PPMWizard

A private placement memorandum is the disclosure document behind a Regulation D raise, and assembling one usually means a sponsor handing counsel a pile of notes and spreadsheets, then paying lawyer rates for the assembly work before anyone gets to the judgement calls. PPMWizard attacks that first part. You pick your asset class, entity structure, security type and regulatory framework, then work through plain-language prompts covering sponsor details, deal economics, waterfall, risks and the subscription process, and watch the document assemble in real time.

The useful bit is that everything stays connected. Change a term once and it carries through the cover page, executive summary, use of proceeds, financial tables and subscription flow, so the draft reads as one document rather than stitched-together templates. Eight asset classes each get their own question set and filtered risk-factor library: real estate, business acquisition, private credit, venture SPVs, VC funds, oil and gas, farmland, and film. The export package is a coordinated set rather than a single PDF, an editable Word draft for counsel, a clean PDF, an investor questionnaire, a Form D pre-fill with gaps flagged, and a real-estate Excel model where it applies.

It’s admirably clear about what it isn’t. PPMWizard doesn’t provide legal advice, choose your exemption, sign off on anything, or file with the SEC or state regulators, and it says so on the homepage, under the pricing table and in the footer. Free previews carry a “DRAFT, do not distribute” watermark, which is a sensible guard rather than a nag. You can create up to three drafts and preview them free; usable exports are $249 one-time for a single raise, or $199/month ($1,990/year) for unlimited drafts if you’re raising repeatedly. Every document still needs qualified securities counsel to review it before you put it in front of investors.