What is the immediate next step after your PPM is ready?

searcher profile

July 20, 2023

by a searcher in Bengaluru, Karnataka, India

Would like to get some inputs from traditional searchers here.

Are you uploading your PPM here on SF and directly sending them to investors (based on your criteria). How are you leveraging other networks such as LinkedIn?

Any/All tips are highly appreciated

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commentor profile
Reply by a searcher
from Concordia University in Milwaukee, WI, USA
^redacted‌ - First I would make sure a trusted investor or business associate reads through it. Get some feedback. Next step, if you haven't already, I would make sure you have an open line of communication with an investor before you send over the PPM. Make sure they know the PPM is coming. To keep the process moving, I would look to get in touch with the investors 1-2 weeks after sending out the PPM to make sure it stays on the top of their priority list.
commentor profile
Reply by a searcher
from The Juilliard School in Seattle, WA, USA
In the past I have used syndication pro as a portal through which investors can sign in, sign the paperwork, and send the funds. It is a robust platform which can track all of the necessary structures and dividends etc. I would recommend checking it out.
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