Question 1

What can I do on the free plan?

Accepted Answer

Create up to 3 drafts, walk through every wizard step, browse all samples, and preview your rendered PPM on-screen. Paid export access includes editable Word and polished PDF drafts, an investor questionnaire, and a Form D pre-fill for applicable Regulation D offerings; real-estate workflows also include an Excel underwriting model. Unlock one PPM for $29 or choose Pro ($49/month) for unlimited exports. The free preview carries a diagonal "DRAFT, Do Not Distribute" watermark.

Question 2

I'm only raising once, do I have to subscribe?

Accepted Answer

No. If you only need one PPM draft, unlock that document's exports for a flat $29 one-time payment, no subscription or recurring bill. You still draft and preview for free first. If you later raise again, subscribe to Pro for unlimited PPMs.

Question 3

How many drafts can I create on the free plan?

Accepted Answer

Up to 3. Unlock one PPM export package for $29 one-time, or subscribe to Pro for unlimited drafts plus all exports. Your existing drafts remain available while your account is active, subject to the Terms and Privacy Policy.

Question 4

Does PPMWizard only work for real estate?

Accepted Answer

No. PPMWizard supports distinct Rule 506(b), Rule 506(c), Rule 504, and Regulation S draft pathways across the eight listed workflows: real estate, business acquisitions, oil & gas, private credit, venture SPVs, VC funds, farmland, and film & entertainment. Real estate has the deepest financial modeling; other workflows provide asset-class questions and structured narrative sections for counsel review.

Question 5

Is PPMWizard a replacement for a securities attorney?

Accepted Answer

No. PPMWizard is a drafting tool only, it is not a law firm, does not give legal advice, and does not act as a broker-dealer. Every PPM you generate must be reviewed by a qualified securities attorney licensed in your jurisdiction before you issue it to investors. Counsel sets the review scope, timing, and fees for your offering.

Question 6

What's the difference between 506(b) and 506(c)?

Accepted Answer

Both are Regulation D exemptions. Rule 506(b) prohibits general solicitation and can permit up to 35 non-accredited purchasers who satisfy the applicable sophistication standard; counsel must approve the offeree process. Rule 506(c) permits general solicitation, but every purchaser must be accredited and the issuer must take reasonable steps to verify accredited status. PPMWizard provides framework-specific starting language for counsel to review; it does not select or validate an exemption for you.

Question 7

Do you file Form D for me?

Accepted Answer

No. For applicable Regulation D offerings, PPMWizard prepares a Form D pre-fill with unresolved filing-time fields flagged for sponsor and counsel review. It does not determine filing obligations, submit the form, or act as a filing service. Confirm the filing and deadline through SEC EDGAR with qualified securities counsel.

Question 8

Can I export to Word?

Accepted Answer

Yes. Every paid export includes a fully editable .docx built from the same PPM content as the live preview and PDF. Your attorney can add comments, redline provisions, and use Track Changes in Microsoft Word. You also receive a polished, selectable-text PDF for final review and distribution after counsel approves it.

Question 9

Which asset classes do you support?

Accepted Answer

Real estate (multifamily, office, retail, industrial, hospitality, self-storage, mobile home parks, mixed-use, land, and net lease), business M&A and rollups, oil & gas partnerships, private credit, venture SPVs, VC funds, farmland, and film & entertainment. The wizard adapts its questions, narrative sections, and suggested risk-factor set to the selected asset class. Fund-of-funds inputs are available in the VC/PE fund workflow.

Question 10

Do you provide an investor portal?

Accepted Answer

No, and we don't plan to. PPMWizard is a document-drafting tool. For investor CRM, subscription workflows, distributions, and K-1 delivery, pair PPMWizard with a dedicated investor-management platform like SyndicationPro, Cash Flow Portal, or Juniper Square. Our output is designed to slot cleanly into their hosted-document workflows.

Question 11

Can my attorney review a PPM before I pay?

Accepted Answer

Yes. Sign up free, walk through the wizard, and share the watermarked on-screen preview with your counsel. No credit card is required to sign up. If counsel approves the structure, pay $29 once to export that PPM or subscribe for unlimited exports. If not, you owe nothing, your draft stays on your account.

Question 12

Where is my offering data stored?

Accepted Answer

Offering access is restricted to your account through database row-level security. We do not sell your offering data or use offering content to train general-purpose AI models. Authorized service providers process data only as described in the Privacy Policy.

Build your private placement memorandum.Keep your deal in view.

Desert Ridge Apartments

Desert Ridge Apartments

Desert Ridge Apartments

From deal notes to a draft you can work with.

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Bring in your attorney

The narrative and the numbers belong together.

Desert Ridge Apartments

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An editable review draft

The applicable supporting work

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Different deals. A familiar process.

Real Estate

Business Acquisition

Oil & Gas

Private Credit

Venture SPV

Venture / Private Equity Fund

Farmland

Film & Entertainment

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