Use a Form D pre-fill

Check whether it applies

Form D is associated with certain Regulation D offerings. The app’s pre-fill is offered only for applicable workflows. Regulation S alone does not become a Regulation D filing workflow because the document resembles another sample.

Review every field

Verify the issuer, related persons, offering and sale amounts, investor counts, compensation, dates, and other required facts. Missing or unknown values require review. The PDF is not an EDGAR submission, and exporting it does not satisfy filing requirements.

Coordinate filing with counsel

Ask counsel to confirm deadlines, amendments, credentials, signatory authority, and state notices for your facts. Use the SEC’s current filing resources. The app does not monitor filing deadlines or make federal or state filings on your behalf.

Check the pre-fill against issuer records

Review the issuer’s legal name, formation facts, principal place of business, related persons, exemption, offering amount, sales information, and other required filing data with counsel. Do not substitute the project’s working name for the issuer or treat the sponsor’s office address as confirmed issuer information.

PPMWizard produces a pre-fill reference for supported Regulation D workflows. It does not transmit a filing to the SEC or make state notices. The responsible filer must verify eligibility, timing, current requirements, and the official submission process. Regulation S does not become a Form D workflow merely because the sample contains a document.