PPMWizard
Guided PPM drafting, waterfall modeling, and export-ready offering documents.
Overview
PPMWizard is guided document-assembly software for private placement memorandums and securities offering documents. It turns offering terms into a structured workflow, keeps connected provisions consistent, models preferred returns, catch-ups, promote tiers, and distributions, and exports editable Word, PDF, Form D pre-fill, investor questionnaires, and applicable underwriting spreadsheets. It supports Regulation D and Regulation S offerings across real estate, private credit, funds, SPVs, venture, energy, acquisitions, and entertainment. PPMWizard is drafting software, not a law firm; documents should be reviewed by qualified securities counsel.
Guided PPM drafting with live preview, waterfall modeling, and export-ready Word, PDF, Form D, questionnaire, and Excel files.
Sources behind this listingSee source links, recorded dates and owner corrections.
Observed facts come from public pages. Founder-edited facts are supplied by the verified owner. AI-inferred facts are model interpretations; derived facts are calculated from other data. A source link lets you check the current page. It does not guarantee the fact is still current.
Dates show when a record was saved. Some older records use the listing’s update date; they are not proof of a fresh check. Missing source records are shown explicitly.
- TaglineGuided PPM drafting, waterfall modeling, and export-ready offering documents.
- Founder-editedRecorded Source: ppmwizard.com
- DescriptionPPMWizard is guided document-assembly software for private placement memorandums and securities offering documents. It turns offering terms into a structured workflow, keeps con...
- Founder-editedRecorded Source: ppmwizard.com
- Starting priceFree; paid plans from $249
- Founder-editedRecorded Source: ppmwizard.com
- Free planYes
- Founder-editedRecorded Source: ppmwizard.com
- Free trialYes
- Founder-editedRecorded Source: ppmwizard.com
- Pricing modelfreemium
- AI-inferredRecorded Source: ppmwizard.com
- Plan: Free Drafting TierFree
- AI-inferredRecorded Source: ppmwizard.com
- Plan: Single PPMPrice not stated
- AI-inferredRecorded Source: ppmwizard.com
- Plan: Pro$199/mo
- AI-inferredRecorded Source: ppmwizard.com
- SummaryGuided PPM drafting with live preview, waterfall modeling, and export-ready Word, PDF, Form D, questionnaire, and Excel files.
- Founder-editedRecorded Source link unavailable
Pricing
- drafts
- 3
- Create and preview up to 3 drafts before you pay.
- Every guided wizard section
- Live document preview
- ppms
- 1
- One PPM draft export package
- Editable Word for counsel review
- Clean PDF without watermark
- ppms
- unlimited
- Unlimited drafts and exports
- Word, PDF, questionnaire, and applicable add-ons
- Email support
Key Features
- Guided drafting workflows for Regulation D and Regulation S
- Live document preview during the drafting process
- Editable Word and PDF exports for counsel review
- Support for multiple asset classes and deal-specific workflows
- Real-time synchronization of document sections
Who Is It For
Small to medium-sized enterprises and investment firms looking to raise private capital, particularly those with some familiarity with legal documentation and investment terms.
Sponsors, fund managers, attorneys, and deal teams drafting Regulation D or Regulation S offering documents.
Anyone seeking legal advice, guaranteed compliance, or a substitute for qualified securities counsel.
Strengths & Weaknesses
Classification
Alternatives to PPMWizard
Community
No comments yet. Be the first to share your experience.