PPM Guidance

intern profile

February 12, 2025

by an member from Indian Institute of Technology, Madras in Mumbai, Maharashtra, India

Hello,
Where can I find some PPM templates, formats and examples for a self funded search phase fund?

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Reply by a searcher
from Northwestern University in Chicago, IL, USA
Not sure if you need a PPM if doing self-funded. If you do - definitely recommend the Search Fund Primer by Stanford Business School (free) but I've seen people mention this as well: https://joesteg.gumroad.com/l/ombqg
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Reply by an intermediary
in Austin, TX, USA
I would start with the template from Stanford. Modify the contents for your particular circumstance. It’s best to have a PPM as the security laws require risk disclosure even for exempt offerings.
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