Offering Memorandum Templates

While the business plan is meant to grab the initial attention of the investor or funding source, the Offering Memorandum is meant to spell out the down and dirty details of the venture so that you are protected from lawsuits down the road, while simultaneously exposing the various ins and outs of your venture to give a ‘reality check’ to the investor before they hand over the cash. A good offering memorandum template such as ours ensure those details are cared for.

The offering memorandum or offering circular, needs to be powerful yet very compact without the redundancies of using space to say the same things over and over again to pull the investors attention from the negative to the potential profit margins or management’s impressive pedigree. With all this said, yes it’s true the offering memorandum is one of the parts of a Private Placement Memorandum (PPM) that spells out the technical aspects of the enterprise with a focus on inherent risk of investing. However, this can be done in a balanced way to also demonstrate the positive aspects of your venture by giving solid descriptions of your management team and, already in place, distribution centers and contracts in place ready for capitalization. In this respect the offering memorandum template uses excerpts from the company’s business plan.

When authoring the offering circular, always demonstrate the risks with a well balanced demonstration of the system in place to overcome these risks and dominate your market niche. When your offering memorandum consultant or attorney is asking you for details on everything from business location to management, from dividends to risk details, you need to make sure that this information is complete and accurate.

 

Offering Memorandum Templates                               

 

Presentation & Reports Templates