The short answer is, you can’t. Private placements have no reporting or registration requirements with the SEC or other entities.
Sometimes this can be good for investors who enjoy the discretion. But it can also be a shield for unethical business people who prefer to avoid regulatory oversight.
There is no source for detailed information about private placements unless you personally know a general partner who can describe to you his project, or who comes highly recommended with a lot of references. If an offering seeks to raise over $2 million in the capital in a year’s time, they are obligated under Regulation D to provide audited financial statements to the investors.
Private placements cannot be distributed to the general public – it is a violation of US Security laws. An exception to this rule came about thanks to the JOBS Act of 2012, which says that large offerings can be made via public solicitation and advertisement if only accredited investors are allowed to invest and the private placement firm take due diligence to confirm their accredited investor status.
These advertisements are not subject to the same rules as mutual funds and other investments that are available to non-accredited investors, and, due to court cases that are now used as standards, they are basically able to misrepresent themselves without penalty unless there is any provable intent to defraud investors.
Usually, Private Placement memorandums are numbered and given to you with a number of various disclaimers. You can search the EDGAR database to view all Form D information, which is required for all companies offering private placements under Regulation D.
This really doesn’t give you any important details, however, besides the names of the key people, which you probably already know. If there are unfamiliar names on there, you can do further research. But, again, you won’t be able to find out anything really useful from publicly available information about these arrangements.
A ratio put spread uses multiple put contracts in a certain ratio that makes them start off delta-neutral
403(b) contribution limits are currently the same as 401(k) limits, and are adjusted for inflation at the same rate
SIMPLEs allow higher employee deferrals than most retirement accounts. A of 2015, they are able to defer up to $12,500
The dividend rate is basically just the value of the annual dividend of a company, stated as the monetary value
The Descending Triangle pattern has a horizontal bottom which represents the support level, and a down-sloping top line
Spread has several meanings in finance but the most general usage is between the bid and the ask prices for a security in trading
The High-Low Index is an observation of the number of stocks which hit 52-week highs or lows in the current day
Adjusted EBITDA is a non-GAAP method of making earnings valuations a little more standardized between companies
Return on Assets is an efficiency ratio which quantifies how much profit a company can generate with the assets it has
A maintenance margin is the minimum amount of equity an investor must keep in a brokerage account to cover margin balances