PPMWizard

Create up to 3 drafts, walk through every wizard step, browse all samples, and preview your rendered PPM on-screen. Paid export access includes editable Word and polished PDF drafts, an investor questionnaire, and a Form D pre-fill for applicable Regulation D offerings; real-estate workflows also include an Excel underwriting model. Unlock one PPM for $29 or choose Pro ($49/month) for unlimited exports. The free preview carries a diagonal "DRAFT, Do Not Distribute" watermark.

No. If you only need one PPM draft, unlock that document's exports for a flat $29 one-time payment, no subscription or recurring bill. You still draft and preview for free first. If you later raise again, subscribe to Pro for unlimited PPMs.

Up to 3. Unlock one PPM export package for $29 one-time, or subscribe to Pro for unlimited drafts plus all exports. Your existing drafts remain available while your account is active, subject to the Terms and Privacy Policy.

No. PPMWizard supports distinct Rule 506(b), Rule 506(c), Rule 504, and Regulation S draft pathways across the eight listed workflows: real estate, business acquisitions, oil & gas, private credit, venture SPVs, VC funds, farmland, and film & entertainment. Real estate has the deepest financial modeling; other workflows provide asset-class questions and structured narrative sections for counsel review.

No. PPMWizard is a drafting tool only, it is not a law firm, does not give legal advice, and does not act as a broker-dealer. Every PPM you generate must be reviewed by a qualified securities attorney licensed in your jurisdiction before you issue it to investors. Counsel sets the review scope, timing, and fees for your offering.

Both are Regulation D exemptions. Rule 506(b) prohibits general solicitation and can permit up to 35 non-accredited purchasers who satisfy the applicable sophistication standard; counsel must approve the offeree process. Rule 506(c) permits general solicitation, but every purchaser must be accredited and the issuer must take reasonable steps to verify accredited status. PPMWizard provides framework-specific starting language for counsel to review; it does not select or validate an exemption for you.

No. For applicable Regulation D offerings, PPMWizard prepares a Form D pre-fill with unresolved filing-time fields flagged for sponsor and counsel review. It does not determine filing obligations, submit the form, or act as a filing service. Confirm the filing and deadline through SEC EDGAR with qualified securities counsel.

Yes. Every paid export includes a fully editable .docx built from the same PPM content as the live preview and PDF. Your attorney can add comments, redline provisions, and use Track Changes in Microsoft Word. You also receive a polished, selectable-text PDF for final review and distribution after counsel approves it.

Real estate (multifamily, office, retail, industrial, hospitality, self-storage, mobile home parks, mixed-use, land, and net lease), business M&A and rollups, oil & gas partnerships, private credit, venture SPVs, VC funds, farmland, and film & entertainment. The wizard adapts its questions, narrative sections, and suggested risk-factor set to the selected asset class. Fund-of-funds inputs are available in the VC/PE fund workflow.

No, and we don't plan to. PPMWizard is a document-drafting tool. For investor CRM, subscription workflows, distributions, and K-1 delivery, pair PPMWizard with a dedicated investor-management platform like SyndicationPro, Cash Flow Portal, or Juniper Square. Our output is designed to slot cleanly into their hosted-document workflows.