Ventureplans™, your dream starts with us.

Private Placement Offering Memorandum Services

Ventureplans™ private placement offering memorandum services (PPMs) disclose everything the investors need to know
to make an informed investment decision prior to investing in your Regulation D Offering.

Private Placement Offering Memorandum Services

Answer these questions so we can better help you with your Business objectives

What phase is your business in?

Question 1 / 2


A private placement memorandum, also known as a PPM, is a legal disclosure document provided to prospective investors in a private offering of securities. If you want to raise funds through a private offering (versus a public offering), you will likely need or benefit from a custom private placement memorandum. A seller of stock or securities offers a PPM to prospective investors. A PPM is used specifically in “private” transactions, i.e. when the securities sold are unregistered with the Security and Exchange Commission (SEC) or under other applicable federal or state law by using an exemption from registration.

Ventureplans™ PPMs detail the investment opportunity, disclaim legal liabilities and explain the risk of losses. Ventureplans™ PPM experts help investors understand both the value and risk inherent in a business, as well as other important features of a company such as the profiles of its management team or the investment structure. It’s important (and beneficial) for a company to be as transparent as possible in the PPM. For example, if a company has declared bankruptcy, the PPM should disclose this. Sophisticated investors understand that all early-stage and private capital raising comes with a high degree of risk, and they are used to and expect such disclosures. It is much better to disclose full risk profiles and potential liabilities upfront than to have them surface down the line, potentially resulting in a federal fraud charge or private lawsuit. Contact us at 8555-VENTURE or schedule a consultation to learn more.


PPM's serve as comprehensive documents for critical information such as risk factors, fees, investment criteria, and other pertinent details associated with an investment.

Learn how PPM's are used

in "private" transactions






With decades of cumulative experience, we are uniquely qualified across a range of industries.



Ivy-league trained management consultants, seasoned legal consultants, certified valuators and analysts.


Data-driven Analytics

Insights and recommendations based on qualitative and quantitative metric.



By top Fortune 500 CEO's nationally and globally.


  • PPM Versus Business Plan
  • PPM Checklist
  • Blue Sky State Filings
  • Form D
  • Financing

Here Is What You Will Get, Call Us Now 8555-VENTURE

Disclosure documents, State Notice Filings (a.k.a. Blue-Sky Filing) for up to 5 U.S. states, FORM D, & Tailored LLC Operating Agreement

Book a Consultation



  • 15+ Years in Operation
  • 4750+ Projects done
  • 3 Offices
  • 650 M Capital Raised


FINRA, CFI Institute, Harvard, Certified Valuators and Analysts.


Custom Business Plans Delivered As Fast As 3 Days.

As seen on


See how we have helped our clients achieve their business objectives.

Venture plans is organized, efficient, and knowledgeable in the cybersecurity and data encryption sector. They helped us prepare for a 15 M capital raise.

Ajay M. - CEO. Seccom LLC

We couldn't find an experienced consulting firm in Oklahoma City at the time with the level of experience we were looking for. When we found Venture Plans, they revamped our entire software development cycles, helped us with our crowdfunding strategy, and offered new insights on our company direction.

Allan H

It is evident that Mr. Dordar and Venture Plans have great achievements on the horizon.

Frank G.

I’m an executive with global master franchising, and I have collaborated internationally with many entrepreneurs. Arleo Dordar is a critical thinker, and accomplished problem solver. He is a driven and trustworthy leader in the private and institutional sectors for financing.

Ted Van Samang - Founder, Franchisepassion

My name is Dr. C, I am a dermatologist in Mill Valley, California. I reached out to venture plans to assist me with a government project targeting a medical technology. Their consultants are very experienced in the health tech space.

Dr. C

VisionVR is the world’s first all-in-one assistive device for the visually impaired, specifically designed for watching television and improving performance on day- to-day tasks. We needed a consulting firm who had experience in the VR space. When we found venture plans they helped improve our business model and provided us with new information in the VR space that helped us remain competitive. Venture plans consultants have experience in e-commerce, Vr technology and financial due diligence.

Zack A

Very talented business analysts, helped us write a very well written tele-health business plan that helped us secure grants.

Nahid A

Excellent diverse range of consultants in multiple industries. They know their work, and provide realistic feedback.

Daniel F

Venture Plans is very experienced in capital raising services pertaining to small to mid cap organizations. They provide the corporate governance that is required for companies to grow. Working with Arleo has been a pleasure, demonstrating with ease his consultancy experience and background in a wide variety of topics including corporate finance and investor profiling. His expertise, solutions-oriented approach, and professionalism are invaluable!

Khong Z

Venture plans is very experienced in SBA financing, we had previously applied for an SBA loan and was unsuccessful. Venture plans helped us prepare carefully and assisted us developing our financials for the raise and to finally obtain financing.

Abdul Z

We have a breakthrough technological product that focuses on packaging and delivery safety. We had no idea that the right way to raise money and draw paying subscribers was by crowdfunding. Venture Plans wrote a particular digital marketing crowdfunding strategy for us that outlined a proper campaign model for us to implement, resulting in a 6-month increase of 2.5 M in combined funding and subscriptions

Bob R. - CEO Big Boring Box

We featured Arleo Dordar on the Beverly Hills House Wives on Bravo to provide direction on our business strategy and deal structure live. Arleo Dordar is experienced in the fashion and Artificial Intelligence space. Venture Plans helped prepare a comprehensive business plan, and guided me and my husband, Mauricio Umansky, on the best possible outcomes to scaling our retail fashion line with our offshore partners Shahida Clayton. Arleo integrated artificial intelligence, cognitive computing, and an eco-friendly model so we can maximize our potential in this highly competitive industry. Grant approvals in the U.S. have been highly competitive, Covid had reduced our income by 50 %, and we needed urgent assistance from an experienced team to advise and provide grant application support.

Kyle Richards, Mauricio Unmansky, and Shahida Clayton

Learn how to draft a PPM


Don't get bogged down by the legalese of a PPM and big law pricing!

Private Placement Memorandum Initial Consultation

Private Placement Memorandum Initial Consultation

Ventureplans™ private placement memorandum (PPM) begins an initial intake interview with you. We’ll ask you about your short- and long-term funding needs, your broader vision and goals for your company, and your business strategy.

From there, we can help to assess whether a private offering is your best option, and if so, under what exemption you should raise capital. We’ll provide you with a detailed overview of the capital-raising process and if you decide to move forward, we’ll work with you to collect the documents and information needed for a PPM.

Private Placement Memorandum Compiling

Private Placement Memorandum Compiling

Compiling is the second step in the PPM drafting process. Each PPM is tailored to the particular business and its offering, but generally includes an introduction to the company.

A complete description of the security offered for sale, a description of the risks involved in investing, a description of the use of proceeds, the terms of the sales, fees, capital structure, historical financial statements, and summary biographies of the management team.

Drafting Private Placement Memorandum, Review & Submission

Drafting Private Placement Memorandum, Review & Submission

Drafting a private placement memorandum requires deep legal expertise to drive the process. After multiple rounds of review, feedback, and ensuring legal accuracy, your PPM will be ready to share with investors.

As deals are confirmed, we can also work with you to file any documents required by the government, including a Form D after investment is secured, with a recurring monthly retainer.


Are you interested in a Private Placement Memorandum?

Click the buy a service button to schedule a consultation


Our Finra and Harvard-accredited industry-specific PPM experts have decades of cumulative experience drafting PPMs that helped entrepreneurs raise millions in capital.

Arleo Dordar

Founder & President

Arleo Dordar is the Founder/CEO, investor, and product architect of Ventureplans™. Arleo is a visionary with a strong leadership background. He has assisted various Fortune 500 companies in scaling, restructuring, organizing, and developing sustainability plans for 4500+ businesses across 150 industries globally, resulting over $100 million dollars in investments. Arleo's expertise is in the implementation of revenue growth, execution, financing and digital transformation. Arleo engages in high-level discussions with startups, small businesses, and enterprise level organizations to gather and analyze big data, understand trends, and proactively deliver insights, recommendations, and drive improvements based on qualitative and quantitative metrics in to enhance operational efficiency, sales, marketing, and branding to achieve financing goals. Arleo is fluent in English and Farsi.

read more

Amaris Olguin

Senior Business Analyst & Lawyer

Harvard and Yale Alumna, Fulbright Scholar, Fluent Spanish speaker, Proficient in Mandarin and in Hindi. Amaris has 8+ years of business experience. She brings deep expertise in business consulting, strategic planning and financial forecasting. As a lawyer, her primary focus is corporate law. Amaris works closely with clients on the development and execution of business strategy. She specializes in writing business plans that have resulted in large investment accomplishments.

read more

John Varley

Corporate Legal Counsel

John Varley is admitted to practice law in California, Including the California Supreme Court, Ninth Circuit Court of Appeals, United States Tax Court, and the US District Courts- Southern, Central, Eastern and Northern Districts of California. In the area of Corporate and Bankruptcy Law, John has personally filed more 2,500 successful cases through the Federal Bankruptcy Court System. John is one of the few attorneys to have trained and certified in the three separate training trips to North Carolina under the preeminent bankruptcy litigator, Oliver Max Gardner. He received his Juris Doctor from Thomas Jefferson School Of Law In 2007. John Varley is a Certified Public Accountant (Delaware) and earned an MBA with emphasis In Finance from San Diego State University In 1989. He received his Bachelor of Arts Degree In Economics from UCLA In 1984. He is a member of Mensa High IQ Society.

read more


Do you have any questions about the private placement memorandum?

What is a private placement memorandum (PPM)?

What is included in a private placement memorandum (PPM)?

How do you file SEC form D?

Ready to talk?

I want to talk to your experts in:

From diagnosis and planning to implementation, we help you take bold steps for your business.