Asset Manager

Updated:

PPM Fast

Private placement memorandum template, PPM templates for regulation D private offerings, real estate funds, regulation d offerings selling private stock

PPM Fast

Private placement memorandum template, PPM templates for regulation D private offerings, real estate funds, regulation d offerings selling private stock

General information

Firm type

Asset Manager

Year founded

2009

Location

Region

North America

Country

United States

City

Phoenix

Corporate office

2501 W Happy Valley Rd Suite 4, #1014, Phoenix, AZ 85085, United States

Sector focus

Enterprise SoftwareReal EstatePrivate CreditHedge FundsEnergy Transition & RenewablesMedia & EntertainmentSecondaries & Special Situations

Frequently asked questions

Does PPM Fast provide legal advice or act as a placement agent?

No. PPM Fast sells document templates — its materials are described as ‘legal grade’ but the firm does not hold itself out as a law firm, broker-dealer, or registered investment advisor. The templates are purchased for self-directed use by issuers and their counsel.

How is PPM Fast's template business separated from its filing business?

The firm operates a separate-facing website, Reg D Filer, that handles SEC Electronic Data Gathering, Analysis, and Retrieval (EDGAR) Form D submissions and state Blue Sky filings. This unbundles the one-time template purchase from the administrative filing workflow, allowing repeat filers to use the compliance product without re-buying the document layer.

What types of securities offerings does PPM Fast's product support?

The templates are built for Regulation D Rule 506(b) and 506(c) offerings across corporate, LLC, and limited partnership structures. PPM Fast's own site copy references equity shares, membership units, and promissory notes as the instruments typically sold through its templates — covering the three most common exempt-offering security types.

Who are PPM Fast's typical customers?

The firm lists attorneys, paralegals, CPAs, stock brokers, investment bankers, and entrepreneurs as its core user base. The pricing and self-service model suggest a split between legal professionals who repurpose the templates for multiple clients and direct issuers who file their own Form D without intermediary counsel.

Does PPM Fast disclose the principals behind the business?

No individuals are publicly named on the website. The entity is identified as PPM Fast, LLC, a Phoenix, Arizona registered company, but the management structure, ownership, and operator names remain undisclosed as of the data cutoff.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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