PPM Lawyers

What PPM Lawyers does

PPM Lawyers (legal name Weingold Law PLLC) is a White Plains, New York-based boutique securities law firm founded in 2005 by Erik P. Weingold and formally incorporated in 2015. The firm provides flat-fee Private Placement Memorandum drafting and associated securities compliance services exclusively, with no other practice areas. It serves three primary customer segments — startup founders, fund managers, and real estate sponsors — across all 50 U.S. states, with documented engagement on 500+ PPMs representing more than $1 billion in capital raises since inception. Senior Associate Michael Wheeler (joined May 2022) adds Big Law capital markets experience from Sidley Austin and Akin Gump, giving the firm combined securities law experience of 50+ years.

The firm delivers tiered flat-fee engagements (Startup-Essential under $1M raises at $10,700; Essential $1M–$5M at $12,500; Executive $5M–$25M at $15,500; Executive Plus $25M+ from $17,500) that bundle the full document package — PPM, Subscription Agreement, Operating/LLC Agreement, Investor Questionnaire, SEC Form D, and State Blue Sky filings — with standard 4–6 week turnaround (2–3 weeks expedited) and a $2,500 Deal Launch Session credited toward a full engagement. Two attorney-trained AI assessment tools (Capital Raise Checkup with 5 questions; Capital Raise Game Plan with 11 questions) serve as top-of-funnel lead generation, complemented by a content-driven SEO strategy and ActiveCampaign-managed email nurture. Distribution runs through direct website engagement, free 30-minute attorney consultations, and the Keep The Client™ referral program (white-label, co-counsel, or referral with 10%+ fees) targeting solo and small law firms.

Revenue is not publicly disclosed. The firm operates with 1–10 employees, is entirely founder-owned with no external investment or parent company, and is admitted in New York and New Jersey. Adjacent specialty services include Regulation CF offerings (up to $5M), Regulation A+ mini-IPOs (up to $75M), SAFE transactions, corporate formation, and term sheet preparation, all delivered on a flat-fee basis. The business model is a focused, sales-led professional services practice that competes primarily on price predictability, specialist expertise, and turnaround speed relative to Big Law and mid-size alternatives.

Name

PPM Lawyers

Legal name

Weingold Law PLLC

Website

https://ppmlawyers.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

PPM Lawyers (Weingold Law PLLC) is a White Plains, NY boutique securities law firm providing flat-fee Private Placement Memorandum drafting and Reg D/CF/A+ compliance services to startup founders, fund managers, and real estate sponsors across all 50 U.S. states.

Ownership category

akta.pro rank

Product category

Securities Law Services

NAICS

Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK)

Keywords

• Securities law services
• Private placement memorandum
• Reg D compliance
• Capital raise legal
• Exemption offering services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. PPM Drafting Services: Flat-fee legal services for Private Placement Memorandum drafting and related securities compliance documents. Fees range from $10,700 to $17,500+ depending on raise size and complexity. Single engagement model - one flat fee covers all documents.
2. Deal Launch Session: $2,500 strategy session providing deal structure assessment, exemption guidance, and roadmap - credited toward full PPM engagement if client proceeds.
3. Additional Legal Services: SAFE transactions, Reg CF offerings, Reg A+ offerings, corporate formation, term sheet preparation, and supporting agreements - all flat fee.
4. Attorney Referral Program (Keep The Client): Referral fees of 10% and up for attorneys who refer clients needing PPM services. Three engagement models: White Label, Co-Counsel, or Referral.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

PPM Lawyers (Weingold Law PLLC) is a specialized securities law firm that drafts Private Placement Memorandums and the full suite of accompanying offering, entity, and filing documents (Subscription Agreement, Operating/LLC Agreement, Investor Questionnaire, SEC Form D, and State Blue Sky filings) for entrepreneurs, fund managers, and real estate sponsors raising capital under Regulation D and related SEC exemptions. Engagements are sold on a flat-fee basis tiered by raise size (ranging $10,700 to $17,500+), with every matter handled directly by a senior attorney and standard delivery in 4–6 weeks.

Product overview

PPM Lawyers (operating as Weingold Law PLLC) is a specialized securities law firm providing flat-fee private placement legal services exclusively. The firm offers a tiered service structure organized around raise size: Startup-Essential (under $1M), Essential ($1M-$5M), Executive ($5M-$25M), and Executive Plus ($25M+). Each engagement includes a complete document package: Private Placement Memorandum, Subscription Agreement, Operating/LLC Agreement, Investor Questionnaire, SEC Form D filing, and State Blue Sky filings. The firm also provides specialty services for Regulation CF and Regulation A+ offerings, SAFE transactions, and corporate formation. Free client-facing tools include the Capital Raise Checkup (5-question assessment) and Capital Raise Game Plan (attorney-trained AI tool). The Keep The Client™ program offers attorney referral partnerships with three engagement models.

Differentiator

Problem solved

Functional benefit

Products and services

• Full PPM Engagement Complete flat-fee securities document package for capital raisers, including a custom Private Placement Memorandum, Subscription Agreement, Operating/LLC Agreement, Investor Questionnaire, SEC Form D filing, State Blue Sky filings, and an Attorney Strategy Session — all for one upfront price. Designed for founders, fund managers, and real estate sponsors raising under Regulation D across all 50 states.
• Deal Launch Session Pre-engagement attorney strategy session providing deal structure assessment, exemption guidance, and a clear roadmap before committing to a full PPM engagement. Delivered as a $2,500 flat-fee consultation that is fully credited toward the client's PPM if they proceed.
• Regulation CF Offering Services Drafting of Form C offering circular and required disclosures for Regulation CF offerings, enabling raises up to $5 million from both accredited and non-accredited investors through SEC-registered crowdfunding portals. Targeted at companies using the crowdfunding exemption.
• Regulation A+ Offering Services Full-service end-to-end Regulation A+ (mini-IPO) transaction handling, allowing raises up to $75 million. Includes Form 1-A drafting, SEC filing, comment-letter responses, and qualification process. Targeted at companies seeking a Tier 1 or Tier 2 qualified offering.
• SAFE Transaction Services Preparation of Simple Agreement for Future Equity (SAFE) documents for early-stage companies and startups raising pre-priced rounds from accredited investors. Targeted at pre-seed and seed-stage founders.
• Corporate Formation and Structuring Entity formation, structuring advice, and organizational documents for capital-raising vehicles. Targeted at issuers forming the LLCs, corporations, or funds that will be used to raise capital.
• Term Sheet Preparation Preparation of a professionally drafted term sheet outlining offering economics clearly for prospective investors ahead of full PPM drafting. Targeted at issuers preparing to approach investors for a private placement.
• Capital Structure Advisory Advisory on offering structure, including equity vs. debt, preferred returns, and waterfall mechanics, provided before an issuer commits to a structure and goes to market. Targeted at issuers deciding how to architect their raise.
• Keep The Client™ Attorney Referral Program White-label, co-counsel, and referral partnership program for solo and small law firms whose clients need PPM services, offering three engagement models and a referral fee of 10% and up. Targeted at solo and small law firm attorneys without in-house PPM expertise.

Quantifiable outcome

• 500+ PPMs drafted since 2005
• +3 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Gunderson Dettmer: Leading law firm serving venture-backed startups and venture capital funds with a dedicated private placement / securities practice drafting PPMs, LPAs, and offering documents. Highly comparable as a specialist in startup and fund-formation securities work, though significantly larger and broader than PPM Lawyers.
• Polsinelli PC: National law firm with a focused private offerings and securities practice that drafts PPMs and offering documents for issuers and funds across the U.S. Comparable in securities/private placement specialization but operates at mid-size firm scale with mixed pricing models.
• VC Ready Law: Boutique law firm specializing in securities, private placements, and startup/fund formation work for emerging companies and small funds. Most directly comparable to PPM Lawyers as a flat-fee, specialist securities practice targeting startups and fund managers.

Broad incumbents

• Cooley LLP: Major full-service law firm with one of the largest venture capital and emerging company practices in the U.S., routinely handling Regulation D offerings, PPM drafting, and fund formation. Comparable because it competes for the same fund manager and founder clients but as part of a much broader legal portfolio.
• Wilson Sonsini Goodrich & Rosati: Premier technology and life sciences law firm with extensive securities and private placement practices serving startups, VC funds, and public companies. Comparable in securities/private placement expertise but operates at Big Law scale with hourly billing rather than PPM Lawyers' flat-fee specialist model.
• Goodwin Procter: Large law firm with strong private equity, venture capital, and securities practices that regularly structures private placements and Reg D offerings for fund managers and operating companies. Comparable in serving the same fund manager and capital-raising clients, but as a broad full-service firm.
• Fenwick & West: Major technology and life sciences-focused law firm with strong securities and private placement practices serving venture-backed startups and VC funds. Comparable in handling Reg D offerings for startups and funds but as a Big Law firm with broader practice areas.
• Orrick Herrington & Sutcliffe: Global law firm with a sizable technology companies and venture capital practice that handles private placements, fund formations, and securities offerings. Comparable in serving capital raisers in startup and fund segments, but as a broad full-service firm.
• Latham & Watkins: Global law firm with one of the largest capital markets practices, handling complex private placements, securities offerings, and fund formations. Comparable in private placement expertise but competes at the high end of the market at Big Law pricing rather than flat-fee specialist pricing.

Emerging players

• Founders Legal (Clerky/Founders Counsel): Boutique legal practice serving startups and founders with formation, financing, and securities work, with templated and fixed-fee offerings comparable to PPM Lawyers' approach. Comparable in serving the same founder/startup customer segment with flat-fee securities services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ppm-lawyers
• Xx.com/PPMLAWYERS

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PPM Lawyers