Private Placement Memorandums
drafted in an afternoon.
PPMWizard is a guided wizard that produces a polished, attorney-reviewable PPM for Reg D 506(b) and 506(c) real-estate syndications. Skip the $5,000–$15,000 attorney first-draft. Start with a document your counsel can redline in a few billable hours.
14-day free trial · No credit card · Attorney review required before issuance
Private Placement Memorandum
Desert Ridge Apartments
Multifamily · 128 Units · Reg D 506(c) Offering
Built for Reg D 506(b) and 506(c) real estate syndicators.
The old way costs you weeks and $5,000 minimum.
Every sponsor raising under Reg D faces the same bill: either a long legal engagement or a stack of static Word templates with no guidance. PPMWizard is the first path that respects your time and your counsel's.
$5,000–$15,000 for a blank-page attorney draft
Securities counsel bills hourly to assemble a document you could draft 80% of yourself.
4–6 weeks of back-and-forth with counsel
Your raise timeline slips while you wait on redlines, stakeholder review, and revisions.
$497–$1,997 Word templates (PPMFast, etc.)
Static docs. No waterfall math, no guided flow, no tailored disclosures for your property type.
No built-in distribution waterfall
You manually compute preferred returns, catch-ups, and promote splits — and hope the math matches your LP model.
$199/month — unlimited PPMs
One flat subscription drafts every deal. No per-PPM fees, no legal-project scoping.
Attorney-ready draft in an afternoon
Walk the wizard once, export PDF, send to counsel. Most reviews take a handful of hours.
Guided wizard tuned to 506(b) / 506(c)
Exemption-aware disclosure language, verification steps, and solicitation rules baked in.
Built-in waterfall + 16-risk library
Preferred returns, promote splits, and a curated risk-factor library — all editable, all tied to your numbers.
PPMWizard is a drafting tool only — not a law firm or broker-dealer. A qualified securities attorney must review every PPM before you issue it to investors.
Draft 506(b), 506(c), or fund-level PPMs.
Pick your exemption at the start and the wizard adapts — from solicitation rules to investor qualification language to the cover-page disclaimers.
Private Placement Memorandum
Maple Grove Apartments
Multifamily · 84 Units · Reg D 506(b) Offering
506(b) Offering
Friends, family, and existing relationships.
- No general solicitation — private outreach only
- Up to 35 sophisticated non-accredited investors
- Pre-existing relationship required
Private Placement Memorandum
Harbor Light Industrial
Industrial · 220K sqft · Reg D 506(c) Offering
506(c) Offering
Accredited-only. You can advertise.
- General solicitation allowed — website, social, ads
- Accredited investors only
- Reasonable accreditation verification required
Private Placement Memorandum
Ironwood Value Fund III
Multifamily · Value-Add Fund · Reg D 506(c) Offering
Fund / Portfolio PPM
Multi-asset funds and blind pools.
- Portfolio-level risk factor library
- Multi-property use-of-proceeds builder
- Blind-pool disclosure framework
Every PPM requires review by a qualified securities attorney before issuance.
Tuned to every real estate asset class.
Property-type-specific pro formas, rent roll formats, and risk factor language. Your PPM reads like it was written for the deal, not a generic placeholder.
Everything inside a professional PPM.
A complete offering document — cover through subscription process — not a single cover page with placeholder text.
Attorney-friendly disclaimers
Every section includes standard Reg D disclosure language, risk warnings, and forward-looking-statement caveats your counsel expects.
Distribution waterfall calculator
Configure preferred returns, catch-up provisions, and promote splits. The waterfall math and sensitivity tables populate automatically.
16-risk factor library
A vetted library of illiquidity, sponsor-reliance, macro, construction, and tax risks — plus a custom-risk builder for your deal specifics.
Unit-mix pro forma
Rent roll, pro forma, cap rate, and 5–10-year cash flow projections pulled from unit-mix and assumption inputs — no spreadsheet gymnastics.
Subscription-process builder
Walk investors through accreditation, wire instructions, subscription agreement, and K-1 expectations — all tuned to your exemption.
Branded cover themes
Swap between Navy, Forest, and Crimson cover themes. Drop in your sponsor logo and colors — the document refreshes instantly.
Built for syndicators
Write one PPM. Raise for every deal.
PPMWizard is built for sponsors who raise more than one deal a year. Reuse sponsor bios, waterfall templates, and risk factor libraries across offerings so your third PPM takes a fraction of the time of your first.
Guided section flow — cover, executive summary, sponsor, property, market, projections, waterfall, risks, subscription process.
Distribution waterfall with preferred return, catch-up, promote, and sensitivity — matching your LP model.
Exemption-aware disclosure language for 506(b) (no solicitation) or 506(c) (accredited verification).
Three cover themes, sponsor branding, and a print-tuned PDF export — all counsel-redline-friendly.
Attorney review required before issuance. PPMWizard does not provide legal advice.
Pricing
Flat rate. Unlimited PPMs.
One subscription covers every offering you draft — no per-deal fees, no setup costs, no seat minimums. Cancel any time from your billing portal.
Monthly
$199/month
Billed monthly · Cancel anytime
- Unlimited PPM drafts
- Full wizard — cover through subscription process
- Distribution-waterfall calculator (preferred return, promote, splits)
- 16-risk factor library + custom risks
- Attorney-ready PDF output (browser print)
- 14-day free trial, no credit card
- Every property type (multifamily, office, retail, industrial, etc.)
- Email support
Annual
Save $398$1,990/year
Billed yearly · Works out to $165/mo
- Unlimited PPM drafts
- Full wizard — cover through subscription process
- Distribution-waterfall calculator (preferred return, promote, splits)
- 16-risk factor library + custom risks
- Attorney-ready PDF output (browser print)
- 14-day free trial, no credit card
- Every property type (multifamily, office, retail, industrial, etc.)
- Email support
Every PPM must be reviewed by a qualified securities attorney before issuance. Need multi-user or enterprise pricing? Contact sales.
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FAQ
Common questions from syndicators
Short answers to the questions sponsors ask before their first PPMWizard draft.
- 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. Most customers tell us counsel review of a PPMWizard draft takes a fraction of the time of a blank-Word draft, saving thousands in legal fees.
Reminder: PPMWizard produces a draft. A qualified securities attorney must review your PPM before you issue it to investors.
Your next PPM could be ready before your attorney's next billable hour.
Start the 14-day free trial. Walk the wizard. Send counsel a clean draft. No credit card required.
PPMWizard is a drafting tool only. Every PPM must be reviewed by a qualified securities attorney before issuance.