Choose your offering
Select your asset class, entity structure, security, and Reg D exemption. The wizard builds the right document path instantly.
Built for Reg D 506(b) and 506(c) offerings
Build your PPM draft.Without the blank page.
PPMWizard turns your offering terms into an attorney-reviewable private placement memorandum, with guided drafting, live document preview, waterfall modeling, and export-ready files in one workflow.
No card required Free to draft and preview Attorney review required
PPM workspace
Keystone HVAC Partners
All changes saved
64% ready
Deal economics/The offering
Shape the acquisition terms
Equity raise
$6,200,000
Acquisition targets
4 businesses
Security type
Preferred units
Reg D exemption
Rule 506(b)
Draft updated across connected sections
Saved just nowSave & continue
506(b) + 506(c)
Exemption-aware drafting
8 asset classes
Deal-specific workflows
Private workspace
Account-level data security
Counsel workflow
Built to review and redline
A guided path from terms to document
A complex legal document, broken into clear decisions.
You bring the deal knowledge. PPMWizard organizes it into the sections, calculations, disclosures, and supporting documents your review team expects.
Answer deal-specific questions
Work through plain-language prompts for your sponsor, economics, waterfall, risks, projections, and subscription process.
Review, export, and send to counsel
Watch the PPM assemble in real time, then export the document and supporting files for securities counsel to review.
One connected workspace
The document and the numbers stay in sync.
Change a term once. PPMWizard carries it through the cover, executive summary, use of proceeds, financial tables, and subscription flow—so your draft reads like one document, not a collection of templates.
See every featureConnected document assembly
Cover through subscription process, with consistent data across every section.
Waterfall modeling
Model preferred returns, catch-ups, promote tiers, and investor distributions.
Risk factor library
Start with asset-class-specific disclosures, then add deal-specific risks.
Pro formas and scenarios
Keep projections, terms, and disclosure language aligned as numbers change.
Supporting exports
Generate an editable Word draft, clean PDF, Excel model, Form D pre-fill, and investor questionnaire.
Reusable deal foundation
Duplicate an offering, preserve sponsor data, and move faster on the next raise.
One set of answers, four deliverables
More than a PDF generator.
Your offering data powers a coordinated review package. Counsel, sponsors, and operators work from the same terms instead of rebuilding them in separate files.
1
Private placement memorandum
An editable Word draft for counsel plus a polished, selectable-text PDF
2
Underwriting model
An editable Excel workbook tied to your deal economics
3
Form D pre-fill
Core offering data organized for counsel and filing preparation
4
Investor questionnaire
A structured accreditation and suitability intake document
Harborview Credit PartnersConfidential
Private placement memorandum
Harborview Income Fund
Senior-secured private credit fund · National
Target raise
$30M
Minimum
$100K
Excel model
Synced and ready
Built for the way private capital is raised
One product. Eight deal-specific workflows.
The structure, questions, financials, and risk factors adapt to the asset class you select.
A better first draft
Keep your attorney. Use their time where it matters.
PPMWizard does not replace securities counsel. It gives counsel a structured, deal-specific draft to review instead of asking them to assemble your business terms from a blank document.
Compare
Blank-page process
With PPMWizard
Starting point
Notes, spreadsheets, and a blank Word file
A structured, linked first draft
Deal changes
Update the same term in multiple places
Change once and sync across sections
Next offering
Start a new drafting engagement
Duplicate, update, and reuse
Every generated document must be reviewed by qualified securities counsel before use.
Simple pricing at the moment of value
Draft free. Pay when the document is ready.
Export one finished PPM for a flat fee, or subscribe when your pipeline makes unlimited documents the better value.
Draft free
$0forever
Validate the workflow on your real offering before you pay.
- Up to 3 PPM drafts
- Every guided wizard section
- Live document preview
- All asset classes and samples
Single PPM
$249one time
For a single raise, with no subscription or recurring bill.
- One finished PPM
- Editable Word for counsel review
- Clean PDF without watermark
- Excel underwriting model
- Form D + investor questionnaire
Pro
$199per month
For repeat sponsors, operators, and fund managers.
- Unlimited drafts and exports
- Every document and model export
- Reuse and duplicate offerings
- Priority email support
$1,990 annually — save $398
Choose ProNo setup fees. Cancel Pro any time. PPMWizard is a drafting tool—not a law firm—and attorney review is required before issuance.
Frequently asked questions
Clear answers before you start.
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 — editable Word, polished PDF, Excel model, Form D, and 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.
Still deciding? Browse a sample document or start a free draft—no card required.
Start with the deal you already know.
Draft and preview your first PPM free. Pay only when you are ready to export a finished review package.