PPM Template for LLC Debt Offering – Rule 506(c)

This template was created specifically for offerings using Accredited Investors Only. It is compliant with Regulation D Rule 506(c) as specified in the Jumpstart Our Business Startups (JOBS) Act and is Compliant with Dodd-Frank Wall Street Reform and Consumer Protection Act.

The Template is written for a Rule 506(c) offering using Accredited Investors only which allows the use of general solicitation.

Microsoft Word Document – Fully Editable – 70+ Pages

DESCRIPTION:
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Our Regulation D Debt Template is designed for use by Limited Liability Companies selling promissory notes as security for investment as a loan paid back as debt.

Rule 506 allows investment of any amount of capital.


PPM CONTENTS:
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– Cover page
– Table of Contents
– Investment Summary
– Return on Investment Terms
– All 50 State Blue Sky Legends are included as well as the District of Columbia
– Regulation D disclaimers
– Offering summary
– Business Plan section
– Investment structure
– Management/Director/Officer backgrounds
– Use of Proceeds
– Terms & Conditions
– Investment Requirements
– Risk Factors
– Competitive Analysis
– Dilution and Ownership detail
– Plan of Placement
– Subscription Agreement
– Promissory Note
– Investor Suitability Questionnaire
– ERISA Language
– Patriot Act Disclosure
– LLC Operating Agreement

***70+ PAGES***

PRODUCT & DELIVERY
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This product is not a software program. This is a software file delivered in Microsoft Word Format (fully editable). It is available via download (email receipt or online account) immediately following your purchase. The software file is packaged in a .zip file.


STATE & FOREIGN LEGENDS
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To comply with Regulation D our PPM Templates include all 51 state (includes District of Columbia) NASAA Jurisdictional Legends as well as International (outside the U.S.) Regulation S Exemption.


BLUE SKY FILINGS
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Except for Florida each State requires a “Blue Sky” filing. All states now use the NASAA Electronic Filing Depository (EFD) system except for Arizona. Arizona has its on online filing system where you can upload your Form D and pay the state filing fee.