tiktok³ÉÈ˰æ

Offering Memorandum Private Equity Template for Australia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Offering Memorandum Private Equity

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Offering Memorandum Private Equity

"I need a Private Equity Offering Memorandum for an AUD 500 million infrastructure-focused fund launching in March 2025, targeting Australian superannuation funds and institutional investors, with specific provisions for ESG compliance and co-investment rights."

Document background
The Offering Memorandum Private Equity is a crucial document used in the Australian private equity market for raising capital from sophisticated and wholesale investors. It serves as the primary disclosure document for potential investors, providing comprehensive information about the investment opportunity while ensuring compliance with Australian securities regulations. The document is typically used when establishing a new private equity fund or launching a new investment vehicle, and must adhere to specific requirements under the Corporations Act 2001 and ASIC guidelines. It includes detailed sections covering fund structure, investment strategy, management expertise, risk factors, and terms of investment, while incorporating necessary regulatory disclosures and investor protection measures specific to the Australian jurisdiction. The document is essential for private equity firms seeking to raise capital in Australia and must be carefully drafted to meet both legal requirements and investor expectations.
Suggested Sections

1. Important Information and Disclaimers: Legal disclaimers, regulatory notices, and distribution restrictions

2. Executive Summary: Overview of the investment opportunity, key terms, and highlights

3. Fund Overview: Detailed description of the fund structure, objectives, and strategy

4. Investment Strategy: Comprehensive outline of investment approach, target sectors, and investment criteria

5. Management Team: Biographies and track record of key investment professionals and advisors

6. Track Record: Historical performance data and case studies of relevant investments

7. Terms of the Offering: Detailed terms including minimum investment, fees, and key economic provisions

8. Risk Factors: Comprehensive discussion of investment, market, regulatory, and other risks

9. Legal and Regulatory Matters: Overview of relevant legal framework and regulatory considerations

10. Tax Considerations: Summary of key tax implications for investors

11. Subscription Process: Instructions and requirements for participating in the offering

Optional Sections

1. ESG Policy: Environmental, Social, and Governance policies and implementation - included when the fund has specific ESG focus or requirements

2. Co-Investment Rights: Terms and procedures for co-investment opportunities - included when co-investment rights are offered

3. Key Man Provisions: Details of key personnel commitments and consequences of their departure - included for funds heavily dependent on specific individuals

4. FATCA Compliance: Foreign Account Tax Compliance Act details - included when targeting US investors

5. Borrowing Policy: Details of leverage strategy and limitations - included when the fund may use leverage

6. Conflicts of Interest Policy: Detailed procedures for handling potential conflicts - included when complex relationships exist with other funds/entities

7. Secondary Transfer Provisions: Procedures for transferring interests - included when secondary trading is permitted

Suggested Schedules

1. Subscription Agreement: Legal agreement and forms for subscribing to the fund

2. Limited Partnership Agreement: Full text of the partnership agreement governing the fund

3. Investment Advisory Agreement: Agreement between the fund and its investment advisor

4. Due Diligence Questionnaire: Detailed questionnaire for investor qualification

5. Financial Statements: Historical financial statements and projections if applicable

6. Legal Opinions: Relevant legal opinions from fund counsel

7. ASIC Filings: Copies of relevant regulatory filings

8. Tax Opinion: Detailed tax analysis and considerations

9. Administrator Agreement: Agreement with the fund administrator

10. Custodian Agreement: Agreement with the fund custodian if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions












































































Clauses















































Relevant Industries

Financial Services

Investment Management

Private Equity

Venture Capital

Asset Management

Professional Services

Banking

Corporate Finance

Real Estate

Infrastructure

Technology

Healthcare

Manufacturing

Consumer Goods

Energy

Natural Resources

Relevant Teams

Legal

Compliance

Investment

Risk Management

Finance

Operations

Investor Relations

Due Diligence

Portfolio Management

Administration

Executive Management

Research

Business Development

Corporate Governance

Relevant Roles

Chief Investment Officer

Managing Partner

Investment Director

Fund Manager

Legal Counsel

Compliance Officer

Chief Financial Officer

Investment Analyst

Due Diligence Officer

Risk Manager

Portfolio Manager

Investor Relations Manager

Chief Operating Officer

Investment Committee Member

Managing Director

Partner

Associate

General Counsel

Chief Compliance Officer

Fund Administrator

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Product Placement Memorandum

An Australian-law governed agreement setting out terms and conditions for product placement in media content, ensuring compliance with local advertising and consumer protection regulations.

find out more

Confidential Offering Memorandum

An Australian-compliant confidential document used for private capital raising, containing detailed company and investment information while maintaining information security.

find out more

Real Estate Investment Offering Memorandum

An Australian-compliant offering document that presents a real estate investment opportunity, including property details, investment terms, and risk factors for potential investors.

find out more

Tender Offer Memorandum

An Australian-law governed document outlining terms and procedures for a tender offer to purchase securities from existing security holders.

find out more

Private Offering Memorandum

An Australian legal document used for private capital raising, providing comprehensive investment information to sophisticated and wholesale investors under Section 708 of the Corporations Act.

find out more

Preliminary Investment Memorandum

An Australian-compliant preliminary document providing key information about an investment opportunity to potential investors, serving as an initial marketing and evaluation tool.

find out more

Confidential Private Placement Memorandum

An Australian-compliant confidential document for private capital raising, used to present investment opportunities to sophisticated and wholesale investors.

find out more

Confidential Private Offering Memorandum

An Australian private placement document for offering securities to sophisticated investors, containing confidential business and investment information while complying with local securities laws.

find out more

Bond Memorandum

An Australian-law governed offering document that provides comprehensive information about a bond issuance, including terms, issuer details, and regulatory disclosures.

find out more

Commercial Real Estate Offering Memorandum

An Australian-compliant offering document that presents comprehensive information about a commercial real estate investment opportunity, including property details, financials, and investment terms.

find out more

Offering Memorandum Private Equity

An Australian-compliant private placement document for private equity fund offerings, designed for sophisticated investors under Australian securities laws.

find out more

Bond Offering Memorandum

An Australian-law governed disclosure document outlining the terms, conditions, and material information for a bond offering, ensuring compliance with Australian securities regulations.

find out more

Investment Memorandum Private Equity

An Australian-compliant private equity offering document that details investment opportunities and terms for sophisticated investors under local securities laws.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

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.