Rule 506(c) PPM software
A PPM drafted for Rule 506(c) offerings
Rule 506(c) permits general solicitation, but every purchaser must be accredited and the issuer must take reasonable steps to verify that status. PPMWizard's 506(c) framework renders the related disclosure and workflow language in one draft.
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
Desert Ridge Apartments
Target raise
$8.5M
Minimum commitment
$50K
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
Describe the property
Start with the asset, location, unit mix, and acquisition strategy.
- 2
Build the deal economics
Add the rent roll, capital budget, loan terms, and distribution inputs.
- 3
Review the investor story
Choose relevant risks and read the assembled draft before counsel review.
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 typeReal Estate · Private placement memorandum
Desert Ridge Apartments
The proposed offering targets $8,500,000 in commitments, with a minimum investment of $50,000. Final terms and disclosures require issuer and counsel review.
Target raise
$8,500,000
Minimum investment
$50,000
Real Estate · Private placement memorandum
Desert Ridge Apartments
This illustrative budget allocates the $8,500,000 target across property investment, reserves, and offering expenses. Adjust reserves below to see the composition change.
Real Estate · Private placement memorandum
Desert Ridge Apartments
Example topics for Desert Ridge Apartments. Select, revise, and add disclosures with counsel for the actual offering.
- Property operations and vacancy
- Leverage and refinancing
- Illiquidity and loss of capital
Illustrative topics only. This is not a complete risk assessment.
- Property investment · 80%
- $6,800,000
- Reserves · 15%
- $1,275,000
- Offering expenses · 5%
- $425,000
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 sampleThe 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 framework is
Rule 506(c) permits general solicitation of a private offering, including public marketing, website fundraising pages, newsletters, and social posts, subject to two key conditions: every purchaser must be accredited, and the issuer must take reasonable steps to verify accredited status. The SEC describes non-exclusive verification methods that can include reviewing specified documents or obtaining written confirmation from a qualified third party. The right method depends on the facts and should be settled with counsel.
When it may fit
506(c) may fit when the sponsor plans to market the raise publicly and can limit every purchaser to accredited investors while operating a reasonable-steps verification process.
It does not permit sales to non-accredited investors. An issuer choosing between 506(b), 506(c), or another pathway should have securities counsel evaluate the planned marketing, investor base, and verification process before launch.
PPMWizard's tuning for this framework
When you pick 506(c) at the start of the wizard, the draft renders cover-page and suitability language for a generally solicited, accredited-only offering. The related materials describe possible reasonable-steps verification methods for the issuer and counsel to tailor; PPMWizard does not perform the verification.
The Form D preparation worksheet renders with the 506(c) box checked and the accredited-only investor-count structure ready for counsel review. PPMWizard presents 506(b) and 506(c) as separate choices rather than selecting the exemption for you.
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.
Desert Ridge Apartments
Phoenix-Mesa-Scottsdale, AZ
Target raise
$8.5M
Minimum
$50K
506(c) · Multifamily
Sunbelt Value-Add Multifamily
96-unit 1990s-vintage garden-style community, $2.4M value-add interior program.
Read the full sampleOverland Business Center
Dallas-Fort Worth-Arlington, TX
Target raise
$12.4M
Minimum
$100K
506(c) · Office
Suburban Office Repositioning
Class B+ suburban office campus in Plano corridor with creative-office repositioning.
Read the full samplePermian Ridge Drilling Program 2026-A
Permian Basin, Midland, TX
Target raise
$12M
Minimum
$100K
506(c) · Oil & Gas
Permian Basin Drilling Partnership
30+ horizontal wells in the Midland Basin with a 3-year drill-out schedule and 7-year natural decline curve.
Read the full sampleNeuralStack Series B Investment SPV
San Francisco Bay Area, AI Infrastructure
Target raise
$4.5M
Minimum
$25K
506(c) · Venture SPV
Series B SPV, AI Infrastructure
Single-company SPV participating in the $85M Series B of NeuralStack Inc., an AI inference infrastructure startup.
Read the full sampleStart 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.
What can I try before paying?
Create up to three offerings and review the on-screen draft previews without a card. Editable Word, PDF, and other supported exports require paid access.
Does the software replace securities counsel?
No. This is drafting software. You retain qualified securities counsel separately to confirm the structure, exemption, disclosures, calculations, and final document before issuance.
How do I choose the right starting point?
Review the sample and the workflow details with your counsel. Select the asset workflow and offering framework that match the actual transaction; the software does not determine eligibility or legal compliance.