Sample PPM for traditional search

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by a professional from University of Toronto
in Toronto, ON, Canada

2yrs ago

Sample PPM for traditional search

Hi all,

Im beginning the process of raising my first traditional search fund and am looking for sample PPMs that I can use as a reference as I build my own. Does anyone on here have any advice / guiding notes for me?

Also I welcome any other resources you may recommend I should use as reference.

Thanks in advance!

S

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reply by a searcher 2yrs ago
from The University of Queensland in Sunshine Coast QLD, Australia

Yale has a good case study that details a prospective searcher, and they include his PPM as an exhibit. It's Sumit Aneja: Getting the Right Investors (Caseredacted) - redacted

reply by a searcher 2yrs ago
from Yale University in Los Angeles, CA, USA

I recommend any and all of AJ Wasserstein's notes on search funds. You won't find a "PPM how to" in there exactly, but several of his cases and notes touch on PPMs and provide examples in the exhibits. redacted