Drafting your PPM with AI
AI writing tools can speed up the narrative parts of a PPM. Used with a complete template and careful review, they save time without putting your offering at risk.
Last reviewed November 2026
Where AI helps
- Business description. Turn your notes, website copy and plan into a clear description of products, customers and operations.
- Management biographies. Turn résumés into consistent, factual bios.
- Plain-language explanations. Explain your capital structure, investor classes or distribution waterfall in simple terms.
- Risk brainstorming. List industry and company risks to discuss with your attorney. Treat it as a first pass, not the final list.
- Consistency checks. Ask a tool to compare the summary of terms with the body and flag numbers that don’t match.
Where it doesn’t
- AI doesn’t know your facts. It will fill gaps with plausible-sounding text, so check every statement.
- AI isn’t a lawyer. It can misstate rules, cite outdated thresholds or invent requirements.
- Never let it write projections, return targets or claims you can’t support.
- It can’t produce financial statements or an official capitalization table. Those come from your accountant and records.
Protect confidential information
Offering details, financials and investor names are confidential. Check your tool’s data settings before you paste anything in, and use business plans that don’t train on your data where possible.
A prompt that works
Example prompt
Using only the facts below, write a two-paragraph business description for the “Business of the Company” section of a private placement memorandum. Use a neutral, factual tone. Don’t include projections or promotional language. Facts: [PASTE YOUR NOTES]Keep a human in charge
Read every AI-drafted sentence, compare it with your records, and have your attorney review the completed PPM. The template keeps the legal structure in place; AI only helps you fill it in. Using AI is optional, and every section can be completed without it.
Capital raising made easy.
Pick a template and a kit. Every kit includes the PPM, subscription agreement, investor questionnaire and state legends, and we file your Form D and Blue Sky notices.