Convertible Note Offering Memorandum

Convertible Note Offering Memorandum team has written, edited or assisted with hundreds of Offering Memorandums for convertible note offerings. Convertible notes a popular method to raise either debt capital. Issuers that are seeking to sell debt securities in the form of convertible notes do so for the attractiveness of the securities. The debt will convert at a fixed day normally to equity (ownership).

The Offering Memorandum will outline the terms of the convertible securities offering. For example, if the company is selling convertible notes, the Offering Memorandum will detail the terms of the offering such as the interest rate and maturity date, payment and coupon dates, conversion time tables and more.

Convertible Note Offering Memorandum Writing Assistance

Convertible Notes are attractive for a number of reasons. Here are a few:

  • Getting a fixed interest payment can be a safe way to invest
  • At a fixed point, the notes will convert to equity, giving one ownership
  • You, as the investor, may often decide when to convert the securities to equity.

Private Placement of Convertible Notes

Convertible note offerings is often used in the private placement market to raise debt capital. The most common form of any document used to raise capital under convertible is the note Offering Memorandum, which will detail the private placement terms. Private placements of convertible securities are common in the US and abroad.

Public Placement of Convertible

Often companies that are listed publicly may initiate a private offering of convertible notes to raise debt capital by selling securities.

Offering Memorandum for Issuers of Convertible Notes

For issuers considering selling convertible notes, to investors a well-tailored and written Offering Memorandum is mandatory, particularly for those seeking serious investors. A Offering Memorandum offering document can add value to your offering by showing investors you are serious about raising money. In addition, it is essentially a requirement for any issuer that wants to raise debt or equity capital under convertible to hand investors a Offering Memorandum. The Offering Memorandum will educate the investors and allow them to decide if the offer merits deeper thought or an investment. The document itself should tell the company story, both the product offerings and the securities being offered in detail, including the team behind the company, the terms of the securities, such as convertible securities and more. Attached to any Offering Memorandum is the subscription agreement, which is the “contract” between the issuer and the investor. Once signed the investor would then send in his/her money for the securities.

The Offering Memorandum should be viewed by the issuer as an opportunity not to be wasted. In other words, the Offering Memorandum is the story of the company and will be the single most important document used to raise capital from investors. Without such a formal document, it is unlikely a company will raise capital, let alone be taken seriously by those that invest in convertible securities.

What Can Do

For startups or established companies or funds seeking to raise capital via a formal convertible offering, securities regulators worldwide, as well as investors in a private offering require the Issuer to submit a professional preliminary red herring Offering Memorandum offering document. The team of consultants and attorneys can assist with the writing and drafting of your Offering Memorandum for financing and other securities offering documents. Whether you are conducting a private or public offering for debt or equity issuance, our team can ensure that your Offering Memorandum is structured to conform with both local regulatory and global standards to maximize success during your capital formation needs. The team of consultants and attorneys can assist with the writing and drafting of your company’s red herring preliminary Offering Memorandum or other offering documents. Whether you are conducting a private or public offering for debt or equity issuance, our team can ensure that your Offering Memorandum is structured to maximize success.

Here are the (7) basic steps regarding our process:

  1. team conducts the initial analysis of your company.
  2. We will recommend the best course of action, taking into consideration time frame, budgets and overall needs.
  3. We undertake all work and begin the process. This would include the drafting of the Offering Memorandum or any other document such as the offering memorandum, or legal agreements from our attorneys.
  4. We send the documents to you for review.
  5. Once approved, and if you need, an attorney opinion letter can be included in the paperwork.
  6. If you require filing or registration with various agencies we will undertake as well.
  7. We are a start-to-finish firm and our number one goal is the successful growth of our clients. can assist with your convertible campaign as well as with your debt financing private placement needs. We are the world leading firm that specializes in public and private Offering Memorandum writing and general business and legal document writing services.

Our team at has years of experience writing Offering Memorandum for hundreds of varying industries and businesses for convertible notes. We work one on one with our clients during the Offering Memorandum drafting process and take it upon ourselves – in almost obligatory fashion –  to assist our clients with their quest for growth once our services our complete.

If you are considering raising capital and the offering memorandum Offering Memorandum written feel free to reach out to us.

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