phone icon 888.881.1139 M-F: 6am - 7pm PST · Sat & Sun 9am - 1pm PST
Close
icon-search
Menu Toogle menu

When to use an offering memorandum

  • Checkmark When raising capital from accredited investors
  • Checkmark When offering securities that are exempt from registration
  • Checkmark When disclosing the risks, terms, and conditions of the investment
  • Checkmark When providing a comprehensive overview of the business

Disclose the risks, terms, and conditions of the investment

Throughout the form, we explain all the terms and you will be guided on making the best choices for your offering memorandum.

Close Transaction

Raise Capital from Potential Investors

Attract more funding and accelerate growth by providing potential investors with all the details necessary to make an informed decision.

Business Owner

Provide a Clear Business Overview

Avoid misunderstandings and conflicts with your investors by ensuring that they are provided with a clear picture of your business' operations.

What our customers are saying

How to create an offering memorandum in 3 steps

Business Specialist

1

Gather Information

Begin by collecting basic information about the business, including the company's name, address and website, and when the offering will begin and end. Also, determine if any special or custom clauses need to be added. 

Man Laptop Questions

2

Answer Key Questions

We help you integrate the information you collected into an offering adapted to your company's needs. As you complete our questionnaire, we inform you about your choices at each step and dynamically ask new questions based on your previous answers.

Distribute and Store Questions

3

Review

Always read your document thoroughly to ensure it contains everything you need and is free of errors. In any case, once you finish creating your document, you will be able to alter it as much as you like in Microsoft Word. However, if you do not need to make any changes, you can simply download the PDF version.

icon

Help Guide

Table of contents

Use our offering memorandum (OM) form template to quickly and easily disclose the terms, conditions, and risks of an investment offering between a company and potential investors. By having a clear and detailed OM, you can ensure that your business relationship with potential investors starts with transparency and mutual benefit.

View more arrow down

Everything you need for your legal matters, one click away

You'll get a secure personalized dashboard that stores all of your legal forms. Edit, download, and print your documents at any time from any device.

stars
platform safe

Fast & Easy

Quickly create new documents or business services.

platform safe

Safe & Secure

Your documents and information are always kept private.

platform safe

Reliable & Trustworthy

Over 4,000 five star reviews from our customers.

platform safe

Access Anytime

Everything you need, directly from your dashboard.