Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Preliminary Offering Memorandum
"I need a Preliminary Offering Memorandum for a Series B fundraising round for my UK-based fintech company, targeting institutional investors in Europe and Asia, with an expected offering size of £50 million to be completed by March 2025."
1. Important Notice: Disclaimers, jurisdictional restrictions, and regulatory statements required under FSMA and other applicable regulations
2. Summary: Key information about the offering, issuer, and securities as required by UK Prospectus Regulation Rules
3. Risk Factors: Detailed disclosure of material risks relating to the business, industry, and securities
4. Use of Proceeds: Intended application of funds raised from the offering
5. Business Description: Detailed overview of the company's operations, strategy, and market position
6. Management Discussion and Analysis: Analysis of financial condition and results of operations
7. Management and Corporate Governance: Information about directors, senior management, and governance structures
1. Industry Overview: Detailed market analysis and competitive positioning - include when industry context is crucial for investment decision
2. Related Party Transactions: Disclosure of material transactions with related parties - include when significant related party transactions exist
3. Tax Considerations: Overview of relevant tax implications - include when tax matters are material to the investment decision
4. Regulatory Framework: Detailed analysis of applicable regulations - include when the company operates in a heavily regulated industry
1. Financial Statements: Historical audited financial statements and interim financial information
2. Terms and Conditions of the Securities: Detailed terms governing the offered securities
3. Subscription and Sale: Details of the offering process and selling restrictions
4. Legal and Regulatory Information: Additional legal disclosures and regulatory compliance information
5. Form of Securities: Specimen form of the securities being offered, if applicable
Authors
Find the exact document you need
Tender Offer Memorandum
An England & Wales document detailing terms for a company's securities repurchase or restructuring offer.
Real Estate Fund Offering Memorandum
An England & Wales legal document detailing a real estate fund's investment terms and compliance for potential investors.
Private Placement Memorandum For Film Projects
An England & Wales legal document outlining private investment terms for film projects under financial regulations.
Private Offering Memorandum
An England & Wales legal document detailing private securities offering terms and compliance for capital raising.
Preliminary Offering Memorandum
An England & Wales document detailing preliminary terms and disclosures for private securities placements.
Preliminary Investment Memorandum
An England & Wales document introducing investment opportunities, complying with financial promotion and disclosure regulations.
Multifamily Private Placement Memorandum
An England & Wales legal document detailing multifamily investment terms for sophisticated private investors.
Hedge Fund Private Placement Memorandum
An England & Wales legal document detailing hedge fund investment terms and compliance requirements for potential investors.
Hedge Fund Offering Memorandum
An England & Wales legal document detailing hedge fund strategies, risks, and compliance for investor transparency and protection.
Confidential Private Placement Memorandum
A legal document in England & Wales verifying a babysitter's credentials and experience for childcare purposes.
Confidential Private Offering Memorandum
An England & Wales document verifying financial details for transactions, ensuring compliance with regulatory standards.
Confidential Investment Memorandum
An England & Wales academic reference assessing student achievements for educational or professional opportunities.
Commercial Paper Offering Memorandum
An England & Wales document evaluating academic performance for university or scholarship applications.
Bond Memorandum
An England & Wales document assessing academic performance for educational or professional advancement.
Bond Offering Memorandum
A legal document under English and Welsh law that provides comprehensive information about a bond offering to potential investors.
Investment Memorandum Private Equity
A regulated document under English and Welsh law that presents private equity investment opportunities to potential investors, outlining key business and financial information.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.