Your lawyer makes your raise legal. We make it investable.
Most founders assume a capital raise starts with a PPM. It doesn't. Investors don't write checks because the documents are compliant. They write checks because the story, the numbers and the terms make sense together, and because the founder is ready for their questions. Here's where we fit alongside securities lawyers, deck designers, consultants and finders, and when you need each.
Fixed fees
No success fees, equity or warrants
Offering documents reviewed by securities counsel
You own every investor relationship
Most founders hire for the first half and improvise the second.
Is it compliant?
The securities lawyer's job
Confirming the exemption: 506(b), 506(c) or Reg CF
Private placement memorandum and entity documents
Subscription agreement and investor questionnaire
Form D and state notice filings
Legal advice on structure and disclosure
Is it investable?
Our job
How much to raise, what to offer and how to frame the valuation
An investment story that gives people a reason to act
Investor deck, executive summary and return scenarios
A critical review of your financial model, so every number ties
An organized data room and answers to the hard questions
Your Raise Playbook: who to ask, in what order and how, written, loaded in your tools, and launched with you on the call
A mock investor meeting, then 90 days of support while you raise
A lawyer drafts what you tell them to. If the amount, the security, the valuation or the story is wrong going in, the documents will be perfectly compliant and still won't close anyone. We build the second half and make sure it matches the first, with offering documents reviewed by securities counsel.
The same raise, five ways to get help.
Each of these providers does real work. The question is which job they're built to do, and what's left for you to figure out.
Six things you won't get from buying the pieces separately.
Judgment from the investor's side of the table
Joel spent years as an analyst at multi-billion-dollar asset managers deciding which companies deserved investment, then as a partner at a 700-person investment bank. Lawyers know what investors must be told. We know what makes them say yes.
Strategy before documents
How much, what security, what valuation, which legal path. We settle those first, so you're not paying anyone to draft documents around the wrong decisions.
One owner, one consistent story
Your deck, executive summary, model, term sheet and risk factors are built together. Investors notice when numbers don't match. With us, they won't find any.
Incentives that point one way
One fixed fee. No success fee, no equity, no warrants, no referral fees from anyone. We're paid the same whether you raise $500,000 or $5 million, so our only incentive is getting it right.
We prepare. You raise.
We never solicit or introduce investors, and we never stand between you and them. The people who know you invest in you, and those relationships stay yours from day one.
We don't disappear at delivery
Rehearse in a mock investor meeting before the real ones, then run your raise with 90 days of direct access to Joel and scheduled working sessions.
"Legal documents protect you, but they don't persuade anyone to invest. A deck can persuade, but it doesn't close anyone. Raising capital takes all of it, working together."
Joel Arberman, Founder · 17 companies taken public
Buying pieces is rarely cheaper. It's just harder to see the bill.
Done in pieces
A lawyer for the documents
A designer for the deck
A consultant for the model
Maybe a finder taking a percentage of your raise
You coordinating people who never talk to each other
Numbers that don't match, and a story no one owns
Done with Prepared to Raise
One plan, one story, one set of numbers
Offering documents reviewed by securities counsel
A prioritized plan for who to ask and how
Rehearsal before your first real meeting
90 days of support while you raise
One fixed fee, and nothing taken from your raise
And you rarely get a second chance. The people who know you will give you one serious hearing. If the story is unclear or the terms are confusing, "let me think about it" quietly becomes no.
When you should hire a securities law firm instead of us.
We're not a law firm, and we don't give legal advice. For some raises, the legal work is the hard part. If that's you, hire a specialist securities firm, and bring us in only if you also need the strategy and materials.
If you already work with securities counsel, keep them. We work alongside your lawyer, not in place of them.
You're forming a fund, blind pool or multi-tier syndication with a complex waterfall
You're dealing with an SEC inquiry or investigation
Your story, model and investor plan are already solid, and you only need documents
You're raising well above $10 million with institutional counsel on the other side
Comparing your options
Do I still need a lawyer if I work with you?
PPM law firms offer strategy sessions too. What's different?
Why not hire someone who can introduce me to investors?
Can't I just hire a deck designer and a lawyer separately?
What does it cost?
Who do you work best with?
In 20 minutes we'll tell you where you stand, whether you need us, a lawyer, or both, and what to fix first.
Find out if you're ready to raise.
Tell us about your raise. Joel reads every message personally and replies within 2 business days. No cost, no obligation.