PPMWizard 2.0: A Simpler First Draft

A first draft should help you decide what to work on next. PPMWizard 2.0 makes that easier with a simpler start, a clearer document map, practical help, and lower export prices.

We redesigned the workspace around the way offering facts arrive: a few terms first, more detail later, and questions that need counsel or another member of the team. The site and application use clear sans-serif type, quiet colors, and more direct labels. Fictional samples show the shape of a draft without asking you to treat example numbers as your own.

Start with what you know

To create a new draft, choose an offering type and enter a working name. Add the target raise, minimum investment, sponsor, and short description if you have them. Optional details can wait. The next screen shows the document map and, on larger screens, the preview beside your work.

The eight supported asset classes are real estate, business acquisition, oil and gas, private credit, venture SPV, VC fund, farmland, and film or entertainment. Your selection changes the available sections and financial inputs. Review any provisional legal or security defaults with counsel before treating them as offering facts.

If you want to inspect the workflow first, try the interactive demo without an account or browse the 21 fictional samples. If you copy a sample into your account, replace and verify all of its values.

Check the draft as you go

Begin with the issuer, security, offering terms, and use of proceeds. Then add sponsor information, economics, fees, conflicts, risks, and subscription instructions. Open the preview after a meaningful change and check that repeated terms tell the same story.

The Review & export page surfaces missing inputs and issues for review. Use it to make a short list of facts to collect and decisions to resolve. Filling a section or reaching a progress target does not establish that the offering is legally ready.

Get help where you need it

The help center contains 41 articles covering setup, offering facts, asset-specific workflows, economics, exports, billing, and troubleshooting. Contextual links in the wizard take you to the relevant instructions. You can read and search the help center without an account.

Start with Create your first draft if you are new. Use Preview and edit to understand how changes move into the document, and Prepare a counsel handoff when you are ready to share a working draft.

Choose an export plan when the draft is useful

Free accounts can hold up to three drafts with watermarked previews. No card is required. When you need exports, you have two paid options:

• Single PPM: $29 once. Unlock the export package for one offering and re-export its revisions. Each additional offering needs its own unlock or an active Pro plan.
• Pro: $49/month. Create and export unlimited drafts while the subscription is active. The plan renews monthly; cancellation is managed in billing.

The package includes an editable Word draft, a selectable-text PPM PDF, an investor-questionnaire PDF, an applicable Form D preparation worksheet, and an Excel underwriting workbook for supported real-estate workflows. Form D output helps organize filing information; PPMWizard does not submit SEC or state filings. Prices exclude any applicable tax, counsel fees, filing fees, or other vendor costs.

Prepare a useful handoff to counsel

Send counsel the editable draft together with the source financial model, governing documents, material contracts, and your list of open questions. Identify estimates and unresolved terms. Word edits do not automatically sync back to the wizard, so keep the two versions aligned when you make revisions.

PPMWizard organizes a first draft. Qualified securities counsel must determine the available exemption, required disclosures, investor procedures, and filing obligations, and review the documents before use. The practical next step is to choose an offering type, name the draft, and enter the facts you can support.