Private Placement Memorandum & Data-Room Setup Service
Private Placement Memorandum & Data-Room Setup
Investors commit capital when information is complete, consistent, and easy to verify. Financely delivers that certainty with a turnkey service: we draft an institutional-grade Private Placement Memorandum (PPM) and assemble a secure virtual data room — ready for road-show distribution in 30 days or less.
Scope of Work
| Module | Main Deliverables |
|---|---|
| Market & Company Section | Sector overview, competitive positioning, management bios, historical financials |
| Transaction Terms | Securities offered, use of proceeds, dividend or coupon mechanics, exit strategy |
| Risk Factors & Compliance | Material risks, regulatory disclosures, legal footnotes vetted by counsel |
| Financial Model Appendix | Three-statement model, sensitivity tables, covenant headroom analysis |
| Virtual Data Room | Folder architecture, access controls, watermarking, Q&A tracker |
End-to-End Process
- Kick-off Call – We align on fundraising target, timeline, and legal counsel.
- Document Harvest – You upload corporate, legal, and financial files to a temporary vault.
- Drafting & Design – Analysts and copy editors craft the PPM; designers brand and paginate.
- Legal Review – Counsel checks compliance language; revisions turned in 48 hours.
- Data-Room Launch – We migrate final documents to a permanent, investor-grade VDR.
- Investor Ready – Secure links and NDA workflow sent to your distribution list.
Why Choose Financely
- Capital-markets language your investors recognize — no generic templates.
- Data-room platforms integrated with DocuSign and Excel online for live Q&A.
- Fixed timeline and flat fee; scope creep controlled by change-order protocol.
- Optional add-ons: teaser, investor deck, and live deal dashboard.
Ready to present a flawless package to investors? Book your PPM and data-room build today.
Start Your PPM ProjectFinancely Group prepares offering materials on a best-efforts basis. Final responsibility for legal compliance rests with the issuer and its counsel. We do not provide securities-law advice.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Trade Finance
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestProject Finance
Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestAcquisitions
Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFor Banks
Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
