PPMWizard
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Inside the PPM workspace

Your PPM workspace.From deal terms to counsel review.

Build a draft section by section. Preview the document, review applicable financial scenarios, and prepare editable files for your securities attorney. Try a fictional example right here.

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Three free on-screen drafts. No credit card required.

Drafting software. Counsel review required before issuance.

PPMWizard workspace

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Fictional draft

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Draft excerpt

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Real Estate · Private placement memorandum

Desert Ridge Apartments

Proposed terms for issuer and counsel review. Final disclosures require deal-specific review.

Target raise

$8,500,000

Minimum investment

$50,000

Use-of-proceeds snapshot
Property investment · 80%
$6,800,000
Reserves · 15%
$1,275,000
Offering expenses · 5%
$425,000

Illustrative budget inputs, not a return model or forecast. Edit the reserve percentage in Use of proceeds.

Nothing is saved or submitted. Attorney review required before issuance.

Read the full fictional sample

Shape the narrative

Offering details, sponsor information, risks, governance, and subscription procedures.

Explore drafting tools

Review the economics

Distribution structures, financial inputs, and models for supported workflows.

Explore financial tools

Prepare the handoff

Editable documents and applicable supporting files for issuer and counsel review.

Explore the outputs

How the pieces connect

Start with the facts. Review the whole draft.

Selected answers are reused in the relevant document sections and supported calculations. Review them as one offering before exporting for counsel.

  1. 01

    Deal facts

    Choose the asset class and framework. Enter the issuer, raise, and security terms.

  2. 02

    Disclosure inputs

    Add the business plan, sponsor information, selected risks, and governance details.

  3. 03

    Draft and tables

    Inspect your document preview and any financial calculations supported by the workflow.

  4. 04

    Counsel review

    Export paid review files, resolve required revisions, and retain qualified securities counsel.

Try this workflow

Explore what applies to your deal

The tools, their outputs, and their scope.

See a real-estate workflow

Capability 01

Exemption-aware drafting guardrails

PPMWizard provides structured starting language, risk warnings, and forward-looking-statement caveats in applicable draft sections. Key exemption-sensitive prompts distinguish Rule 506(b), Rule 506(c), Rule 504, and Regulation S workflows instead of silently treating every offering as the same.

What you work with

Framework-sensitive questions and starting disclosure language

Scope and review requirements

For example, 506(b) and 506(c) workflows use different starting language for solicitation and investor qualification. The selected framework also affects relevant questionnaire and filing-preparation outputs. These are drafting guardrails, not a legal determination that an exemption is available or that the disclosure is complete.

The goal is to give your securities attorney a structured, deal-specific draft to review instead of a blank document. Review scope, timing, and fees remain between you and your counsel and depend on the offering.

See framework prompts

Capability 02

Distribution waterfall calculator

Configure distribution terms in the wizard. Real-estate and farmland workflows include a calculator for preferred returns, catch-up provisions, promote splits, and IRR hurdles. Other workflows record supplied terms for review. The supported calculator includes European and American waterfall structures, multiple tiers, and custom splits.

What you work with

Distribution terms and applicable calculation tables

Scope and review requirements

The selected terms are designed to stay aligned across the distribution-provisions draft and the applicable financial tables. Every projection and legal provision still requires sponsor and counsel review before use.

Real-estate workflows also include an editable Excel underwriting workbook. It is a review aid, not a substitute for the issuer’s source underwriting or professional financial analysis.

Read the waterfall guide

Capability 03

Pro forma & projections

Real-estate and farmland workflows include a year-by-year NOI, debt, exit, and scenario model tied to the waterfall inputs. Real-estate drafts can also use unit-mix, rent-roll, sources-and-uses, and return-summary data entered in the wizard.

What you work with

Applicable projections, scenarios, and review workbooks

Scope and review requirements

Other asset classes collect and render structured operating, portfolio, reserves, or valuation inputs. They do not yet include equivalent M&A, oil-and-gas, private-credit, venture, or film projection engines.

All projections are estimates supplied or configured by the issuer. They require independent review and do not guarantee performance.

Explore real-estate modeling

Capability 04

Asset-specific risk-factor starting set

Risk factors require deal-specific judgment. PPMWizard includes a 54-factor catalog covering illiquidity, sponsor reliance, construction, commodity, tax, key-person, regulatory, leverage, concentration, and other themes as a starting point for issuer and counsel review.

What you work with

Selected risk text and your deal-specific additions

Scope and review requirements

The wizard filters that catalog to an asset-specific set of 13 to 16 suggested risks. Nothing is included automatically: the sponsor reviews and selects each factor, then counsel determines what must be revised, removed, or added for the actual offering.

When the catalog does not cover a deal-specific issue, a free-form field lets you add risk text for counsel review. PPMWizard does not automatically draft, validate, or harmonize that custom language.

See how risk factors work

Capability 05

Subscription-process builder

A PPM draft needs a clear description of the subscription process. The wizard collects operational details such as qualification steps, funding instructions, distribution cadence, and expected tax-reporting timing for inclusion in the draft.

What you work with

Draft procedures and supported investor and filing worksheets

Scope and review requirements

The flow provides exemption-specific prompts and starting language. For example, a 506(b) workflow addresses reasonable belief of accredited or sophisticated status, while a 506(c) workflow addresses reasonable-steps verification. Your counsel must determine the actual procedures, evidence, and language the offering requires.

The same answers feed an investor-questionnaire PDF where supported and, for applicable Regulation D offerings, a Form D preparation worksheet. PPMWizard does not generate a subscription agreement, verify investors, or submit filings.

Review the subscription workflow

Capability 06

Clear document layout

Your document uses a clear sans-serif layout with consistent headings, tables, confidentiality notices, and page numbering. Public samples use illustrative imagery; your legal draft uses a clean typographic cover and your actual offering terms.

What you work with

Paid editable Word and selectable-text PDF exports

Scope and review requirements

For attorney review, export a native, editable Word document built from those same wizard answers. Counsel can comment, redline, and use Track Changes without recreating the draft or working from a flattened file.

The PDF export uses coordinated page breaks, folio numbers, margins, and clear tables so counsel can review a polished, selectable-text draft alongside the editable Word file.

See the export formats

Capability 07

Practical help at each step

The help center contains 41 articles covering setup, offering facts, asset-specific workflows, economics, exports, billing, and troubleshooting. Read and search it without creating an account.

What you work with

Searchable instructions and counsel-handoff checklists

Scope and review requirements

Contextual help links in the wizard open the relevant instructions. Start with the first-draft walkthrough, use export guides to understand which files apply, and follow the counsel-handoff guide when you are preparing a review package.

Help articles explain the product and the information to collect. They do not replace deal-specific legal or financial advice.

Explore the help center

Fictional offering and illustrative imagery

Inspect the output

Open the full document. Check the details.

Browse the complete Desert Ridge Apartments sample to see its section structure, terms, disclosures, and financial tables. Public samples show the document layout; your draft uses your facts and a clean typographic cover.

Read the full sample Prepare for attorney review

Samples are not legal clearance, completed raises, or investment opportunities.

Try the workspace on your deal

Draft free. Choose exports when you need them.

Start with up to three free on-screen drafts. Software access is $29 once for one offering and later revisions, or $49/month for unlimited drafting and exports while your subscription is active. Counsel, filing fees, and applicable taxes are separate.

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No card required to draft. Attorney review required before issuance.