Regulation S PPM software
A PPM draft for Regulation S offshore offerings
Regulation S provides Securities Act safe harbors for qualifying offshore offers and sales. PPMWizard renders cautious offshore-transaction, non-US-person, and distribution-restriction language for counsel to tailor.
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
Atlas European AI Fund (Cayman LP)
Target raise
$30M
Minimum commitment
$250K
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
Define the investment strategy
Explain the fund thesis, stages, sectors, and intended investment process.
- 2
Describe portfolio construction
Record how the fund will allocate capital across initial and follow-on investments.
- 3
Record the decision process
Explain the people and governance behind investment selection.
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 typeVenture / Private Equity Fund · Private placement memorandum
Atlas European AI Fund (Cayman LP)
The proposed offering targets $30,000,000 in commitments, with a minimum investment of $250,000. Final terms and disclosures require issuer and counsel review.
Target raise
$30,000,000
Minimum investment
$250,000
Venture / Private Equity Fund · Private placement memorandum
Atlas European AI Fund (Cayman LP)
This illustrative budget allocates the $30,000,000 target across portfolio investments, reserves, and offering expenses. Adjust reserves below to see the composition change.
Venture / Private Equity Fund · Private placement memorandum
Atlas European AI Fund (Cayman LP)
Example topics for Atlas European AI Fund (Cayman LP). Select, revise, and add disclosures with counsel for the actual offering.
- Portfolio performance and concentration
- Manager discretion and conflicts
- Illiquidity and loss of capital
Illustrative topics only. This is not a complete risk assessment.
- Portfolio investments · 80%
- $24,000,000
- Reserves · 15%
- $4,500,000
- Offering expenses · 5%
- $1,500,000
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
Regulation S contains safe harbors for offers and sales made outside the United States. Its general conditions include an offshore transaction and no directed selling efforts in the United States, while additional procedures and distribution restrictions depend on the issuer, security, market interest, and applicable Rule 903 category.
Regulation S does not make an offering generally exempt from every US or foreign-law requirement. Concurrent US and offshore tranches, resales, legends, purchaser status, and local-law compliance require transaction-specific analysis.
When it may fit
Regulation S may be considered when offers and sales are genuinely offshore and the issuer can operate the applicable selling and distribution controls. A purchaser address or citizenship answer alone does not establish the safe harbor.
If the raise also includes a US tranche, counsel should coordinate the Regulation S procedures with the domestic exemption and ensure that communications do not undermine either pathway.
PPMWizard's support and limits
Selecting Regulation S changes the draft cover, investor-qualification language, plan-of-distribution prompts, and questionnaire to focus on offshore and non-US-person facts. PPMWizard does not generate a Form D for a Regulation S-only selection because Form D is a Regulation D notice.
The wizard does not assign a Rule 903 category, verify non-US-person status, test an offshore transaction, police directed selling efforts, calculate a distribution compliance period, or determine foreign-law compliance. Counsel must supply and approve those conclusions.
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.
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.