Have you worked with Securitize before?
Yes, from the issuer's side. At Streitwise, Alex led the transfer-agent migration from Computershare to Securitize, coordinating partner testing, implementation, investor communications, and the portal experience. He also led Streitwise's broader investor marketing. He did not work for Securitize.
Is RaiseFM part of Securitize?
No. RaiseFM is independent and is not affiliated with, endorsed by, or an official partner of Securitize. We work for your company or fund and coordinate with its service providers using the access you authorize.
Does using Securitize mean it will bring us investors?
That depends on your engagement. Securitize Markets provides broker-dealer services, and selected offerings have investor-facing distribution. Technology, tokenization, or transfer-agent service alone does not establish a placement commitment. We start by identifying what distribution you have contracted and building a plan for the investor demand your own team must generate.
We already have an onboarding portal. What would you do?
Build the marketing around it: positioning, investor education, your own landing pages, acquisition, events, and email nurture. We also test the handoff into subscriptions and prepare clearer guidance for investors. Account support, verification, subscription acceptance, and fund accounting stay with the teams responsible for them.
Can you market a private fund?
Yes, with a scope matched to its structure and permitted audience. Rule 506(c) permits public solicitation subject to its conditions, including accredited-purchaser verification. Some funds also require qualified-purchaser status. Rule 506(b) prohibits general solicitation, so that work centers on counsel-approved private communications and relationship management. See Private Funds and Reg D.
Our fund accepts subscriptions throughout the year. Does this still fit?
Yes. We build an ongoing acquisition and communication calendar around your subscription windows, manager events, reporting dates, and investor questions. Closing reminders reflect actual cutoffs. An ongoing offering does not need an invented final deadline.
Can you improve an offering that is already live?
Yes. We review your positioning, landing page, acquisition sources, nurture, and available subscription data to identify the main points of friction. Then we agree on priorities and owners. A stalled offering can start with a Raise Audit and Recovery Plan.
Can you track investments and follow up with incomplete subscribers?
We can build reporting and approved follow-up around the data and contact permissions available for your offering. We confirm those first. Account registration, signed documents, accepted subscriptions, and cleared funds are different stages. Platform-wide access, tracking pixels, and automatic CRM exports are not assumed.
Does tokenization make our investment liquid or approved by regulators?
No. Tokenization changes how a security is represented or administered. It does not by itself provide regulatory approval, exchange listing, investor distribution, or liquidity. Secondary trading depends on the security, applicable restrictions, approved access, and actual buyers.
How do you charge for paid media?
A flat management fee, set in the engagement agreement. We never charge a percentage of your ad spend. Media spend is separate from management and from Securitize, broker-dealer, legal, and fund-administration costs.
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.
