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Get your fully compliant Private Placement Memorandum from OGScapital consultants

Compliance with the best practices


What is a Private Placement Memorandum?

A Private Placement Memorandum (PPM) also popularly known as Offering Memorandum (OM), is a legal document prepared specifically for potential investors by any business seeking to raise capital through private placement. Via private placement, a company can raise capital by selling its shares or bonds directly to private investors or institutions without going public on the stock market.

Private Placement Memorandum (PPM) helps investors gain a better understanding of a private placement by providing important details such as business description, offering terms, risk factors, and more. As a result, investors are able to make informed investment decisions.

Private placements are not open to the public, and thus they are exempt from registration with the U.S. Securities and Exchange Commission (SEC), which means a company is not required to provide a prospectus or detailed financial information. Instead of prospectus, Private Placement Memorandum (PPM) are used during private placement. It’s interesting to note that a PPM is not reviewed by any regulator and is not usually marketed to the public in general.

Benefits of hiring a Private Placement Memorandum OGS consultant for writing a professional PPM

There are a number of benefits of hiring a private placement memorandum OGS consultant for writing an effective PPM.

What can you expect from OGSCapital PPM Consultant?

When you choose OGSCapital as your PPM consultant, you can expect:


Expert advice

We have been writing these documents for over 15 years and are highly specialized in the field. This means you can expect expert advice on everything from structure to key elements that should be included in your PPM.


Results-oriented solution

Unlike many other private placement memorandum consultants, at OGSCapital we are always dedicated to producing results. We work with you to produce a memorandum that is effective and meets the specific needs of your company.


Highly researched

We use a variety of methods to gather information about the private placement market, including surveys and interviews. This ensures that your memorandum is based on sound data rather than assumptions or personal opinions.



We work with you to create a memorandum that is specifically tailored to your company and investors. This means we will take into account things like the industry you operate in, financial information, etc. in order to create a memorandum that is perfect for your requirements.

Key elements of a Private Placement Memorandum

It is essential that a Private Placement Memorandum is comprehensive and has all the relevant information an investor needs to make an informed investment decision. An effective PPM should include the following topics at a minimum 👉


  • Users: Seed Funders, Angel Investors, Venture Capitalists, and Private Equity Funds

  • Size of the document: 40-60 pages

  • Timeframe: 20-24 days

  • Graphic design: included
  • Assigned team: 2 senior consultants with a project lead

  • Unlimited revision period: 3 weeks

  • Rush Delivery Service: Available

PPM contents:
  • Introduction covering information about the company and about the management
  • Terms of offering in the form of a term sheet
  • Risk factors that might impact potential investors either directly or indirectly
  • Terms and conditions containing details like dividend policy, dilution policy, voting rights, liquidation rights, etc.
  • Usage of proceeds
  • Description of securities offered
  • Financial Statements
  • Pending legal proceedings (if any)
  • Exhibits covering additional details that might be material for investment decision

How it works

Partnering with OGS to prepare your PPM is a simple and straightforward process.

Get your PPM in 4 easy steps

Step 1

Fill out our online form.

Step 2

Our consultants will contact you and discuss your case.

Step 3

OGS will prepare a comprehensive PPM and submit the draft within 10-12 days.

Step 4

After considering your comments and lawyer review, we will revise and finalize your PPM.

Any questions? Get in Touch!

About us

OGScapital was established in 2006 by 8 partners with extensive experience working in the world's best-known consulting companies (Bain, BCG, Deloitte). Since then, we have provided an increasingly wide range of business consulting services. Our company has a separate risk advisory team focused specifically on PPM development.


OGScapital was founded in 2006


Our team members have experience in 42+ industries


We develop 120 PPMs per year


Our team consists of 60 consultants


OGScapital successfully cooperates with 45 solicitors and law firms


Who creates a PPM?

A PPM is prepared by an experienced securities attorney, business lawyer, or PPM consultant like OGSCapital. Depending on the complexity of your offering, these professionals will work with you to draft the document. They will help you determine what needs to be disclosed to investors in order for them to make an informed decision about investing in your company.

What is the difference between PPM and LPA?

A limited partnership agreement (LPA) is a written agreement that outlines the rights and obligations of the general partner(s) and limited partners in a limited partnership. LPA defines each partner's responsibilities and shares profits, thereby helping businesses prosper for years to come. Meanwhile, Private Placement Memorandums (PPMs) are legal documents that businesses prepare for prospective investors to aid them in making an informed decision about investing in the company.

Can OGSCapital customize PPM according to your business?

Yes! At OGSCapital, we create all documents from scratch and customize them according to your business. We work closely with you on any revisions or additions that may be needed in order to ensure the final product is exactly what you want. If you have specific questions about what you need, just Contact Us to discuss further.


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Our clients

More than 5,000 clients from all over have trusted OGScapital.

African Energy Distributor
Lyndon Energy
Global Impact
The Smugglers Inn
Baggage Freight
ContinEight Group Corp.
Real Estate Company
Precision Science
Panama Wildlife Corp.
Tiger City
Manatee Holdings LTD
FOX Models
Einstein HR
Destinations USA
Saleem Technologies
888 Markets
Vertical Studio
Pure Loyalty
Pronto Hotel
Flip Flop Shops
Waves Coffee House
Sylvan Learning
Blaze Pizza
Twin Peaks
Heavy Rus Cargo
Go Kin
Gat Patch
Diamond Sun Labs
Strawberry Star
Ayurveda Service
Any questions? Get in Touch!

Importance of preparing an effective Private Placement Memorandum

Creating a private placement memorandum (PPM) is an important step in the fundraising process. A well-prepared PPM can help you gain investor confidence in your company. Your PPM should also be tailored to your particular business, so that it accurately represents the terms of the investment being made. A poorly written PPM, on the other hand, could send investors running. Thus, the importance of preparing a comprehensive and accurate PPM cannot be overstated. 

However, because it is so complex, many people do not know what the ins and outs of this document entail. This is where hiring a private placement memorandum consultant can come in handy. These experts can help in writing a professional PPM that reflects details about the company and the investment opportunity perfectly. Additionally, their experience in project management will help to streamline the process and ensure that the memorandum is clear and concise which increases the chances of securing funding.

OGSCapital Consultants for professional Private Placement Memorandum (PPM)

If you are looking for expert assistance with your PPM, OGSCapital Consultants offers professional consulting services helping you develop a comprehensive and effective PPM so your team can raise the money you need with little fuss. We will help you streamline the process, make it more formalized, and give you access to an experienced team with over 15 years of experience.

Our team of experts have written many such documents over time and have the knowledge and expertise to help you create a memorandum that is successful. Our specialists are highly specialized in financial law, accounting and finance - making sure your PPM will be accurate and comprehensive while also being cost-effective. Additionally, we also understand the importance of confidentiality and take great care to keep your information confidential throughout the process.

We aim to walk with you on this journey from start to finish. Whether you need help getting started or just want someone to review your PPM draft for accuracy, OGSCapital professionals will be more than happy to help.

We were rated the TOP4 Small Business Consulting Firm in 2020 per Clutch
We were rated the TOP4 Small Business Consulting Firm in 2020 per Clutch