Create a bespoke document in minutes, 聽or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Limited Offering Memorandum
"Need to create a Limited Offering Memorandum for my SaaS company's Series B funding round in March 2025, targeting qualified institutional buyers in India with a minimum investment of INR 50 crores, with specific focus on data privacy compliance and cross-border transaction regulations."
1. Important Notice to Investors: Disclaimer and legal notices regarding the confidential nature of the memorandum and investment restrictions
2. Executive Summary: Brief overview of the investment opportunity, company, and key terms of the offering
3. Company Overview: Detailed description of the company, its business model, operations, and market position
4. Investment Highlights: Key reasons for investing and unique value propositions
5. Business Description: Comprehensive information about products/services, revenue model, and growth strategy
6. Market Analysis: Industry overview, market opportunity, and competitive landscape
7. Management Team: Profiles of key executives, directors, and advisors
8. Financial Information: Historical financial statements, projections, and key metrics
9. Terms of the Offering: Detailed description of the securities being offered and their terms
10. Use of Proceeds: Planned allocation of the funds raised
11. Risk Factors: Comprehensive discussion of business, market, and investment risks
12. Subscription Process: Instructions and requirements for participating in the offering
13. Tax Considerations: Overview of relevant tax implications for investors
14. Legal and Regulatory Information: Relevant legal framework and regulatory compliance details
1. Foreign Investment Considerations: Required if the offering is open to foreign investors, detailing FEMA regulations and restrictions
2. Industry Regulations: Include if the company operates in a heavily regulated industry like finance, healthcare, or telecommunications
3. Intellectual Property: Required if IP assets are a significant part of the company's value proposition
4. Environmental, Social and Governance (ESG): Include if targeting investors with ESG mandates or if ESG factors are material to the business
5. Corporate Structure: Include if the company has complex ownership structure or significant subsidiaries
6. Related Party Transactions: Required if there are significant transactions with related parties
7. Dividend Policy: Include if the company has an established dividend policy or specific dividend plans
8. Exit Strategy: Include if there are specific plans for liquidity events or exit opportunities
1. Schedule A - Financial Statements: Detailed historical financial statements and notes
2. Schedule B - Capitalization Table: Pre and post-offering ownership structure
3. Schedule C - Material Contracts: Summaries of key business and operational agreements
4. Schedule D - Corporate Documents: Certificate of incorporation, memorandum of association, articles of association
5. Schedule E - Subscription Agreement: Form of agreement for investing in the offering
6. Schedule F - Management Resumes: Detailed biographical information of key team members
7. Appendix 1 - Market Research Reports: Third-party market research and industry analysis
8. Appendix 2 - Technical Information: Product specifications, technical details, or research data if applicable
9. Appendix 3 - Legal Opinion: Legal opinion on the validity of the offering
10. Appendix 4 - Tax Opinion: Detailed tax implications and structure analysis
Authors
Technology
Financial Services
Healthcare
Manufacturing
Real Estate
Renewable Energy
E-commerce
Infrastructure
Telecommunications
Biotechnology
Education Technology
Retail
Agriculture Technology
Digital Media
Software as a Service
Legal
Finance
Compliance
Corporate Development
Executive Leadership
Investor Relations
Risk Management
Corporate Strategy
Corporate Secretarial
Treasury
Business Development
Chief Executive Officer
Chief Financial Officer
General Counsel
Company Secretary
Investment Banker
Corporate Lawyer
Financial Controller
Compliance Officer
Director of Investor Relations
Managing Director
Board Director
Private Equity Manager
Investment Manager
Risk Manager
Corporate Development Director
Strategy Director
Find the exact document you need
Investment Memorandum (Real Estate)
A comprehensive document outlining a real estate investment opportunity in India, compliant with RERA and SEBI regulations, providing key information for potential investors.
Private Placement Memorandum (Real Estate)
A comprehensive legal document for private real estate investment offerings in India, complying with SEBI, Companies Act, and RERA requirements.
Offering Memorandum (Real Estate)
A comprehensive legal document for real estate investment offerings in India, complying with RERA and SEBI regulations, detailing property information and investment terms.
Private Placement Memorandum Private Equity
A regulatory-compliant offering document for private equity fund raising in India, detailing investment terms, strategy, and risks under Indian securities laws.
Confidential Offering Memorandum
A legally-compliant document under Indian law for private placement of securities, containing confidential company information and offering details for qualified investors.
Tender Offer Memorandum
A regulatory document under Indian law that details the terms and conditions of a tender offer to acquire shares from existing shareholders of a target company.
Real Estate Fund Offering Memorandum
An offering memorandum for a real estate investment fund in India, compliant with SEBI regulations, detailing fund structure, terms, and investment strategy.
Confidential Private Placement Memorandum
An Indian legal document for private securities offerings to select investors, complying with Companies Act and SEBI regulations while maintaining confidentiality.
Confidential Private Offering Memorandum
An Indian law-compliant confidential document for private placement of securities, providing comprehensive information about the investment opportunity to qualified investors.
Confidential Investment Memorandum
A confidential document prepared under Indian law that presents detailed investment opportunity information while complying with SEBI regulations and maintaining appropriate confidentiality provisions.
Commercial Paper Offering Memorandum
An Indian law-governed disclosure document for commercial paper issuance, complying with RBI guidelines and providing essential information for potential investors.
Limited Offering Memorandum
A regulatory-compliant disclosure document for private placement of securities in India, following SEBI guidelines and Companies Act requirements.
Investment Offering Memorandum
A regulatory-compliant document under Indian law that outlines an investment opportunity, including business details, financials, and investment terms.
Offering Memorandum Private Equity
A regulatory-compliant investment offering document used in India for private equity fund raising, providing comprehensive fund information and investment terms under SEBI regulations.
Bond Offering Memorandum
A comprehensive legal document for bond issuance in India, governed by SEBI regulations, detailing offering terms and issuer information for investor decision-making.
Investment Memorandum Private Equity
A regulatory-compliant Indian PE investment memorandum detailing investment opportunity, terms, and required disclosures under SEBI guidelines.
Download our whitepaper on the future of AI in Legal
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 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 拢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.