Features that matter for your PPM.

Every section of a PPMWizard draft ships with standard Regulation D disclosure language, risk warnings, and forward-looking-statement caveats your counsel will expect to see. The disclaimers are tuned to the exemption you picked at the start of the wizard — 506(b) offerings render with no-solicitation language and the 35 non-accredited-investor context, while 506(c) offerings render with accredited-verification language and the public-solicitation carve-out.

The language is not generic boilerplate. Cover-page disclaimers, investor-suitability statements, and no-review-by-SEC notices are reviewed against current Reg D practice and updated when the SEC meaningfully changes a rule. When you toggle an exemption, the disclosure text actually changes across the document — not just a label on the cover.

The goal is a draft your securities attorney can redline in a few billable hours instead of reconstruct from scratch. Most customers tell us counsel review takes a fraction of the time a blank-Word draft would, and the largest chunk of that savings comes from the disclaimers and risk language already being in the right shape.

Configure preferred returns, catch-up provisions, promote splits, and IRR hurdles from inside the wizard. The waterfall engine handles the most common structures sponsors actually use — pref-and-promote, European waterfall, American waterfall, multi-tier hurdles — and lets you define custom splits when you need them.

The math then flows automatically into two surfaces: the prose-level distribution-provisions section of the PPM (so the document language matches what you configured), and the sensitivity tables and pro forma on the opposite pages (so your investor sees a three-scenario waterfall that agrees with the disclosure text). No more drift between the "words" side and the "numbers" side of the document.

The Excel underwriting-model export then gives your counsel and your LPs a live, editable version of the same waterfall, so everyone is working off the same cash-flow engine rather than rebuilding the model from scratch in a fresh spreadsheet.

Risk factors are the section where most DIY-template PPMs fall apart. PPMWizard ships a vetted library of 16 risk-factor families — illiquidity, sponsor-reliance, macroeconomic, construction, commodity, tax, litigation, key-person, regulatory, leverage, concentration, and others — each written in the voice a securities attorney would expect on a first read.

The library is not just a list; it is filtered by your asset class and exemption. Oil-and-gas partnerships load commodity-price and depletion-allowance risks automatically. Private-credit funds load borrower-concentration and draw-period risks. Real estate loads tenant-concentration and capital-expenditure risks. You start with a draft that is already deal-appropriate, not a multifamily template on an energy partnership.

When your deal has a risk the library does not cover — a unique tenant covenant, a local regulatory quirk, a specific environmental issue — the custom-risk builder lets you add paragraph-level disclosures in the same voice and format as the library entries, so the section reads consistently from top to bottom.

For real estate deals, the wizard generates unit-mix and rent-roll tables, a five-to-ten-year cash flow, a sources-and-uses block, and a return summary that ties into the waterfall you configured. Inputs follow the shape of a real underwriting model — rent growth, vacancy, opex ratio, cap-rate assumption, loan terms — so the projections read the way a sophisticated LP expects them to.

For operating-company and M&A deals, the wizard swaps in EBITDA build-ups, debt-service coverage, working-capital assumptions, and a scenario table that walks an investor through the base, downside, and upside cases. Oil-and-gas partnerships and private-credit funds each have their own projections shapes tuned to how those verticals are typically presented.

No spreadsheet gymnastics. You never leave the wizard to get the projection tables into the document, and the tables are editable in place so you can iterate without breaking the layout.

A PPM without a clear subscription section leaves your investor guessing how to actually fund their commitment. The subscription-process builder walks you through the operational details investors care about: how accreditation is verified, what the subscription agreement looks like, where wires are sent, how often distributions are paid, and what K-1 delivery looks like.

The flow tunes itself to your exemption. A 506(b) offering generates language about reasonable belief of accredited or sophisticated status; a 506(c) offering generates language about reasonable-steps verification, including the common methods (letter from CPA, third-party verification service, income documentation). Your counsel still reviews it, but the draft reflects what actually has to happen under the rule you chose.

The export then feeds directly into the investor-questionnaire PDF and a Form D pre-fill, so your subscription packet and your regulatory filings are all sourced from the same answers you gave the wizard.

PPMWizard ships three editorial cover themes — Navy, Forest, and Crimson — each designed as a complete specimen sheet, not just a color swap. The typography hierarchy, cover composition, section markers, and footer treatments are coordinated across every page of the document, so a PPM rendered in Navy reads differently from one rendered in Crimson without ever looking inconsistent internally.

You drop in your sponsor logo and, optionally, a custom accent color. The cover, interior headers, section dividers, and print-footer color all refresh instantly. Your PPM carries your firm’s identity without anyone having to open a design tool, and without the document losing its editorial consistency.

The PDF export is tuned for print output — proper page breaks, folio numbers, margin pagination — so the document that lands on an investor’s desk reads like a finished book, not a Word document that was printed to PDF.