Any advice for what works well in a PPM (and what doesn't)?

by a searcher from The University of North Carolina at Chapel Hill - Kenan-Flagler Business School

4 years ago

Starting the drafting of my PPM and I'm curious what everyone's experience has been with that process.  Are there things that have been very effective to be included or, conversely, things that have been included that have found to be not effective or unnecessary?  I've seen a couple examples (ex. the Stanford one) but am curious what real world experience has been.  Some initial feedback has been that the search fund process isn't as necessary at detail, but more detail into my personal experience and background is.  Additionally, if anyone is willing to share theirs, I'd love to see a couple.  Thanks in advance for any feedback!

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6 comments

searcher from Westminster College of Salt Lake City

Yes! Totally agree. Few will read the PPM, you have to have a pitch deck (no more than 25-pages) & a tear-sheet (one-pager). Combined with 3-yrs. historical financials & 3-yrs projected, this should make up your collateral package. However, I actually believe video will one day replace pitch decks. But we aren't there yet.

4 years ago | like reply | 0 likes

searcher from The University of Chicago - Booth School of Business

In-line with Caleb's comment, the advice I received from searchers was to follow the same general format/template as others. I've found it useful to have a teaser deck that summarizes the important parts of the PPM in a more digestible format. Everyone I've given the choice to has asked for the short version.

4 years ago | like reply | 0 likes

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