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.
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
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