Private-offering support

Match your investor marketing to your Reg D strategy.

Reg D is not one marketing playbook. RaiseFM starts with the path your counsel has confirmed, Rule 506(c) or 506(b), then builds the right message, audience plan, materials, and follow-up around it.

Tell us about your raise

Experience from Alex's former Tryperion role, marketing private real estate offerings.

Built around your offering, platform, and team.*

  • StartEngine
  • Republic
  • Securitize
  • Wefunder
  • Netcapital
  • Equifund
  • DealMaker

Two paths, different work.

Your counsel confirms which rule applies. The rule decides whether the offering can be marketed publicly, which shapes everything that follows.

506(c)

Public investor acquisition

General solicitation is allowed when every purchaser is accredited and the issuer takes reasonable steps to verify it. Define the investor profile and thesis, then test channels and landing pages against qualified interest and funded outcomes where your data allows.

What the marketing covers

  • Approved public assets and positioning
  • Lead capture and investor education
  • CRM, nurture, and source tracking
  • Handoff to the authorized parties who own accreditation checks, securities discussions, and transactions

506(b)

Private relationship communications

The offering cannot be marketed publicly, so there are no public ads and no generic prospecting funnel. Communication runs through existing relationships and approved private materials, and counsel defines who may receive which materials and when.

What the marketing covers

  • Approved private materials
  • Relationship records, CRM, and permissions
  • Meeting preparation and tailored communications
  • Follow-up systems, with the permitted audience and process defined with counsel first

What RaiseFM can deliver

Available through a Raise Plan, Launch Build, or Campaign Leadership, or as a defined materials and follow-up project.

Investor story and proof
A clear thesis, supported claims, the diligence questions investors are likely to ask, and a map of the materials needed.
Audience and journey plan
Segments, permitted channels, the first conversation, the qualified handoff, and ongoing education.
Investor materials
The agreed pitchbook, one-pager, and private presentation copy, with a review tracker.
Landing page development
For a 506(c) campaign, a landing page hosted on your own website, with lead capture and the handoff to accreditation verification. A 506(b) offering uses private materials instead.
Paid advertising
For 506(c) offerings only: ads aimed at accredited investors, with creative tests and measurement against qualified leads and funded subscriptions.
Content creation
Investor education, emails, and leadership content overseen as one set, written for the audience the rule allows.
Investor communication
Regular updates, meeting follow-ups, and clear answers for prospects and investors, with securities discussions routed to the issuer or authorized provider.
CRM and follow-up
Lead stages, permissions, email sequences, meeting tasks, and escalation to the issuer or authorized provider.
Campaign leadership
A weekly review of qualified leads, meetings, subscriptions, funding, and channel cost, where those events can be measured.

Relevant experience

Tryperion Prior employment

Marketing private real estate offerings

Read the Tryperion Holdings case study
Context
Tryperion raised capital for multifamily syndications and a private real estate fund. Alex was Marketing Director across Streitwise and Tryperion.
Role
Led marketing strategy for the multifamily syndication offerings and created investor materials and pitch collateral for Fund IV.
What happened
The syndication offerings recorded $8.35M in investor commitments in 2022 and 2023.
How the result is defined
Investor commitments recorded for those offerings. Alex did not individually source this capital, and no former employer's investor contacts come with RaiseFM.
  • The Tryperion Holdings logo over an aerial photo of an apartment community with a pool, seen from under a white pergola.
    • Reg D
    • Private Funds
    • 506(c)
    • 506(b)
    • Real Estate

    Tryperion Holdings

    From one REIT to the beginnings of a syndication marketplace

    • $8.35M

      Investor commitments

      Two offerings, 2022 and 2023

    • $1.4M

      Attributed to Meta ads

      January to February 2023, within the 506(c) total

    Alex's role: Marketing Director at Streitwise and Tryperion Holdings, leading marketing for both offerings. Commitments are offering totals. The $1.4M is what Streitwise's reporting attributed to Meta.

    Read the Tryperion Holdings case study

At StartEngine, also a prior role, he built internal Reg D fund reporting and investor demographic views to guide positioning and communications.

What we ask first

If the main need is capital introductions, that is a different service from this one.

  • Which Rule 506 path counsel has confirmed
  • The investor profile you are raising from
  • Existing relationships, or the plan to acquire new investors
  • The offering documents and proof available to support the offering
  • Your marketing budget
  • Who handles investor questions, accreditation checks, subscription, and funding
  • What data the marketing team can actually see

Questions about Reg D support

Do you bring a list of accredited investors?

No. The engagement builds your marketing strategy, materials, and follow-up around an agreed audience plan. Access to an investor list is not included.

Can we advertise the offering?

That depends on the specific exemption and its conditions. We confirm the campaign approach with counsel before planning any public distribution.

Can you set up the investor CRM?

Yes, where that is the agreed scope. We define records, stages, communication permissions, follow-up tasks, reporting, and the handoff to the appropriate team.

Is equity crowdfunding right for my company?

It can be a strong fit when you have a business people can understand, credible evidence of progress, and an audience you can reach, such as customers, users, fans, or an industry community. You also need a realistic budget, founders willing to participate, and comfort with the financial disclosures and reporting your offering requires.

We assess your goals, audience, readiness, and resources, then tell you plainly whether a campaign makes sense now, needs more preparation, or whether another funding route fits better. Our equity crowdfunding page covers the basics.

How do we prepare for a campaign, and how long should we plan for?

Start months before you need the capital. Confirm the offering path and providers, prepare the required financials and documents with your accountant and counsel, and build an audience. Then develop the investor story, campaign page, pitch materials, video, creative, email follow-up, tracking, and launch calendar. Assign responsibility for investor questions and set aside founder time throughout the raise.

Plan in months, with separate preparation and live-campaign phases. Reg A+ adds SEC qualification and audited financials; Reg CF timing depends on readiness and intermediary review; Reg D depends heavily on investor access and diligence. These aren't fixed schedules or promises of funding by a deadline. A Raise Plan maps the work, dependencies, budget, and milestones, including how to sustain momentum and plan the close.

Which offering path should we use?

Choosing the raise type is a core part of our work, alongside choosing how and where to run it. We help you compare Reg CF, Reg A+, and Reg D against your target raise, likely investors, existing audience, budget, timing, and capacity to support the campaign.

You get a clear recommendation and the practical trade-offs: who you can reach, how you can market, what the campaign will require, and whether the economics make sense. We work through those decisions before you commit to a platform or campaign build. Your counsel confirms eligibility and the final offering structure.

Next step

The only fundraising consultant with direct platform and issuer experience. Work with Alex.

Share where the raise stands, the offering path, your timing, and the main challenge. Alex reviews every inquiry personally.

  1. You send a short inquiry: a few short questions about the raise, then how to reach you.
  2. We reply within one business day, whether or not the work is a fit.
  3. If it's a fit, you book a 30-minute first conversation from the link in that reply.

Tell us about your raise.

A few questions to help us understand your plans and where we can help.