I will draft a private placement memorandum ppm for your investment fund

United States

I speak English

Licensed US Attorney Expert Securities PPM Counsel

I am Susannah Kate Martin, a licensed US Attorney (BAR ID: 66914) specializing in securities, corporate finance, and private equity. Raising capital requires strict adherence to state and federal secu...
About this Gig

Structuring an investment fundwhether a Venture Capital fund, a Hedge Fund, a Private Equity firm, or a Real Estate Syndicationis vastly more complex than a standard corporate raise. It requires intricate knowledge of the Investment Company Act of 1940 and the Investment Advisers Act.


As a licensed US Attorney (BAR ID: 66914), I construct sophisticated fund documents that accurately reflect your investment thesis, fee structures, and profit distributions (waterfalls).


Your Fund PPM will comprehensively detail:

  • Fund Strategy, Objective & Investment Criteria
  • Management Fees, Carried Interest & Hurdle Rates
  • General Partner (GP) and Limited Partner (LP) Dynamics
  • Complex Fund Risk Factors (Market, Liquidity, Tax)
  • Exemptions under Section 3(c)(1) or 3(c)(7)
  • Capital Call Mechanics & Default Provisions


Institutional and high-net-worth investors expect institutional-grade legal documents. I will provide you with a rigorously drafted PPM that builds trust, passes due diligence, and keeps your fund fully compliant.

Field of law:

Finance

Target country:

Worldwide

Document type:

Privacy policy

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Non-disclosure agreement (NDA)

Agreement type:

NDA

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Service agreement

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Operating agreement

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