Section I · About
An editorial-grade drafting tool for private placements.
PPMWizard is a guided wizard for Reg D 506(b) and 506(c) offerings — 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.
Section II · Origin
The gap between $5K attorney drafts and static Word templates
PPMWizard started from a frustration most sponsors will recognize. When you raise under Regulation D for the first time, your options come down to two bad ones: engage securities counsel to draft a PPM from scratch — typically a four to six-week engagement and $5,000 to $15,000 in billables for a document you will mostly fill out yourself — or buy a static Word template off a marketplace, paste your deal into it, and hope you did not miss a disclosure section.
Neither option respects the way a sponsor actually works. The first treats the PPM like a bespoke literary project; the second treats it like a form you can fill out without understanding the exemption underneath. Both ignore the fact that most sponsors raise more than once, reuse the same waterfall math across deals, and would happily do 80% of the drafting themselves if the tool made that possible.
PPMWizard is the path between. A guided wizard that handles the exemption-aware language, the risk factor library, the distribution waterfall math, and the editorial layout — leaving your counsel a document they can redline in a handful of billable hours instead of a blank page they have to assemble.
Section III · Methodology
A drafting philosophy, not a template shop
Every decision in the wizard starts with a question: would a competent securities attorney be comfortable reading this draft? That sounds obvious, but it 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 pick an exemption, and the solicitation language and verification steps adjust. You pick an asset class, and the sponsor, target, market, and projections sections load templates tuned for how that asset class is actually underwritten. You configure a waterfall, and the math flows into the disclosure and the pro forma together.
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 in every PPM the tool produces: a watermark on previews, a disclaimer paragraph in every export, and a constant reminder in the product 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 designed to land on a securities attorney's desk as a draft worth redlining, not a template worth rewriting.
Exemption-aware
Disclosure language, solicitation rules, and verification flows change when you toggle between 506(b) and 506(c). The wizard adapts so you do not have to remember which clause goes where.
Sponsor-agnostic
Real estate, business M&A, oil & gas, private credit, venture SPVs, farmland, film. Whatever you are raising for, the wizard tunes to the deal.
Editorial-grade
A PPM is a legal document and a pitch document in the same cover. We treat typography, pagination, and voice as part of the product, not an afterthought.
Section V · Team
Founder-led. Phoenix-based.
PPMWizard is built by a small, founder-led team in Phoenix, Arizona. The product and the product decisions come from spending time with sponsors, fund managers, and the securities attorneys who redline their drafts — not from a committee, a design sprint, or a venture-backed “enterprise” playbook.
That means the roadmap moves when a real user points out something the wizard got wrong, and that the person who answers your support email is almost always the same person who wrote the section of the product you are asking about.
Have feedback, a feature request, or a deal pattern the wizard does not handle well yet? Email us directly at sales@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. If the output is not the best PPM draft you have seen, you have spent nothing.
Drafting tool only — attorney review required before issuance