506(c) PPM Equity LLC

This professionally drafted 506(c) Private Placement Memorandum Sample (PPM Template) for a Regulation D equity offering includes two distinct classes of membership shares and was used in a successful $4 million capital raise. Specifically designed for Limited Liability Companies (LLCs), this real-world PPM facilitated the offering of Class A membership units at $5,000 per unit, making it ideal for entrepreneurs and companies seeking investor capital through general solicitation.

Built for attorneys, founders, and business owners, this PPM is fully editable and comes complete with an Investor Questionnaire and Subscription Agreement, enabling you to create a compliant, investor-ready offering with minimal time and legal expense. The template includes space to insert your business plan (with a sample plan provided), define your offering terms, and structure dual membership classes clearly—perfect for businesses offering both equity and preferred participation.

Whether you’re launching a startup, expanding an operating company, or advising clients on exempt offerings, this PPM Template delivers a compliant framework that aligns with SEC Regulation D Rule 506(c). Simply update the document with your company name, investment terms, and business plan, then have your legal counsel review it for jurisdictional compliance. Most users save $10,000–$40,000 in legal costs while maintaining professional, SEC-ready standards.

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506(c) Highlights:

• Regulation Rule 506(c)
• Can be used in all U.S. States
• General Advertising & Solicitation – (ie. Crowd Funding)
• Accredited Investors only with financial statement
• Raise any amount of capital
• Form D Filing prior to receiving first investment
• Used by LLCs, LPs, S Corps, C Corps, Hedge Funds, Real Estate Funds, Private Equity

Included:

• Operating agreement (Word-19 pages)
• PPM template (Word-43 pages)
• Investor questionnaire (Word)
• Subscription Agreement (Word)
• US state legends (51 states)
• Accredited Investor Representation Letter
• Write a business plan template
• Basic financial projections (excel)
• PPM distribution list (excel)
• Use of proceeds & ownership (excel)
• AML/Patriot Act Certification Letter (Word/Pdf)
• Sample SEC Form D
• Sample Form U-2 Securities Registration Form

Preview Sample Here