Example of PPM

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March 08, 2023

by a searcher from The University of Chicago - Booth School of Business in Minneapolis, MN, USA

Hello All

I have started on a traditional search journey in the Energy Sector and have my thesis ready. I have first draft of the PPM ready buy would really like to compare with some examples and improve from what i have now (based on Stanford example). Let me know if anyone is willing to share one.

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Reply by a searcher
from IESE Business School in London, UK
Hi Ishan, my recommendation would be to take Stanford Primer PPM template and populate based on your specific search situation. It has all the key sections and provides great guidance about things to think of. Some searchers also do powerpoint deck for call discussions, but it is up to your preference. Doing thorough research while working on the document will massively help you to streamline your search.
Kindly note that you should add legal disclaimer at the start of PPM - ask your legal support for this one to follow rules of getting in touch with qualified investors in your country.
Good luck with fundraising!
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Reply by a searcher
from INSEAD in Dubai - United Arab Emirates
Thanks ^redacted‌ for the tag. ^redacted‌ I am also just done with the first draft of my PPM. Happy to swap notes if you think that might be helpful. Will send you an email.
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