Section I · About
An editorial-grade drafting tool for private placements.
PPMWizard is a guided private-placement drafting tool with structured offering inputs and distinct exemption choices, including Rule 506(b), Rule 506(c), Rule 504, and Regulation S — built for the sponsor, fund manager, or operator who cares what the document looks like when it lands on an investor’s desk. We treat the private placement memorandum as both a legal artifact and an editorial object. The product reflects that.
Private Placement Memorandum
Solstice Industrial Portfolio
Industrial · 3 Assets · Mesa, AZ
Section II · Origin
The gap between blank-page drafting and static Word templates
PPMWizard was created to provide another starting point between an attorney-led first draft and a static Word template. In an attorney-led engagement, counsel sets the scope, timing, fees, and deliverables. In a template workflow, the issuer and counsel must adapt a file and determine which sections apply.
Those approaches remain valid for many offerings, but they do not provide the same hosted workflow. PPMWizard keeps structured deal inputs, linked calculations where supported, and a rendered preview in one application so the issuer can prepare a more organized starting draft for counsel.
PPMWizard is a path between those approaches: a guided wizard with supported exemption-aware language, a selectable risk catalog, distribution-waterfall inputs, and editorial layout — leaving your counsel a structured draft to review instead of a blank page. Counsel still determines the required revisions, scope, timing, and fees.
Section III · Methodology
A drafting philosophy, not a template shop
Every decision in the wizard starts with a question: does this produce a clear, structured starting draft for counsel review? That standard rules out a lot of shortcuts. It rules out generic disclaimer paragraphs that treat 506(b) and 506(c) as the same offering. It rules out risk factor boilerplate that was clearly written for multifamily and then copy-pasted onto an oil-and-gas partnership. It rules out waterfall language that does not actually match the math in the projections table on the opposite page.
What is left is a flow that takes your deal seriously. You choose Rule 506(b), Rule 506(c), Rule 504, or Regulation S, and framework-specific starting language and applicable companion outputs adjust for counsel review. You pick an asset class, and the sponsor, target, market, and financial sections present structured inputs and narrative prompts for that workflow. You configure a waterfall, and the math flows into applicable disclosure and financial outputs.
The output is designed to be a starting draft your counsel redlines, not a final document you issue to investors. That distinction is non-negotiable and shows up throughout the product: a watermark on previews, export disclaimers, and a reminder that attorney review is required before issuance.
Section IV · Values
What we optimize for, and what we refuse to
Four principles sit behind every wizard step, every disclosure paragraph, every sample in the gallery.
Counsel-forward
Every section is structured to give securities counsel an editable starting draft for review and redlining.
Exemption-aware
For Rule 506(b) and 506(c), related solicitation, investor-status, and verification language changes with the selected framework. Counsel must confirm the final exemption and wording.
Multi-asset
Supported workflows include real estate, business acquisitions, oil and gas, private credit, venture SPVs and funds, farmland, and film financing.
Editorial-grade
A PPM carries legal disclosure and communicates an offering. We treat typography, pagination, and document structure as part of the drafting product.
Section V · Team
Founder-led. Phoenix-based.
PPMWizard is built by Samuel Losek through APPWZRD LLC in Phoenix, Arizona. Product decisions are shaped by the supported workflows, user feedback, and the requirements of preparing an editable starting draft for counsel review.
The roadmap changes when users identify missing fields, unclear prompts, or output that needs correction. Support is provided by email by the small team that builds the application.
Have feedback, a feature request, or a deal pattern the wizard does not handle well yet? Email us directly at support@ppmwizard.com. We read every message.
Colophon · Put it into practice
Walk the wizard once. See what we mean.
A free account lets you draft, preview, and share a watermarked PDF with your attorney before you purchase an export. Attorney review is still required before the document is issued.
Drafting tool only — attorney review required before issuance