Starter kit
Everything you need to begin a private securities offering: your PPM, subscription agreement, investor questionnaire and state legends, with your Form D and Blue Sky notices filed.
What’s included
PPM template
The private placement memorandum for your entity, securities and exemption, with every deal-specific item marked so you can complete it.
Subscription agreement
The purchase agreement investors sign, matched to the terms of your template.
Investor questionnaire
An accredited investor questionnaire for Regulation D offerings. Regulation S kits use the questionnaire built into the subscription agreement.
State legends
Notices for all 50 states and the District of Columbia, built into your PPM.
Form D filing
We prepare your Form D and file it on EDGAR once your company authorizes us on its account. If your company doesn’t have EDGAR access yet, we help you apply.
Blue Sky state filings
We file the notice with each state where you sell under Rule 506. State fees are paid to the states. Regulation S offerings, sold only outside the United States, need neither Form D nor state filings.
A good fit if
- Your deal terms are already set
- You or your team will complete the template
- You want the filings handled
What we need from you
Your completed offering details for the Form D, and the list of states where your investors live.
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.