PPMWizard Is Live: What You Can Build Today

PPMWizard is now live: a guided workspace for turning the facts of a private offering into a structured first draft that securities counsel can review, revise, and make specific to the deal.

Most private offerings do not begin with a clean, complete set of instructions. They begin across a financial model, an entity document, a half-finished term sheet, email threads, investor questions, and the sponsor’s memory. The drafting problem is not simply filling a blank page. It is getting those decisions into one coherent system before they are repeated across a long document.

We built PPMWizard for that moment. It gives sponsors, fund managers, operators, and acquisition entrepreneurs a place to organize the deal, see how the draft is taking shape, and prepare a more useful starting point for counsel. The short version of the origin story lives on our About page. This launch note is about what the product can do today.

Start with the offering, not a static template

A static template begins with pages. PPMWizard begins with decisions: the asset class, issuer, security, intended offering framework, economics, use of proceeds, sponsor information, investor process, material risks, and supporting financial inputs. The wizard turns those decisions into a sequence of focused questions and keeps the resulting draft visible beside the work.

That distinction matters because the same answer can affect several places. A security name may appear on the cover, in the offering summary, in transfer language, and in the investor questionnaire. A preferred return belongs in both the waterfall terms and the economic summary. An intended exemption changes which qualification and solicitation prompts are relevant. Capturing those facts as structured inputs makes inconsistencies easier to see than editing disconnected paragraphs.

The goal is not to make a document look finished sooner. It is to make the unresolved decisions visible sooner.

What you can build today

The first public release supports eight deal families: real estate, business acquisitions, oil and gas, private credit, venture SPVs, venture and private-equity funds, farmland, and film or entertainment financing. Each workflow changes the questions, suggested risk themes, document labels, and applicable financial sections instead of treating every raise as a renamed multifamily syndication.

The regulatory-framework choices include Rule 506(b), Rule 506(c), Rule 504, and Regulation S. That selection controls relevant drafting prompts and starting language; it is not a legal determination that a particular exemption is available. The issuer and qualified securities counsel remain responsible for that analysis.

The current product includes:

• A guided drafting flow with asset- and framework-aware prompts for the supported workflows.
• A linked live preview so changes can be reviewed in document context while the facts are still being assembled.
• Offering economics and waterfall inputs, including preferred returns, promote splits, catch-ups, and multi-tier hurdles.
• A risk-factor starting library that the sponsor selects and counsel revises for the actual deal.
• An editable Word draft and a selectable-text PDF for review, comments, redlines, and presentation.
• An investor questionnaire and applicable Form D pre-fill generated from the same captured offering facts.
• A real-estate underwriting workbook for workflows where the supported model applies.
• Twenty-one fictional samples that demonstrate different assets, structures, offering sizes, and drafting paths.

You can inspect those outputs before creating an account in the sample PPM gallery, or review the exact current scope on the Features page.

One set of facts, a coordinated review package

A private-placement document is full of repeated facts. Offering size, minimum investment, security type, use of proceeds, distribution terms, investor qualifications, and issuer details resurface throughout the package. When each section is edited independently, small disagreements are easy to create and hard to spot.

PPMWizard uses one structured set of answers across the places where those answers belong. The live preview exposes the draft as it develops; readiness checks identify information that remains missing or needs confirmation; applicable supporting files reuse the captured facts. The result is still a draft, but it is a draft with a visible trail back to the sponsor’s inputs.

Designed for counsel review, not to replace counsel

The boundary is deliberate. The SEC explains that offers and sales of securities by private companies are regulated and must be registered or conducted under an available exemption. That analysis begins before document formatting. Software can organize facts and apply supported drafting logic, but it cannot know every material fact, jurisdiction, conflict, communication, relationship, or transaction history surrounding an offering.

PPMWizard does not:

• provide legal, tax, accounting, or investment advice;
• choose an exemption or certify that its conditions are satisfied;
• verify an investor’s accredited status or accept subscriptions;
• act as a broker-dealer, placement agent, escrow provider, or investor portal;
• file Form D or state notices on the issuer’s behalf; or
• turn a generated draft into a document ready for issuance without review.

Attorney review is therefore a product requirement and a core design principle. The application labels previews and exports as drafts, preserves open issues for review, and avoids claiming that selecting a workflow makes an offering compliant. Qualified securities counsel determines what the actual offering requires and revises the package before it is used with investors.

Draft and preview before paying

A free account can hold up to three drafts. You can move through the wizard, use the live preview, and decide whether the workflow fits the deal without entering a credit card. Payment begins when you choose to unlock an export package or subscribe for repeat use.

We chose that model because a drafting tool should be evaluated on the user’s actual structure, not a polished demo alone. A sponsor should be able to test the questions, see where the deal does not fit, and inspect the draft before deciding to export it. Current plan details remain on the Pricing page so this launch note does not become a stale price sheet.

Start from a sample or start from scratch

If the structure is already clear, start from scratch and choose the relevant asset class. If you want to see how a complete workflow hangs together first, load one of the fictional samples. A sample seeds the wizard with an illustrative deal so you can inspect the sections, replace the facts, and see how changes move through the draft.

Samples are teaching tools, not recommendations or reusable legal documents. Every sponsor name, property, company, projection, and investment term in the gallery is fictional. They show the shape of the workflow while keeping the responsibility for the real offering where it belongs.

What comes next

The first release is a foundation. We will keep improving the questions, drafting logic, calculations, exports, and review signals as users show us where a workflow is unclear or a real deal does not fit. We will also use this blog for concrete release notes: what changed, who it helps, and any limitation that still matters.

The standard is straightforward: clearer inputs, fewer contradictions, better visibility into unfinished work, and an honest boundary between drafting software and professional judgment.

Bring the deal facts. PPMWizard will organize the first draft. Then bring in qualified securities counsel to make it yours.