Investment Offering Documents Explained: Operating Agreements, PPMs, Subscription Agreements and More

Raise the Bar · Jul 8, 2026 · 1h 12m

Before investing in a syndication, fund, or private placement,

you may be handed more than 100 pages of legal documents.

But what are those documents actually telling you,

and what should you be looking for before you sign?

In this session of the Alternative Investing Mastery Series, Patrick Grimes is joined by securities attorneys and capital-raising professionals Seth Bradley, Bethany LaFlam, and Jillian Sidoti

to break down the documents behind private investment opportunities and explain how passive investors can evaluate them more effectively.

The discussion covers the key documents…