PPM Audit
Your PPM reviewed. Every clause. Every regulation.
Navigate AIF's PPM Audit module runs a detailed AI-powered review of your Private Placement Memorandum — flagging compliance gaps, mapping regulatory deviations, and summarizing changes across versions so your legal team knows exactly what to act on.
PPM document
§4.2 Fee structure – flagged
§4.3 Redemption terms
§5.1 Risk factors – flagged
AI review output
Gaps: Fee · Risk · 2 more
Version change summary →
Pain points
PPMs are your fund's most critical document. Most are never properly reviewed.
Drafted once, rarely updated for regulatory changes
Non-compliant clauses that only surface during SEBI inspections
Version changes tracked manually across email threads
Navigate AIF gives your PPM the same scrutiny a senior compliance counsel would — in a fraction of the time.
Everything a PPM audit should cover.
Clause-level review, regulatory mapping, version comparison, and audit-ready reports.
Detailed Clause Review
Every clause reviewed against SEBI AIF Regulations, circulars, and fund-category-specific requirements.
Learn MoreAI Compliance Scoring
Your PPM gets an overall compliance score with clause-level severity ratings (Critical / Advisory / Informational).
Learn MoreRegulatory Gap Mapping
Every flag is mapped to the exact SEBI circular or regulation it deviates from, with a plain-English explanation.
Learn MoreVersion Change Summary
Upload two versions of your PPM and get an AI-generated summary of every material change between them.
Learn MoreSuggested Resolutions
Each flagged clause comes with a suggested fix so your legal team can act immediately, not investigate.
Learn MoreAudit-Ready Report
Download a structured compliance report — suitable for internal review, investor due diligence, or regulatory preparation.
Learn MoreAI review output
Suggested fix: Include break-up of management fee components and frequency of charge.
Not just flagged. Explained, mapped, and resolved.
Most compliance tools tell you something is wrong. Navigate AIF tells you what's wrong, which regulation it violates, how severe it is, and what the fix should look like — all in one view. Your legal team spends time fixing, not investigating.
Version comparison
PPM updated? Know exactly what changed and why it matters.
Upload your original and amended PPM and the AI engine generates a structured summary of every material change — new clauses, deleted provisions, modified risk factors, and fee structure amendments. Each change is assessed for regulatory impact so your team knows which updates need legal review and which are administrative.
Original
§4.2 – Fee structure
Amended
§4.2 – Fee structure (revised)
Regulatory impact
SEBI disclosure – review required
Your PPM should be your strongest document. Make sure it is.
Built for Category I, II, and III AIFs — and the legal counsel and compliance officers who manage them.
