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PPM Questionnaire
Need a PPM or Subscription Agreement
Complete the form below to your best ability to initiate the formation of your offering docs.
GPs/Principals/Sponsor Entities
Name and Address of Each GP/Holding Company
Name and Address of Each
General Information:
Physical Address of the GP/Sponsor/Fund:
Mailing Address:
Company Phone Number:
Company Fax Number:
Date Organized or Incorporated:
MM slash DD slash YYYY
State of Organization for the LLC/LP:
Fiscal Year End Date:
MM slash DD slash YYYY
Tax Identification Number:
Name of Company Asset Manager/Holding Company for GPs or Contact:
Address of Contact:
Management Compensation:
File
Max. file size: 128 MB.
The Fund/Syndication Entity
Entity (i.e., company through which funds will be raised and invested): If you want 7x to create, simply tell us here.
General Information:
Proposed Name of Fund/Syndication:
State of Organization or Incorporation:
Has the entity been created?
Date Organized or Incorporated:
MM slash DD slash YYYY
Fiscal Year End Date:
MM slash DD slash YYYY
Tax Identification Number:
Fund Physical Address:
LP/Fund/Syndication Mailing Address:
LP/Fund/Syndication Phone Number:
Person of Contact for GP/Syndication
Address of Contact:
Ownership Information (typically, Class B Members):
Current Number of Principals/GPs
Attached Bios for each Principal (i.e., Describe each Principal’s professional and educational background. Also include any investment experience):
Attach or email bios for each principal.
Attach Bios of Principals/GP/Team Members
Drop files here or
Select files
Max. file size: 128 MB.
Advisors
Attached Bios for each individual who will be advisors to the company:
Short Bios for each Advisor
(i.e., Describe each manager’s professional and educational background. Also include any investment experience): *We have bio forms available if needed.
Attach Bios of Advisors
Drop files here or
Select files
Max. file size: 128 MB.
Description of Venture, Asset to be Acquired, or Business
Please describe the asset or investment. What is the investment strategy?
Please describe the projected revenues for the next 5 years: (or include a pro-forma)
Attach Pro-forma
Drop files here or
Select files
Max. file size: 128 MB.
Attach Pro-forma
What is the exit strategy for investors? Will you recap by refinancing, sell, or otherwise?
Will you sell the investment/asset? Refinance? How long do you intend to hold the investment?
Please describe your competition:
Please describe any and all risks that you can think of relating to your venture:
Market Description:
Describe the advantages of the market, asset class, or industry.
Do you have supporting market data, research, media (news articles, studies, etc.) and sources for information on these subjects?
Attach Support Documentation
Max. file size: 128 MB.
Offering Description:
What is the maximum amount to be raised (total and annually)?
USE OF PROCEEDS: How will the funds be used? Acquisition? Down-payment? CapEx? Payroll? R&D? Marketing?
Explain how the capital will be used.
Is there a minimum amount you will need to raise in order to be operational?
In what states will you be making investment offers?
Will you be offering debt or equity?
GP/PRINCIPALS: Describe all compensation to Management/GPs: (Splits, Asset Management fee, and any other compensation to GPs/Principals/Managers
*
INVESTOR RETURNS: If offering equity, what is the ownership (equity) percentage of distributions and upon disposition or refinance allocated to the investor pool?
Monthly/Quarterly Distribution % to the investor pool? Disposition % to the investor pool? Refinance? Sale?
INVESTOR RETURNS: If offering equity, will you be offering a preferred return (fixed annual return paid to the investors before any other distributions of net profits)? If yes, state below.
INVESTOR RETURNS: If offering debt, what interest rate or preferred return will you be offering? What terms? Please describe:
INVESTOR RETURNS: If you are offering variable rates, do you have some kind of table with the different investment alternatives?
What is the minimum investment that will be accepted from any investor?
Investor Qualifications:
Do you plan on accepting investments from Non-Accredited Investors (taking money from Non-Accredited Investors will require additional disclosures in your offering docs)? (not allowed for 506(c) offerings)
If you answered yes to the question above, please answer the following questions:
a. Have you filed Bankruptcy in the past 5 years (if yes, please describe)?
a. Have you filed Bankruptcy in the past 5 years (if yes, please describe)?
b. Have you been a party to any civil judgments in the past 5 years (if yes, please describe)?
c. Have you been convicted of any crimes in the past 10 years (If yes, please describe)?
d. Have you been a party to any civil litigation in the past 5 years (If yes, please describe)?
Upload any additional files here.
Drop files here or
Select files
Max. file size: 128 MB.
Upload any additional files here. Bios, Pro-forma, images, or support collateral
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