PPM Fact Sheet Example or Template

searcher profile

October 26, 2023

by a searcher from The University of Michigan - Stephen M. Ross School of Business in Miami, FL, USA

Fellow Searchers,

I recently learned that some searchers use PPM Fact Sheet (1-page summary) when engaging with investors - in addition to PPM or prior to sharing a full PPM.

Could anyone share a template/example of PPM Fact Sheet or provide details on what's usually included in there?

Much appreciated,
Ada

2
3
115
Replies
3
commentor profile
Reply by a searcher
from Dartmouth College in Huntington Beach, CA, USA
Not exactly a 'fact sheet', but I included an executive summary at the front that basically covers what the PPM does in a quick summary. The four categories of fast-facts: name and basics, principal overview, financial information, and search strategy. Each category had 5-10 one-line pieces of info. What exactly goes in could probably vary based on what the searcher wants to showcase/highlight. Hope this helps!
commentor profile
Reply by a searcher
from Harvard University in McLean, VA, USA
Happy to share an example of what Anna described. Feel free to reach out if interested.
commentor profile
+1 more reply.
Join the discussion