504 PPM Preferred LLC

This sample private placement memorandum 504 Regulation D preferred equity offering with 2 classes of membership shares is an actual offering document used to raise $1 million in exchange for Class ‘A’ preferred membership interests at $10,000 per unit. Simply change the names, insert your business plan (includes this companies plan for ideas) and have your legal counsel review the document – this will save you thousands $$. This document also includes the Investor Questionnaire and Subscription Agreement.


  • Write a business plan template
  • Basic financial projections (excel)
  • PPM distribution list (excel)
  • Use of proceeds & ownership (excel)
  • Operating agreement (Word-19 pages)
  • PPM template (Word-44 pages)
  • Investor questionnaire (Word)
  • Subscription Agreement (Word)

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