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Template Price List

Need template documents for raising capital or M&A? We've got you covered! Check out our library of template packages below. Find the one you need and download it in Microsoft Word.

Template Store

Private Equity Offerings

Corporate Equity PPM Package • Rule 504

$84.95

PPM, Subscription Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

Corporate Equity PPM Package • Rule 506(b)

$84.95

PPM, Subscription Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

Corporate Equity PPM Package • Rule 506(c)

$84.95

PPM, Subscription Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

LLC Equity PPM Package • Rule 504

$84.95

PPM, Subscription Agreement, Investor Questionnaire, Operating Agreement, Pitch Deck, Executive Summary, Member Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 

LLC Equity PPM Package • Rule 506(b)

$93.95

PPM, Subscription Agreement, Investor Questionnaire, Operating Agreement, Pitch Deck, Executive Summary, Member Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 

LLC Equity PPM Package • Rule 506(c)

$93.95

PPM, Subscription Agreement, Investor Questionnaire, Operating Agreement, Pitch Deck, Executive Summary, Member Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 


Private Debt Offerings

Corporate Debt PPM Package • Rule 504

$84.95

PPM, Subscription Agreement, Promissory Note, Investor Questionnaire, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

Corporate Debt PPM Package • Rule 506(b)

$84.95

PPM, Subscription Agreement, Promissory Note, Investor Questionnaire, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

Corporate Debt PPM Package • Rule 506(c)

$84.95

PPM, Subscription Agreement, Promissory Note, Investor Questionnaire, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

LLC Debt PPM Package • Rule 504

$93.95

PPM, Subscription Agreement, Promissory Note, Investor Questionnaire, Operating Agreement, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

LLC Debt PPM Package • Rule 506(b)

$93.95

PPM, Subscription Agreement, Promissory Note, Investor Questionnaire, Operating Agreement, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 

LLC Debt PPM Package • Rule 506(c)

$93.95

PPM, Subscription Agreement, Promissory Note, Investor Questionnaire, Operating Agreement, Pitch Deck, Executive Summary, Stock Register, Stock Certificate, Form D, Form U2, Jurisdictional Legends 


Hedge Fund Offerings

Hedge Fund PPM Package • Rule 506(b)

$119.95

PPM, Subscription Agreement, Partnership Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Partner Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 

Hedge Fund PPM Package • Rule 506(c)

$119.95

PPM, Subscription Agreement, Partnership Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Partner Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 


Private Equity Fund Offerings

Private Equity Fund PPM Package • Rule 506(b)

$119.95

PPM, Subscription Agreement, Partnership Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Partner Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 

Private Equity Fund PPM Package • Rule 506(c)

$119.95

PPM, Subscription Agreement, Partnership Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Partner Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 


Real Estate Equity Fund Offerings

Real Estate Equity Fund PPM Package • Rule 506(b)

$109.95

PPM, Subscription Agreement, Operating Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Member Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 

Real Estate Equity Fund PPM Package • Rule 506(c)

$109.95

PPM, Subscription Agreement, Operating Agreement, Investor Questionnaire, Pitch Deck, Executive Summary, Member Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 


LLC Combo Packages - Equity & Debt

LLC Combo PPM Package • Rule 506(b)

$109.95

PPM, Subscription Agreement, Operating Agreement, Promissory Note, Investor Questionnaire, Pitch Deck, Executive Summary, Member Register, Unit Certificate, Form D, Form U2, Jurisdictional Legends 

Products sold by Stapleton Advisors, Inc. are not intended as a substitute for an attorney or CPA. You should consult an attorney, CPA and/or an investment banker before conducting a securities offering.

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vCFO Services in Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Minor Outlying Islands, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, U.S. Virgin Islands, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. We also work with Clients in: The Bahamas, Barbados, Bermuda, British Virgin Islands, Canada, The Cayman Islands, and The Cook Islands. 


The information in this material is not intended as investment, tax or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Links are provided for informational purposes only. The links should not be considered a solicitation, sponsorship, affiliation or endorsement of any third-party website, or the company operating such website. Stapleton Advisors, Inc., has not reviewed the content of any third-party website and is not responsible for the content thereof. No advice may be rendered by Stapleton Advisors, Inc. unless a client service agreement is in place. A portion of this material was provided by Artificial Intelligence Systems. Products sold by Stapleton Advisors, Inc. are not intended as a substitute for an attorney or CPA. You should consult an attorney, CPA and/or an investment banker before conducting a securities offering.



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