01
Program facts in a structured draft
Keep the supplied engineering information and development narrative connected to the offering story.
- Reserves report inputs
- Operator track record
- Geological summary
Oil & gas PPM software
Build an oil and gas PPM around the program.
Bring the acreage, reserve information, operator story, and drilling plan together. Use guided disclosure inputs to create a draft for upstream and securities counsel.
No card required. Export one offering for $29, or unlimited drafts and exports for $49/month while Pro is active.
Drafting software. Attorney review required before issuance. Legal and filing costs are separate.
Open a full fictional PPM sample
Illustrative draft inputs
Permian Ridge Drilling Program 2026-A
Target raise
$12M
Minimum commitment
$100K
Your terms become an editable draft for counsel review.
Image and sample offering are illustrative.
Questions that fit your deal
Asset-specific inputs and editable narrative sections.
See the draft as you go
A connected on-screen preview before you pay.
Give counsel a working file
Paid Word and PDF exports for review and revision.
Try a few inputs
See how your deal takes shape on the page.
Change the example terms and watch the draft update. This simplified illustration shows the input-to-document workflow. Open the full demo to explore more of the actual workspace.
- 1
Document the reserves
Record the supplied report, categories, quantities, and engineering source.
- 2
Explain the operating plan
Describe geology and the operator experience behind the development program.
- 3
Review the program risks
Select relevant disclosure topics and add facts specific to the leases and wells.
PPMWizard workspace
Simplified interactive illustration
Try your terms
Change a term to update the draft excerpt and budget amounts. These demo edits stay on this page.
Draft excerpt
Updates as you typeOil & Gas · Private placement memorandum
Permian Ridge Drilling Program 2026-A
The proposed offering targets $12,000,000 in commitments, with a minimum investment of $100,000. Final terms and disclosures require issuer and counsel review.
Target raise
$12,000,000
Minimum investment
$100,000
Oil & Gas · Private placement memorandum
Permian Ridge Drilling Program 2026-A
This illustrative budget allocates the $12,000,000 target across program capital, reserves, and offering expenses. Adjust reserves below to see the composition change.
Oil & Gas · Private placement memorandum
Permian Ridge Drilling Program 2026-A
Example topics for Permian Ridge Drilling Program 2026-A. Select, revise, and add disclosures with counsel for the actual offering.
- Commodity prices and production
- Operational and environmental exposure
- Illiquidity and loss of capital
Illustrative topics only. This is not a complete risk assessment.
- Program capital · 80%
- $9,600,000
- Reserves · 15%
- $1,800,000
- Offering expenses · 5%
- $600,000
Illustrative budget inputs, not a return model or forecast. Edit the reserve percentage in Use of proceeds.
Nothing is saved or submitted. Attorney review required before issuance.
Read the full fictional sampleInside the oil & gas workflow
The right questions, with room for the details.
02
Explain where the capital goes
Organize funding needs and economic terms alongside the sponsor and investor disclosures.
- Use of proceeds line items
- Sponsor fees and conflicts
- Entity, security, and distribution inputs
03
Space for the technical details
Add the specialized facts and schedules that a general drafting workflow cannot supply for you.
- Custom operating and environmental risks
- Tax-election inputs for adviser review
- Deal-supplied technical schedules
Make the numbers easier to review
Show the proposed program funding
The Permian Ridge sample shows investor equity, sponsor equity, and a reserve-based lending facility as separate financing inputs.
Structured inputs organize the financial narrative. This chart illustrates sample inputs, rather than a built-in investment-performance forecast. Deal-specific models and calculations need separate validation.
Read the source sample- Investor equity$12M
- Sponsor equity$1M
- Reserve-based facility$29M
Fictional sample, $42M proposed capitalization. This chart does not estimate reserves, production, or returns.
The details, when you need them
What this starting point covers.
Review the workflow, fit, and boundaries with your team. Your attorney determines the final disclosure and document scope.
Browse the help centerWhat this PPM covers
The oil-and-gas framework follows the core PPM skeleton and adds structured inputs for reserves, operator track record, geological summary, and tax elections. Its suggested risk library includes commodity-price, drilling, reserve-estimate, operator-reliance, and environmental topics; no risk is selected automatically.
PPMWizard does not calculate commodity-price decks or generate working-interest, net-revenue-interest, AFE, or operating-agreement schedules. Enter specialized facts in the relevant narrative section or custom risks, attach deal-supplied schedules where appropriate, and have upstream and securities counsel review the full package.
When to use this framework
Use it for a single-well or multi-well development partnership, a non-operated working-interest program, a drilling fund, or a mineral-rights acquisition vehicle. Compare the oil-and-gas and real-estate workflows when the thesis spans both.
PPMWizard includes a cautious Regulation S selection, but it does not determine whether the safe harbor is available, whether a purchaser is a non-U.S. person, or whether an offshore distribution complies with Regulation S. Regulation A requires a different offering-circular and Form 1-A workflow that PPMWizard does not generate. Have securities counsel select the framework and review every communication and distribution restriction.
Illustrative structure questions
An oil-and-gas vehicle may use an LP or LLC, limited-partnership or membership interests, a return-of-capital tier, a preferred return, and a sponsor promote. Separate programs may use separate vehicles. Each vehicle needs independently verified terms, deal-supplied operating schedules, and counsel-reviewed disclosure.
Open the output
Read a full draft before you start yours.
Fictional examples you can open without an account. Explore the layout, deal terms, disclosures, and supporting sections.
Start with your deal
You have the terms.
Give them a working draft.
Draft and preview up to three offerings free. Add detail at your pace, then unlock exports when you are ready for counsel review.
One offering
Export package and later revisions to that offering.
$29once
Pro monthly
Unlimited drafts and supported exports while active.
$49/mo
USD software prices. Counsel, filing fees, other vendor charges, and any applicable taxes are separate.
A few practical questions
Before you start.
Can I draft for working interests or a drilling partnership?
The workflow organizes core offering terms, reserve inputs, operator information, geological summaries, tax elections, and relevant risk topics. Specialized working-interest and net-revenue-interest schedules must come from the deal team and be reviewed by counsel.
Does the software build production or commodity-price forecasts?
No. It does not calculate commodity-price decks, decline curves, or working-interest economics. Supply validated technical and financial analyses separately and explain the relevant assumptions and risks in the draft.
Will the tax inputs determine investor deductions?
No. The tax-election fields help record the proposed treatment. Qualified tax advisers must determine the available treatment, limitations, and investor-specific consequences.