Sample PPM for traditional search

professional profile

January 07, 2024

by a professional from University of Toronto in Toronto, ON, Canada

Hi all,

Im beginning the process of raising my first traditional search fund and am looking for sample PPMs that I can use as a reference as I build my own. Does anyone on here have any advice / guiding notes for me?

Also I welcome any other resources you may recommend I should use as reference.

Thanks in advance!

S

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commentor profile
Reply by a searcher
from Yale University in Los Angeles, CA, USA
I recommend any and all of AJ Wasserstein's notes on search funds. You won't find a "PPM how to" in there exactly, but several of his cases and notes touch on PPMs and provide examples in the exhibits. https://som.yale.edu/faculty-research/faculty-directory/j-wasserstein
commentor profile
Reply by a searcher
from University of Verona in 36100 Vicenza VI, Italia
I read in other posts that Stanford University gives a very good starting point, and a lot of people were happy with it. Download the primer at: https://www.gsb.stanford.edu/experience/about/centers-institutes/ces/research/search-funds
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