Before You Raise Capital: A Free PPM Starter Kit

Start with the facts you already have

Most people do not start with a perfectly organized folder. They start with a property, a business, a few spreadsheets, and a growing list of questions.

You may know the purchase price but still be discussing the financing. You may have a working plan while the investor terms are still open. That is enough to begin organizing the information. Keep known facts separate from estimates and decisions that still need review.

We put together three simple tools to help with that first pass. Download them, work at your own pace, and bring the information to counsel when you are ready.

Three free tools, each with a clear job

Use the workbook for facts, the checklist for the next tasks, and the handoff template for the conversation with counsel. Each file works on its own, or you can download the complete kit.

These tools organize your preparation. Completing the checklist does not establish that an offering or its documents are ready to use. Keep estimates labeled and have qualified securities counsel review the facts, terms, and resulting documents.

Three situations that might feel familiar

These are hypothetical examples of how someone could use the kit.

A first property deal

You have a purchase agreement, an early renovation budget, and several financing conversations. Record each figure with its source, then flag financing and timing as open questions. The handoff template gives counsel the current plan and the decisions that still need an answer.

A business acquisition

You have seller information, a rough purchase structure, and a working operating plan. Separate seller-provided facts from your assumptions, then list the missing documents. The preparation checklist helps you identify the next request instead of searching through another email thread.

A repeat sponsor with a new deal

You have useful material from prior work, but this deal has different people, figures, and terms. Record the current information in the workbook and use the handoff template to highlight changes. Keep prior documents as reference material until their contents have been reviewed for this deal.

Use the kit in one practical pass

1. Gather the facts. Put what you know in the workbook and record where it came from.
2. Choose the next tasks. Use the checklist to identify the few items that need collecting or clarification. Give each one an owner.
3. Prepare the handoff. Bring the supporting files and open questions into a short brief for counsel.

If a fact is unknown, leave it open. Avoid filling a blank with a convenient assumption just to make the document look finished.

When you want to turn those facts into a draft

PPMWizard uses guided inputs and a document preview to help you build a working PPM draft for counsel review. You can try the workspace without an account, or browse complete fictional samples to see the structure first.

The starter kit stays free. App registration is a separate step. An app account includes up to three free drafts and previews. Completed PPM exports are $29 once for one offering, or $49 monthly for unlimited offerings and exports while Pro is active. See the plan details before purchasing.

There is no need to solve every question before you begin. A useful first pass makes the questions visible and gives the next conversation a clearer starting point.