CAPITAL RAISING FIRM
We help growth-stage companies raise $5M+ from accredited investors through Reg D 506(b) and 506(c) offerings. Investor targeting, outreach, materials, and data room management.
Our capital raising advisory services are designed for companies raising $5M or more from accredited investors. Whether you're pursuing a Series A, growth equity, or strategic investment, we help you navigate the private placement process.
Unlike equity crowdfunding, Reg D offerings are limited to accredited investors but have no cap on how much you can raise. This makes them ideal for later-stage companies seeking substantial growth capital.
$5M - $50M+
No regulatory cap on Reg D raises from accredited investors.
Regulation D provides two primary exemptions for private placements. Understanding the differences is key to choosing the right path.
| Feature | Reg D 506(b) | Reg D 506(c) |
|---|---|---|
| General Solicitation | Not permitted | Permitted (advertise publicly) |
| Investor Types | Unlimited accredited + up to 35 sophisticated | Accredited investors only |
| Verification | Self-certification allowed | Third-party verification required |
| Raise Limit | Unlimited | Unlimited |
| Best For | Existing network & warm introductions | Broader outreach & marketing campaigns |
Our capital raising advisory is different from traditional placement agents. We focus on strategic positioning, not just introductions.
We identify and prioritize the right investors for your specific raise-VCs, family offices, angels, or strategic investors who align with your industry and stage.
Warm introductions through our network, combined with strategic cold outreach. We handle the relationship building so you can focus on running your business.
Pitch deck, executive summary, financial model review, and data room setup. We ensure your materials tell a compelling story that resonates with sophisticated investors.
Professional virtual data room setup with proper organization, access controls, and tracking. Know who's viewing what and follow up intelligently.
We help you prepare for and navigate investor due diligence, anticipating questions and ensuring you're ready with clear, compelling answers.
While we don't provide legal advice, we help you understand deal structures, terms, and what's market-standard for your stage and industry.
Traditional placement agents often take large success fees and focus primarily on their existing LP relationships. We take a different approach.
We helped a fintech company raise $2M through Reg CF while simultaneously pursuing a $10M Reg D round with institutional investors. The crowdfunding success provided social proof that helped close the institutional round.
Schedule a consultation to discuss your capital raising goals. We'll assess your readiness and outline a strategy for your Reg D raise.