Project portfolio management

Private Placement Memorandum

Automating PPM Due Diligence With Intelligent Document Processing

For smarter PPM due diligence, leveraging intelligent document processing can revolutionize your review process and ensure thorough, accurate insights—discover how.

PPM Equity Team
November 8, 2025

Private Placement Equity Markets

Leveraging AI for PPM Analysis: Document Intelligence and Data Extraction

Optimize your PPM analysis with AI-powered document intelligence and data extraction to uncover insights and drive smarter project decisions.

PPM Equity Team
November 7, 2025

Private Placement Memorandum

Updating PPMs for FinCEN’s Beneficial Ownership Reporting Requirements

Laying out essential steps to update your PPMs for FinCEN’s beneficial ownership…

PPM Equity Team
December 4, 2025

Regulatory Compliance & Due Diligence

Navigating CFIUS Reviews for Cross‑Border Fund Investments

A comprehensive guide to navigating CFIUS reviews for cross-border fund investments…

PPM Equity Team
December 3, 2025

Private Placement Memorandum

Outbound Investment Restrictions: Complying With U.S. Controls on Semiconductors and AI

Guidelines on outbound investment restrictions help ensure compliance with U.S.…

PPM Equity Team
December 3, 2025

Private Placement Memorandum

ESG Disclosures in PPMs: Incorporating Environmental, Social, and Governance Risks

Ineffective ESG disclosures in PPMs can undermine investor trust—discover how clear…

PPM Equity Team
December 2, 2025