Our Process

Our Process

  1. To initiate our engagement process, simply fill out our Indication of Interest form. Within 24 hours we will contact you and send over a detailed needs analysis for you and your company to complete.


  1. After we receive the needs analysis, we will set up a time to discuss several options for your company as well as go over details of how the campaign and raise may work for your company. Regulation A, CF or D discussions as well as marketing and PR.


  1. A 30-minute zoom call to demonstrate the platform as well as a quick 15 minute legal/with attorney to discuss the form S-1 filing.


  1. A non-binding consulting agreement will be sent to you outlining the details of the services as well as investor acquisition and investor relations along with steps to get started.



    Our team works closely with you to ensure a fast and efficient onboarding with all the tools you need for a successful campaign.

    Speak with our Team

    Please complete the indication of interest form below and a member of our team will contact you shortly. 

    Indication of Interest Form

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