PPMWizard

Guided PPM drafting, waterfall modeling, and export-ready offering documents.

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.