PPMWizard

Reg D Drafting, Simplified · 506(b) & 506(c)

Private Placement
Memorandums,
drafted in an afternoon.

An attorney-ready PPM your counsel redlines instead of rebuilds. PPMWizard walks you through every section of a Reg D 506(b) or 506(c) offering — sponsor, waterfall, risk factors, subscription — so you skip the $5,000–$15,000 attorney first‑draft and hand counsel a document they can redline in a few billable hours.

New to this? A PPM is the legal disclosure you must give investors before raising private capital — even on your first raise. You draft it here; your securities attorney reviews it before you issue.

Browse sample offerings

Free to draft · $249 per finished PPM · or subscribe for unlimited · no card to start

Sample cover · View all samples

Built for Reg D 506(b) and 506(c) — sponsors, fund managers & operators

Free to startNo credit card requiredAttorney-review ready

Built on the same Regulation D framework securities attorneys use — then reviewed by yours before you issue. PPMWizard is a drafting tool, not a law firm, and your offering data stays private to your account.

506(b) & 506(c)

Built on the same Regulation D exemptions your securities counsel files under

8 asset classes

Real estate, funds, oil & gas, private credit, venture SPVs, farmland & more

Attorney-reviewed

Every PPM is built for your counsel to redline and approve before you issue

Selectable-text PDF

Adobe-friendly output your investors and counsel can search and copy — never a scan

Section I · The Cost of Doing It the Old Way

The old way costs you weeks and $5,000 minimum.

Every sponsor, fund manager, or operator raising under Reg D faces the same bill: a long legal engagement, or a stack of static Word templates with no guidance. PPMWizard is the first path that respects your time and your counsel’s.

Without PPMWizard

$5,000 – $15,000 for a blank-page attorney draft

Securities counsel bills hourly to assemble a document you could draft 80% of yourself.

4 – 6 weeks of back-and-forth with counsel

Your raise timeline slips while you wait on redlines, stakeholder review, and revisions.

$497 – $1,997 Word templates

Static docs. No waterfall math, no guided flow, no tuning to your asset class or exemption.

No built-in distribution waterfall

You manually compute preferred returns, catch-ups, and promote splits — and hope the math matches your LP model.

With PPMWizard

$199/month — unlimited PPMs

One flat subscription drafts every deal. No per-PPM fees, no legal-project scoping.

Attorney-ready draft in an afternoon

Walk the wizard once, export PDF, send to counsel. Most reviews take a handful of hours.

Guided flow tuned to 506(b) / 506(c)

Exemption-aware disclosure language, verification steps, and solicitation rules baked in.

Built-in waterfall + 16-risk library

Preferred returns, promote splits, and a curated risk-factor library — all editable, all tied to your numbers.

PPMWizard is a drafting tool only — not a law firm or broker-dealer. A qualified securities attorney must review every PPM before you issue it to investors.

PPMWizard vs. a securities-attorney first draft

You still use your attorney. You just stop paying them to type.

Attorney from scratch
With PPMWizard
Time to first usable draft
Four to six weeks
An afternoon in the wizard
Cost of the first draft
$5,000–$15,000 from a blank page
$249 once (or $199/mo) + your counsel’s review hours
Your next deal
A new hourly engagement
Clone and re-run — no extra drafting cost
See the full attorney comparison

Section II · Offering Structures

Every PPM is a 506(b), 506(c), or a fund.

Pick your exemption and the wizard adapts — from solicitation rules and investor qualification language to cover-page disclaimers and subscription mechanics.

Rule 506(b) Offering

Friends, family, and pre-existing relationships.

  • No general solicitation — private outreach only
  • Up to 35 sophisticated non-accredited investors
  • Works for real estate, business buyouts, family-office rollups

Rule 506(c) Offering

Accredited-only. You can advertise.

  • General solicitation allowed — website, social, ads
  • Accredited investors only; verification required
  • Favored for oil & gas, venture SPVs, and private credit

Fund / Portfolio PPM

Multi-asset funds, rollups, and blind pools.

  • Portfolio-level risk factor library
  • Multi-asset use-of-proceeds builder
  • Works for RE funds, credit funds, VC funds, energy partnerships

Attorney review required before issuance

Section III · Coverage

Tuned to every asset class.

Asset-class-specific disclosure language, projections formats, and risk-factor libraries. Your PPM reads like it was written for the deal — not a generic placeholder.

Real Estate Syndications

Multifamily, industrial, retail, hospitality, self-storage, MHP, mixed-use, net-lease, and land. The original vertical — with the most preconfigured tuning.

Business M&A / Rollups

Search funds, owner-operator buyouts, SaaS tuck-ins, service-business rollups. Sponsor bios, deal thesis, and promote structures tuned for operating companies.

Oil & Gas Partnerships

Working-interest programs, mineral rights, royalty partnerships, drilling funds. Payout-accounting language, depletion allowance disclosures, and commodity-risk factors.

Private Credit / Debt Funds

Mortgage funds, bridge-loan vehicles, asset-backed credit, mezzanine funds. Target-yield language, borrower concentration disclosures, and draw-period mechanics.

Real Estate — Sub-vertical tuning

For real estate, specific property-type tuning

Ten asset classes with preconfigured rent-roll formats, pro formas, and risk factor language.

MultifamilyOffice / MedicalRetailIndustrialHospitalitySelf-StorageMobile Home ParksMixed-UseLandNet Lease

Section IV · Inside the Document

Everything inside a professional PPM.

A complete offering document — cover through subscription process — not a single cover page with placeholder text.

Attorney-friendly disclaimers

Every section includes standard Reg D disclosure language, risk warnings, and forward-looking-statement caveats your counsel expects — tuned to your exemption and asset class.

Distribution waterfall calculator

Configure preferred returns, catch-up provisions, promote splits, and IRR hurdles. The waterfall math and sensitivity tables populate automatically.

16-risk factor library

A vetted library of illiquidity, sponsor-reliance, macro, construction, commodity, and tax risks — plus a custom-risk builder for deal-specific disclosures.

Pro forma & projections

Unit-mix, rent roll, and 5–10-year cash flow for real estate; EBITDA build-ups and debt-service coverage for operating-company deals. No spreadsheet gymnastics.

Subscription-process builder

Walk investors through accreditation, wire instructions, subscription agreement, and K-1 expectations — all tuned to your exemption.

Branded cover themes

Swap between Navy, Forest, and Crimson cover themes. Drop in your sponsor logo and colors — the document refreshes instantly across every page.

Attorney review required before issuance

Section V · Built for Repeat Issuers

Write one PPM. Raise for every deal.

PPMWizard is built for sponsors, fund managers, and operators who raise more than one deal a year. Reuse sponsor bios, waterfall templates, and risk-factor libraries across offerings so your third PPM takes a fraction of the time of your first.

Guided section flow — cover, executive summary, sponsor, property or target, market, projections, waterfall, risks, subscription process.

Distribution waterfall with preferred return, catch-up, promote, and sensitivity — matching your LP model.

Exemption-aware disclosure language for 506(b) (no solicitation) or 506(c) (accredited verification).

Three cover themes, sponsor branding, and a print-tuned PDF export — all counsel-redline-friendly.

Start your first PPM

Attorney review required before issuance

Section VI · Terms of Engagement

Pay once per deal, or subscribe if you raise often.

Draft free, forever. Export one PPM for a flat $249 — no subscription — or go unlimited with Pro. Every export includes the clean PDF, Excel model, Form D, and investor questionnaire.

Free

$0forever

Draft + preview, anytime

  • Full guided wizard (cover → subscription process)
  • All sample offerings
  • Up to 3 drafts
  • Distribution-waterfall calculator
  • Risk factor library + custom risks
  • On-screen preview (with DRAFT watermark)
  • Download clean PDF (no watermark)Pro
  • Export Excel underwriting modelPro
  • Form D pre-fill (PDF)Pro
  • Investor questionnaire exportPro
  • Priority email supportPro
Start your first PPM

Single PPM

One-and-done

$249once

One document · no subscription

  • Full guided wizard + all samples
  • All four exports for ONE PPM
  • Clean PDF — no watermark
  • Excel model · Form D · investor questionnaire
  • No subscription, no recurring bill
  • Upgrade to Pro anytime for more deals
Start your first PPM

Pro Monthly

$199/month

Unlimited exports · cancel anytime

  • Full guided wizard (cover → subscription process)
  • All sample offerings
  • Unlimited drafts
  • Distribution-waterfall calculator
  • Risk factor library + custom risks
  • On-screen preview (with DRAFT watermark)
  • Download clean PDF (no watermark)
  • Export Excel underwriting model
  • Form D pre-fill (PDF)
  • Investor questionnaire export
  • Priority email support
Subscribe monthly

Pro Annual

Save $398

$1,990/year

Billed yearly · $165 / mo equivalent

  • Full guided wizard (cover → subscription process)
  • All sample offerings
  • Unlimited drafts
  • Distribution-waterfall calculator
  • Risk factor library + custom risks
  • On-screen preview (with DRAFT watermark)
  • Download clean PDF (no watermark)
  • Export Excel underwriting model
  • Form D pre-fill (PDF)
  • Investor questionnaire export
  • Priority email support
Subscribe annually

Every PPM must be reviewed by a qualified securities attorney before issuance. Need multi-user or enterprise pricing? Contact sales.

See how we compare

vs PPMFastvs Securities Attorneyvs DIY Word Template

Section VII · Correspondence

Common questions from sponsors & fund managers

Short answers to the questions issuers ask before their first PPMWizard draft.

  • Create up to 3 drafts, walk through every wizard step, browse all samples, and preview your rendered PPM on-screen. Exporting — PDF, Excel model, Form D, investor questionnaire — unlocks either with a one-time $249 purchase for a single PPM or a Pro subscription ($199/mo or $1,990/yr) for unlimited PPMs. The preview includes a diagonal "DRAFT — Do Not Distribute" watermark so you can self-review or share with co-sponsors before you pay.

Reminder — Attorney review required before issuance

Colophon · Next Steps

Your next PPM could be ready before your attorney’s next billable hour.

Sign up free. Walk the wizard. Preview your draft. Subscribe when you’re ready to send clean exports to counsel — no credit card required to start.

Browse sample PPMs

Drafting tool only — not a law firm or broker-dealer