Full Launch kit
Design the investment product and build the complete capital-raising package, from structure and economics to the documents and filings.
Everything in Launch, plus
Includes everything in Launch, including Form D and Blue Sky filings.
Product and offering creation
Help designing the offering itself: the entity, the type of security and the key terms.
Fee and economic structure consultation
Guidance on sponsor fees, distributions, preferred returns and profit splits.
Solicitation strategy
A plan for reaching investors that fits the exemption you choose.
Capital-raising consultation
Ongoing guidance as you prepare for and run your raise.
A good fit if
- You’re still deciding how to structure the offering
- You want help setting fees and investor economics
- You want a plan for reaching investors
What we need from you
Your business goals, capital needs and any terms you’ve already considered. We work through the rest with you.
PPM Kit provides document preparation, Form D and state securities filings, and business and marketing consulting. These services are not legal advice, and PPM Kit is not a broker-dealer: we don’t sell securities or solicit investors for you, and our fees don’t depend on how much you raise. Government filing fees are separate from kit prices.
Capital raising made easy.
Pick a template and a kit. Every kit includes the PPM, subscription agreement, investor questionnaire and state legends, and we file your Form D and Blue Sky notices.