Draft free
Create and preview up to 3 drafts before you pay.
- Up to 3 PPM drafts
- Every guided wizard section
- Live document preview
- All asset classes and samples
Section I · Terms of Engagement
Draft and preview up to three offerings for free. Raising once? Unlock the export package for one PPM draft for a flat $249 — no subscription. Raising often? Subscribe and export unlimited PPMs. Either way you get an editable Word draft, clean PDF, investor questionnaire, and an applicable Form D pre-fill. Real-estate workflows also include an Excel underwriting model.
$0
Draft & preview
$249
One PPM
$199/mo
Unlimited
Draft free
Create and preview up to 3 drafts before you pay.
Single PPM
For a single raise, with no subscription or recurring bill.
Pro
For repeat sponsors, operators, and fund managers.
$199 monthly · $1,990 annually ($165.83/mo equivalent; save $398)
Choose ProNo setup fees. Cancel Pro any time. PPMWizard is a drafting tool—not a law firm—and attorney review is required before issuance.
Organized around published Regulation D requirements — then reviewed by your counsel before you issue. PPMWizard is a drafting tool, not a law firm, and your offering data stays private to your account.
Reg D & Reg S
Guided workflows organized around the regulatory framework you select
8 asset classes
Real estate, funds, oil & gas, private credit, venture SPVs, farmland & more
Attorney review required
Every generated document remains a draft until qualified counsel reviews it
Selectable-text PDF
Adobe-friendly output your investors and counsel can search and copy — never a scan
Section II · Separate Product and Legal Costs
PPMWizard costs $249 once to unlock one PPM export package, $199/month for Pro Monthly, or $1,990/year for Pro Annual. Attorney review is required and is not included. Ask your chosen securities counsel for a written scope, fee, and timeline for your specific offering.
Attorney first-draft
Quoted separately
Scope, fees, and timing depend on your counsel, offering, jurisdiction, and requested work.
Static Word template
Seller-priced
Capabilities, update rights, support, and licensing vary by template seller.
PPMWizard
$249 once
Per PPM — or $199/mo for unlimited drafting and exports. Attorney review is required and billed separately.
PPMWizard prices shown here exclude tax and any fees charged by attorneys, filing services, regulators, banks, or other vendors.
Section III · What Is and Is Not Included
No gotchas. Here is exactly what a Pro subscription buys, and what it deliberately does not.
Included
Not included — and why
Legal advice or attorney review
PPMWizard is a drafting tool, not a law firm. Every PPM still requires review by a qualified securities attorney licensed in your jurisdiction before issuance.
Form D filing on your behalf
We pre-fill the form so your counsel has a clean starting point. Your attorney (or your firm directly) files with the SEC through EDGAR.
Investor portal, CRM, or subscription workflow
We draft the document. Pair PPMWizard with a dedicated investor-management platform for LP onboarding, distributions, and K-1 delivery.
Broker-dealer or placement-agent services
We are not a broker-dealer and do not solicit investors on your behalf. How you market the offering is on you and your counsel.
Section IV · Pricing FAQ
The questions sponsors ask before they put a card on file.
Need enterprise or multi-user pricing? Email support@ppmwizard.com
Colophon · Put it into practice
No trial clock. No credit card required to sign up. The subscription only matters on the day you export — and by then you can export the editable draft for counsel review.
Drafting tool only — attorney review required before issuance