How to Build a Distribution List for Your Private Placement Memorandum

Financely
3 min readFeb 25, 2023
Photo by Gilles Lambert on Unsplash

A private placement memorandum (PPM) is a legal document that outlines the details of an investment opportunity.

It is commonly used by companies that want to raise funds from a select group of investors. One of the most crucial elements of a PPM is the distribution list. This list includes the names and contact information of potential investors who may be interested in the investment opportunity.

Building a distribution list for your private placement memorandum requires careful planning and execution.

In this article, we will provide a step-by-step guide on how to build a distribution list that will help you reach the right investors and raise the funds you need.

1. Identify Your Target Audience

The first step in building a distribution list for your private placement memorandum is to identify your target audience.

Who are the investors you want to reach? What are their investment goals?

What type of investment opportunity are you offering, and who is most likely to be interested in it? Answering these questions will help you define your target audience and create a list of potential investors.

2. Use Your Network

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Financely
Financely

Written by Financely

We're a corporate finance advisory firm that helps clients tap into global capital markets to raise funding. Visit financely-group.com.