Can anyone share a sample PPM for their self-search fund?

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November 18, 2022

by a searcher from Carnegie Mellon University - Tepper School of Business in Pittsburgh, PA, USA

Hello Everyone,

I am a 2nd yr MBA student at Tepper School of Business and am interested in a sample PPM template or document anyone can share. This template will help me to highlight my own search cost, due-diligence cost etc costs associated with self-funded search.

Appreciate all your help.
Thank you
Raj

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Reply by a searcher
from Utah State University in South Jordan, UT, USA
To confirm what Joe has said: I didn't use a PPM when trying to recruit capital support from investors. I had some basic one pagers that described search funds that I could leave, if necessary. Eventually an investment document was prepared when a deal was under LOI and progressing well through due diligence. That document is then shared with potential investors to recruit the capital.
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from Stanford University in La Mesa, CA, USA
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