Case Study 12
Writing the PPM for the launch of investment fund
Production of a private placement memorandum to support fundraising and launch of a new fund for a London based investment firm
London based investment fund
Produce a Private Placement Memorandum (PPM) to be used in support of fundraising for a newly launched investment fund.
The consultant worked with two senior members of the client team to design and produce a final PPM for distribution to potential investors. The consultant originated a significant part of the content used in the PPM and co-ordinated inputs from other contributors including a designer and the client’s law firm. The consultant was also responsible for keeping records and references for the client’s law firm to complete verification work.
A final PPM was created, designed and produced. 200 copies were printed and used for successful fundraising.
Production of the PPM was effectively ‘outsourced’ with the consultant delivering a finished product under budget and ahead of the agreed deadline.
The project was scoped, priced and executed within ten weeks. The consultant was based in the client’s office for the duration of the project.