Raising capital works when the business is ready, the materials are clean, and the timeline is owned. We run a disciplined, compliant private-raise process—primarily under Reg D and Reg CF—so you can keep operating while the raise moves forward. In coordination with your securities attorney, we take ownership of the plan, investor materials, and data room so diligence stays organized and momentum doesn’t drift.

Why this matters.
Many good businesses don’t fail in a raise—they stall. The story, the numbers, and the rules aren’t aligned, so every investor conversation becomes a re-explanation. We turn that alignment into the work: a clear use-of-funds, consistent financials, and a diligence trail that holds up under scrutiny.

What we run.
We lead a capital-readiness and execution project alongside your counsel: readiness scoring, a milestone plan, an investor-ready financial pack (built with/through your accountant), a tight deck and one-pager, and a version-controlled data room. We manage Q&A routing, diligence requests, and communication logs so nothing disappears into email threads or ad-hoc follow-ups.

How it stays compliant.
Offering language and investor access are led by your securities counsel. For 506(b), materials are shared privately and by invitation; for 506(c), a public-facing teaser can be paired with accredited-investor verification. We do not solicit investors or handle funds—we manage the process, documentation, and schedule that keep the raise controlled.

What you can expect.
In 8–14 weeks, you’ll have a clean financial pack, counsel-vetted materials, an organized data room, and a tracked path to investor access. The outcome is control with momentum: fewer surprises, cleaner diligence, and a raise you can run in parallel with the business.