Launch kit
We fill out the PPM for you and provide a customized onboarding package, so your offering is ready for your attorney’s review.
Everything in Starter, plus
Includes everything in Starter, including Form D and Blue Sky filings.
Customized offering documents
Your PPM completed with your offering terms and business information, section by section.
Custom investor onboarding package
Materials that guide your investors through reviewing the offering and completing their subscription.
Custom solicitation and marketing package
Investor-facing materials that present your offering consistently with your PPM and your exemption’s rules on solicitation.
Offering positioning
How to present the opportunity clearly to the investors you’re targeting.
A good fit if
- You’d rather not complete the PPM yourself
- You want investor materials ready when you launch
- Your offering terms are decided
What we need from you
Your offering terms, business plan or description, financial statements, management biographies, capitalization table and governing documents.
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.