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Get your fully compliant Private Placement Memorandum from OGScapital consultants

Name: Great Service
Item: OGS Capital
Rating: 5
Author: Franck Boursier

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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.

Expertise: A private placement memorandum OGS consultant has written many such documents over time and knows what makes one successful. They also know what does not work well - their feedback about these things could be invaluable for you as you put together this crucial document.

Saves time: You don't have to worry about investing hours trying to figure out how best to structure your PPM or where certain information should go. Having some expert handle the grunt work will free up some of your valuable time and resources so you can concentrate on other aspects of your company.

Cost effective: Having someone else draft your PPM may seem like it's going to be expensive at first, but when you calculate the time investment versus just hiring someone for a single task, it ends up saving money in the long run. Plus, a professional will keep all the communications confidential.

Highly specialized: A PPM OGS consultant specializes in writing PPMs and isn't just the average writer. In order to write an effective PPM, one needs knowledge in law, finance and accounting. Without this level of specialization, you'll likely end up with a disorganized PPM full of errors that potential investors won't take seriously.

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.

Customization

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 👉

Specifications:

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

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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.

Payment methods: debit / credit card, wire transfer

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.

2006

OGScapital was founded in 2006

42

Our team members have experience in 42+ industries

120

We develop 120 PPMs per year

60

Our team consists of 60 consultants

45

OGScapital successfully cooperates with 45 solicitors and law firms

F.A.Q

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.

Testimonials

OGScapital is in the TOP3 on Trustpilot, with a 9.5/10 score based on 10 reviews

133 reviews on TrustPilot

32 reviews on TrustLink

Franck Boursier

TrustPilot

Great Service

Great Service. On point and on time!

∙ Franck Boursier

Chris Stavrakaki

TrustPilot

Excellent preparation of business plan …

Excellent preparation of business plan reporting and timing of all deadlines. I am extremely satisfied with the services. Thank Alex for all your excellent work.

∙ Chris Stavrakaki

Ketan

TrustPilot

Excellent service

Excellent service. Business plan prepared by OGScapital is excellent as well. Will highly recommend them.

∙ Ketan

Madalin Andrei Enescu

TrustPilot

Simply the best!

∙ Madalin Andrei Enescu

Johnson

TrustPilot

Excellent service at Ogs Capital

Excellent service

∙ Johnson

Kiki Valenty

TrustPilot

Alex is very professional

Alex is very professional, prompt, and speedy. If you’re looking to get your ideas into action plan fast, call Alex. He will take care of it. I was having a hard time putting together a business plan and turned it over to Alex, he delivers! Kiki

∙ Kiki Valenty

Elamin Mohammed

TrustPilot

OPG capital was fantastic, on time and very professionally done

OPG capital was fantastic. Alex was very responsive, courteous and professional. The turnaround, design and the in depth industry expertise never left me in doubt that my business plan was in great hands. Best part was that deadlines were met even with my frequent additions and edits, flexibility, speed of execution and diligence paid to details. Most importantly was how impressed the financiers were on both the quality and content of the business plan. Overall anyone who is looking to have a business plan professionally done and financing approved by the banks should look no further than OGS capital knowing they are fully supported by Alex and his team

∙ Elamin Mohammed

Trustpilot