Welcome to Your Capital Raise Onboarding

Please provide your contact information so we can tailor your investor marketing strategy. It only takes a minute and helps ensure your deal gets the attention it deserves.

First Name *

Last Name *

Email *

Phone *

I agree to receive account, order, and service messages (e.g., confirmations, reminders). Msg & data rates may apply. Reply HELP for help or STOP to opt-out

Company Identity & Vision

Company Name *

Brief Company Description (1–2 sentences) *

What problem does your company solve? *

3–5 Year Vision (Short Answer) *

Investment Opportunity Details

Offering Type *

Minimum Investment Amount *

Maximum Investment Amount *

Projected Returns (APR, Cash Flow, Equity, etc.) *

Investment Timeline (Hold Period / Note Duration) *

Asset / Project Backing the Investment *

Top 3 Reasons an Investor Should Choose Your Deal *

Why Investors Should Trust You

Company Track Record (projects, AUM, ROI, exits) *

Leadership Team Experience *

Strategic Partners / Advisors *

Proof / Social Validation (testimonials, media, screenshots) *

Investor Protection & Confidence Builders

How Is Investor Capital Protected? *

How Do Investors Get Paid? *

Exit Strategy / Liquidity Event *

Main Risks & How You Mitigate Them *

Ideal Accredited Investor Avatar

Who Is Your Ideal Investor? *

Their #1 Desired Outcome (Income, tax benefits, etc.) *

Their #1 Fear & How You Address It *

Ad Creation Inputs

Your Opportunity in One Powerful Sentence *

Your #1 Hero Statistic *

Headline That Would Stop an Accredited Investor from Scrolling *

Emotional Driver Behind Your Offer *

Compliance & Legal Checks

Is Legal Approval Completed for All Claims? *

Yes

Statements / Claims We Must Avoid *

Upload Your PPM / Deck /Investor Docs *

Raise Management & Funnel Flow

Lead Destination Link (Funnel URL / Calendar Link / VSL) *

Primary Contact for Investor Qualification *

Raise Amount Goal & Deadline *