We've eliminated technical hurdles to ensure a seamless setup process for your projects. To support you every step of the way, we offer comprehensive guidance, user-friendly templates, and additional resources that simplify the creation process. Plus, should you need any assistance, our dedicated Client Success Manager is always on hand to provide personalized support and help you navigate any aspect of the platform, ensuring a smooth and efficient experience from start to finish.

 Absolutely. You can upload  walkthroughs, webinars, or intro videos - in fact, this is a great way to increase the effectiveness of your marketing. 

Reg D 506b is the traditional method to raise capital . You can only approach friends, family and existing clients. You cannot generally solicit your offerings and you are limited to 35 investors for any singular deal. Whereas, with 506c, you can generally solicit anyone breathing and have unlimited investors. The caveat however is the investors must all be verified as being accredited.

Your digital PPMs are hosted for the duration of your subscription period with our platform. Should your subscription lapse, the PPM URL will display a message prompting visitors to contact the offering manager. Rest assured, your data will be securely retained and will be fully restored upon reactivation of your subscription. This ensures continuous access to your PPMs whenever your subscription is active, providing flexibility and peace of mind in managing your investment offerings.

Your digital PPM will be hosted on a dedicated URL, which you can share directly with potential investors. Additionally, our platform offers options to integrate your PPM with social media, email, and your website for broader distribution.

Our platform allows you to make updates to your PPM even after it has been published. You can edit content, adjust financials, or update investment terms as needed, and the changes will be reflected instantly, ensuring your PPM always contains the most current information.

We prioritize the security of your data with industry-standard encryption and security practices. Your information and all details related to your PPMs are securely stored and managed to protect against unauthorized access. Additionally, our platform features an NDA (Non-Disclosure Agreement) wall for sensitive documents, requiring viewers to agree to confidentiality terms before accessing your PPM. We also support e-signature capabilities to further ensure the legality and secure handling of agreements directly within our platform. These layers of security measures are in place to provide you with peace of mind, knowing your confidential information remains protected throughout your capital-raising process.

Absolutely. Our platform is equipped with advanced analytics features designed to give you a comprehensive view of how investors are engaging with your digital PPM. You can monitor various interactions, such as the sections investors spend the most time reading and how they navigate through the document. This valuable insight enables you to understand investor interests and behaviors better, helping you refine your approach and tailor your communications to more effectively target potential investors. By leveraging these analytics, you can optimize your PPM's impact and increase the likelihood of achieving your capital-raising goals.