Disclosure Standards - PPM Equity

sec disclosure and reporting

Regulatory Compliance & Due Diligence

Navigating the Evolving Regulatory Landscape for Private Equity: SEC Disclosure Reforms and New Reporting Standards

Just as SEC disclosure reforms reshape private equity, understanding these changes is crucial to staying compliant and confident in your strategies.

PPM Equity Team
October 24, 2025

financial projections best practices

Private Placement Memorandum

Preparing Financial Projections in a PPM: Best Practices and Assumptions

Preparing financial projections in a PPM requires prudent assumptions and best…

PPM Equity Team
October 30, 2025

renewable energy private equity

Private Placement Equity Markets

Sector‑Focused Private Equity Funds: Renewable Energy Projects and Climate Policy

Theodore private equity funds targeting renewable energy leverage policy incentives and…

PPM Equity Team
October 30, 2025

customer data verification process

Uncategorized

KYC Verification Process: Collecting and Verifying Personal Customer Data

KYC verification process involves collecting and verifying personal data to prevent…

PPM Equity Team
October 29, 2025

market potential and competitors

Uncategorized

Crafting the Business Overview Section: Presenting the Market Opportunity and Competitive Landscape

Start crafting your business overview by presenting the market opportunity and…

PPM Equity Team
October 29, 2025