Helping Companies Make Informed Investment Capital Decisions
Growthink’s experienced investment banking team has helped companies raise millions of dollars in growth capital. We offer a comprehensive suite of private placement memorandum services that include everything from initial research to document drafting, editing, and packaging.
What We Can Do For You
Private placement memorandums are utilized by privately held companies to present and communicate an investment proposition in as complete and comprehensive a manner as is possible (including a detailed listing of all material risk factors.) Sometimes referred to as an offering memorandum, it is used to both raise capital, reduce litigation risk, and comply with relevant regulatory and securities compliance requirements.
Why Choose Growthink Capital to Prepare Your Private Placement Memorandum
Our private placement memorandum development process ensures the quality and effectiveness of your business plan, PPM, presentation materials, and fundraising efforts.
From our ongoing dialogues with a wide swath of private equity, venture capital, family office, and ultra-high net worth individual investors, we leverage this knowledge to develop private placement memorandum and presentation materials that are “in tune” with current market conditions and that maximize the likelihood of our clients’ attaining their capital objectives both efficiently and “valuation favorably.”
Additionally, when compared with law firm preparation, having Growthink Capital develop your private placement memorandum and other deal offering materials provides significant time and cost savings. (Please note we do strongly recommend a final PPM review by legal counsel.)
As the investment banking affiliate of esteemed management consultancy Growthink, our work and expertise has been repeatedly recognized by leading media sources such as The New York Times, The Wall Street Journal, BusinessWeek, Fortune, Forbes, and Entrepreneur Magazine, among others.
Growthink Capital Client Testimonials
Interview Management Team
To understand the business model, competitive landscape, and management team, we will interview management regarding the company’s vision, mission, capital structure (amount of money to be raised, valuation, share structure, etc.), and other key aspects of the business.
Conduct Strategic Research
We will then conduct extensive research on the industry in which your company operates, its target markets, customers and competitors, as well as broader market and economic trends.
Complete Financial Projections
Building on the above, we will then develop financial projections and pro-formas that model allocation of funds raised, along with best, worst, and base case scenarios of anticipated financial performance.
Draft Offering Memorandum
Building on this research and analysis, our team of experienced investment bankers will draft a private placement memorandum tailored specifically for your company. The PPM will include pertinent information about your financial and business matters, such as its history, management, products and services, prior financial performance, and future prospects.
Revise, Edit, Package & Finalize
Once the PPM is complete, we will work with you to revise and edit the document until you are completely satisfied. We will also package the PPM with any other supporting materials, including Investor Marketing Materials including an executive summary, such as an Investor Executive Summary and an Investor Presentation / Pitch Deck.
Benefits of Using Professional PPM Services
Effective private placement memorandums help prospective investors make a decision on investing based on your company’s particulars. By presenting a well-prepared, thorough document that addresses both internal and external considerations and risks, confidence is naturally built with investors that the various scenarios and risk factors have been appropriately reviewed, discussed, and vetted.
Reduce Risk of Litigation
By clearly listing and elaborating on all of the material risks to an investment proposition, a comprehensive PPM can significantly reduce the risk of future disputes and litigation, along with building confidence and trust in company management’s full understanding of all of the potential roadblocks and complexities to growth and investment return.
Save Time & Money
Preparing a PPM can be a time-consuming and expensive process. By leveraging professionals with experience with all aspects of the PPM and private company financing process, significant time and money can be saved.