PPMWizard

PPMWizard is a browser-based document automation platform for sponsors, founders, fund managers, attorneys, and fundraising teams preparing private placement memorandum drafts and related investor materials. The product turns a complicated, multi-document drafting process into a guided workflow. Users enter offering information once, review the document as it develops, and keep core deal terms consistent across the materials they produce.

The workflow is organized around the information commonly needed for a private offering. It collects issuer details, offering structure, use of proceeds, risk information, subscription terms, management information, and other deal-specific disclosures. Instead of starting with a blank word-processing file, a user moves through structured questions and sees how the answers affect the resulting draft. This approach is especially useful when a team needs to gather facts from several people before counsel performs the final review.

A live document preview gives users visibility into the draft throughout the process. That makes it easier to notice missing facts, inconsistent numbers, or sections that still need attention before a document is exported. PPMWizard also provides workflows for multiple offering and asset types, including real estate, private credit, venture special-purpose vehicles, funds, business acquisitions, oil and gas, farmland, and film or entertainment offerings. The available questions and supporting calculations adapt to the selected workflow.

For real-estate and other supported offerings, PPMWizard includes financial modeling tools alongside the document builder. Users can organize sources and uses, debt assumptions, operating projections, investor distributions, preferred returns, and waterfall structures. Because the narrative draft and model draw from the same deal information, the platform helps reduce the repetitive copying that can introduce inconsistencies between a memorandum and its supporting schedules.

Free accounts can create and preview up to three PPM drafts without a credit card. When a draft is ready for professional review, users can purchase the export package for one offering or choose a Pro subscription for broader access. Available exports include editable Microsoft Word and polished PDF drafts. Depending on the offering, the platform can also prepare an investor questionnaire, applicable Form D data, and Excel underwriting outputs. The exported materials are designed to support collaboration with securities counsel and other professional advisers.

The product is best suited to teams that want a more organized starting point for private-offering documentation. A sponsor can use the guided intake to assemble the business and deal facts that counsel will need. A fundraising team can work from a consistent set of terms. An attorney can receive a more structured first draft and source information instead of reconstructing the deal from scattered emails, spreadsheets, and old templates.

PPMWizard emphasizes clarity about the limits of document automation. It is a drafting and workflow tool, not a law firm, broker-dealer, investment adviser, tax adviser, or substitute for professional judgment. Users remain responsible for the accuracy of their information, appropriate legal review, securities-law compliance, filing obligations, and the final offering materials. The platform encourages attorney review before any document is used with prospective investors.

The interface is designed to make a specialist process easier to navigate without hiding the seriousness of the work. Progress indicators, structured sections, reusable deal information, and immediate previews help users understand what has been completed and what remains. The result is a practical workspace for creating a coherent draft package, reviewing it with advisers, and producing the files needed for the next stage of an offering.