Features that matter for your PPM.

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.

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.

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 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.

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.

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.

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.

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.

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.

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 and, for applicable Regulation D offerings, a Form D pre-fill. PPMWizard does not generate a subscription agreement, verify investors, or submit filings.

Every asset class carries its own numbered cover plate — Plate I for real estate through Plate VIII for film — an engraved line-art vignette in its own duotone, drawn in the style of a certificate engraving. An oil & gas program opens on a derrick over strata; a private-credit fund on an amortization ledger; a VC fund on a branching portfolio fan. Your PPM looks like it was designed for the deal, not recycled from a real estate template.

You drop in your sponsor identity and the cover, interior headers, section markers, and print-footer treatments stay coordinated across every page of the document. Your PPM carries your firm’s identity without anyone having to open a design tool, and without the document losing its editorial consistency.

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 cover art so counsel can review a polished, selectable-text draft alongside the editable Word file.