Browsing Tag

Investment documents

2 posts
financial projections best practices

Preparing Financial Projections in a PPM: Best Practices and Assumptions

Preparing financial projections in a PPM requires prudent assumptions and best practices to ensure investor confidence and accurate valuation.
disclosure and regulatory differences

Comparing PPMs and Public Offering Prospectuses: Key Differences in Disclosure and Regulation

Learn the key differences between PPMs and public offering prospectuses in disclosure and regulation to better understand investment risks and protections.