PPMWizard help center
A clear next step, whatever you’re working on.
Practical product guides, plain-language explanations, and checklists you can keep beside your draft.
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Create your first draft
Prepare your review
Send a useful package to counsel
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41 articles
Create your first draft
A practical walkthrough from your first login to a document you can review.
Read article Getting startedChoose an offering type
How the asset class changes your questions, document sections, and supporting files.
Read article Getting startedStart from a fictional sample
Use examples to learn the workflow without mistaking sample data for your own facts.
Read article Account and billingCreate an account and sign in
Passwords, confirmation emails, and returning to your workspace.
Read article Account and billingUnderstand the $29 and $49 plans
Free drafting, one document purchase, and unlimited monthly use.
Read article Account and billingUnlock exports and find your purchase
Where to purchase one PPM and what to do if downloads remain locked.
Read article Account and billingManage or cancel Pro
Use the billing portal to manage recurring charges.
Read article Offering setupEnter the issuer, entity, and security
The sponsor, issuer, and security are related but are not interchangeable.
Read article Offering setupConfirm the regulatory framework with counsel
Understand what the workflow selection does and which decisions need legal review.
Read article Offering setupComplete the legal fact checklist
Collect facts without treating the app as a legal determination.
Read article Deal termsEnter your raise and minimum investment
Keep the core numbers consistent throughout the draft.
Read article Deal termsExplain how investor capital will be used
Build a proceeds table that reconciles to the stated raise.
Read article Deal termsDisclose sponsor fees and compensation
Describe who gets paid, when, and how the amount is calculated.
Read article Deal termsBuild and review a distribution waterfall
Understand preferred returns, return of capital, and promote tiers.
Read article Deal termsReview projections and financial assumptions
Separate historical facts, assumptions, and projected results.
Read article DisclosuresDescribe the sponsor and team
Use factual biographies and explain the roles in this offering.
Read article DisclosuresPresent prior performance carefully
Explain what the record measures and which limits affect comparability.
Read article DisclosuresDocument conflicts and related parties
Make incentives and relationships visible to the reviewer.
Read article DisclosuresChoose and customize risk factors
A suggested library is a starting point for deal-specific disclosure.
Read article DisclosuresExplain investor rights and governance
Align the PPM with the agreements that define investor rights.
Read article DisclosuresDescribe the subscription process
Prepare clear instructions without implying the app accepts investors.
Read article Review and exportsPreview, save, and edit your document
How the live document and structured inputs fit together.
Read article Review and exportsPrepare a draft for securities counsel
A checklist for a useful review package.
Read article Review and exportsChoose Word, PDF, Excel, or a supporting export
Which format to use and when a file applies to your offering.
Read article Review and exportsUse a Form D pre-fill
A starting point for filing review, not a submitted filing.
Read article Review and exportsUse the investor questionnaire
Collect information without treating a form as verification.
Read article Offering setupPrepare state notice information
Keep jurisdictional questions visible to your reviewer.
Read article Getting startedReuse an offering for the next deal
Duplicate a useful structure, then review every copied fact.
Read article TroubleshootingFix a draft that is not saving
Check the save state before re-entering information.
Read article TroubleshootingSave a readable PDF
A checklist for download issues and browser printing.
Read article Account and billingManage your data and privacy
Account export, analytics choices, and support hygiene.
Read article TroubleshootingFind the right next step when something goes wrong
A short diagnostic path for login, saving, checkout, and exports.
Read article Asset-class workflowsReal estate workflow checklist
Information to gather for a real estate draft.
Read article Asset-class workflowsBusiness acquisition workflow checklist
Information to gather for a business acquisition draft.
Read article Asset-class workflowsOil & gas workflow checklist
Information to gather for an oil & gas draft.
Read article Asset-class workflowsPrivate credit workflow checklist
Information to gather for a private credit draft.
Read article Asset-class workflowsVenture SPV workflow checklist
Information to gather for a venture SPV draft.
Read article Asset-class workflowsVC fund workflow checklist
Information to gather for a VC fund draft.
Read article Asset-class workflowsFarmland workflow checklist
Information to gather for a farmland draft.
Read article Asset-class workflowsFilm & entertainment workflow checklist
Information to gather for a film & entertainment draft.
Read article Asset-class workflowsFund or single-investment SPV?
Choose the workflow that matches how capital will be invested.
Read articleNeed help using the product? Contact us.
Product guidance is educational. Your securities counsel reviews legal decisions and every document before use.