One flat subscription. Every deal you raise.

• Q.01What can I do on the free plan?

  Create up to 3 drafts, walk through every wizard step, browse all samples, and preview your rendered PPM on-screen. The preview includes a diagonal "DRAFT — Do Not Distribute" watermark so you can self-review or share with co-sponsors. Exports — clean PDF, Excel underwriting model, Form D, and investor questionnaire — unlock with a paid plan.
• Q.02How does monthly billing work?

  Pro Monthly is $199, billed on the same day each month via Stripe. You only pay when you are ready to export — there is no trial gate, you just subscribe when you want a clean PDF. There is no setup fee, no per-PPM charge, and no separate fee per asset class. Cancel from the billing portal any time; your plan runs through the end of the current period.
• Q.03How does annual billing save $398?

  Pro Annual is $1,990 per year, which is the equivalent of roughly $165 per month — a $33/month discount over monthly billing, or $398 across the year. Annual is a single up-front charge on the day you subscribe. If you are confident you will use PPMWizard for at least eight months, annual pays for itself.
• Q.04Can I cancel any time?

  Yes. From the Stripe Customer Portal you can cancel your subscription with a single click. Monthly plans stop at the end of the current billing cycle; annual plans run through the paid term. Your drafts stay on your account forever regardless of subscription state, so if you pause and come back later your work is waiting.
• Q.05Do you offer refunds?

  Fees already paid are not refundable in the general case — the free tier exists specifically so you can validate the product before subscribing. That said, if you hit a situation where the wizard is meaningfully broken for your deal, email support@ppmwizard.com and we will work with you.
• Q.06Do you offer multi-user or team pricing?

  Not yet as a self-serve tier. Today every Pro account is single-seat. If you are a fund manager, sponsor, or broker-dealer with a team of 3+ who each need their own account, email sales@ppmwizard.com and we will build a quote. Enterprise pricing typically includes SSO, shared sponsor libraries, and priority counsel review coordination.
• Q.07Does attorney review cost extra?

  PPMWizard does not bill for or provide attorney review — your PPM still needs to be reviewed by a qualified securities attorney licensed in your jurisdiction before you issue it. Most customers tell us counsel review of a PPMWizard draft takes a fraction of the hours a blank-Word draft would, which is where the real cost savings compound against a $5,000–$15,000 traditional first-draft engagement.
• Q.08What payment methods do you accept?

  All major credit and debit cards via Stripe, including Visa, Mastercard, American Express, and Discover. For annual enterprise invoices, contact sales@ppmwizard.com and we can issue an invoice payable by ACH or wire.

Need enterprise or multi-user pricing? Email sales@ppmwizard.com