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Private Placement Memorandum (PPM)

Introduction into what a PPM is, what it contains, and how to generate one on PaperOS. 

A Private Placement Memorandum (PPM) is the disclosure document that a fund or SPV gives to their prospective investors. It describes the offering, strategy, terms, managers, and the potential risks so that investors can make an informed decision and the offering stays within the securities exemptions.

A PPM typically covers the offering terms, such as the amount raised, minimums, and fees. It also covers the investment strategy, use of proceeds, management teams, governance, risk factors, potential conflicts of interest, subscription procedures, and investor eligibility. 

On the PaperOS platform, the PPM is generated alongside your fund offering document through the fund offering offering documents (such as the LPA). 

Access this document through the fund offering documents workflow

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