One assessment. Four packages. Fixed fees.

Every package delivers three things: your investor materials, your Raise Playbook, and 90 days at your side. You work directly with Joel Arberman on every engagement, from the first call to launch.

The principles that guide every engagement

Fixed Fees Only

No equity, no warrants, no percentage of your raise.

You Own Your Raise

We never contact investors on your behalf.

Institutional-Grade Materials

Backed by 17 public-company transactions.

Helping companies move from complexity to structured growth

Readiness Assessment, $1,500

The first step for every client. In one working session, we'll review where you stand, and you'll receive a written report within 5 business days, with the fee credited in full toward any package if you continue within 60 days. Best for anyone starting to think about raising capital. If you're not ready, the report says so, and it's yours to keep. We start with a list: everyone you know, what each might invest, added up. It tells you what your raise can be before you set the number. That list is chapter one of your Raise Playbook. You also receive Running the Raise, the client-only companion to the free guide.

Raise amount and structure

Investor proposition

Financial story

Existing materials

Diligence readiness

Offering structure

Founder/investor positioning

Gaps that could derail the raise

Network Raise, $15,000

Best for raising up to $1M from accredited investors under 506(b) or 506(c). About 4 weeks to complete, plus 90 days of launch support. A 506(b) to 506(c) extension is available for $5,000.

Not included: state notice filing fees.

Two strategy sessions and a written Strategy Decisions Memo

Investment thesis

12-18 slide investor deck and two-page executive summary

One-page return scenarios

Lawyer-reviewed term sheet, subscription agreement, investor questionnaire and risk factors, plus Form D

Data-room setup

Your Raise Playbook: a 20-chapter manual built around your company, with your personal and professional network exported, cleaned and ranked, your messages written in your voice, and your sending, tracking and booking tools set up in your own accounts

A mock investor meeting before your first real one

90 days at your side: a launch session where the first wave goes out with Joel on the call, then first-replies, second-wave and close-and-chase sessions, with your reply drafts and weekly numbers reviewed on Slack within 24 business hours

Growth Capital, $20,000

Best for revenue-stage companies raising up to $10M. Full institutional-grade materials in about 4 weeks, plus 90 days of launch support. A private placement memorandum add-on is available for $5,000.

Not included: state notice filing fees.

Diligence review of your financials, cap table, and prior financings

Written critique of your financial model (you provide the model; we pressure-test it)

Capital strategy, a raise sized to your next milestone at a valuation you can support, and terms guidance

Investor deck

Executive summary

One-page return scenarios

Lawyer-reviewed term sheet, subscription agreement, investor questionnaire and risk factors, plus Form D

Data-room structure and a diligence Q&A book

Your Raise Playbook: a 20-chapter manual built around your company, with your network ranked and sequenced, your messages written in your voice, your tools set up in your accounts, and the chapters on reaching accredited investors in your industry and your area under 506(c), from strategic partners to local professionals to angel groups, with the step-by-step method for building the list

Two mock investor sessions with your management team

Reg CF Package, $25,000

Best for raises that include non-accredited investors through Reg CF. About 6 weeks to launch, depending on your accountant and the portal, plus 90 days of launch support. A Reg CF extension for Network Raise clients is available for $15,000. Your crowd investors will ask how they ever get their money out. Most founders assume the answer is Nasdaq, years from now. There is another route, and it is worth knowing about before you set your valuation.

Not included: funding-portal fees, escrow, and the CPA review or audit, which are paid directly by you.

Strategy: security, valuation, targets and investor perks

Funding-portal selection and application

Lawyer-reviewed Form C preparation

Coordination of your required CPA review or audit

Campaign page content, investor FAQ and video script

Community-first launch plan

Your Raise Playbook: a 20-chapter manual built around your company, with your network ranked and sequenced, your messages written in your voice, your tools set up in your accounts, and the community campaign chapter: your own customers and audience in waves, testing the waters, the portal's thresholds, and every message written to the Reg CF communication rules

90 days at your side through the live campaign: a launch session where the first wave goes out with Joel on the call, then first-replies, second-wave and close-and-chase sessions, with your reply drafts and weekly numbers reviewed on Slack within 24 business hours

Founder Launch, $10,000 to launch

Best for experienced operators starting a new company and raising up to $10M. We form the company, build the raise and provide outreach assistance, all under one advisor, with you raising within six weeks. Total fees are typically over $100,000 when starting from company formation, paid monthly over six months. No percentage of what you raise, and no equity.

Not included: government filing fees and any counsel you choose to engage. See how Founder Launch works.

Company formation: entity and charter, founder shares and a clean ownership table, a stock option plan, an advisory board, bank account paperwork and a data room

Two strategy sessions and a written Strategy Decisions Memo

Investment thesis and story

Financial model, use of proceeds and return scenarios

Investor presentation, executive summary and one-page teaser

Term sheet, subscription agreement, investor questionnaire and risk factors, plus Form D

Completed data room with written answers to standard investor questions

A rehearsal investor meeting and your customized Raise Playbook

Marketing assistance for the rest of the engagement: your contacts organized, email and scheduling set up in your name, messages written for your approval and sent in waves you approve, call preparation and a weekly working session

Moving from 506(b) to 506(c) included, with lists of up to 2,500 people who may be interested in hearing about your company

Offering documents are reviewed by securities counsel as part of the Network Raise, Growth Capital and Reg CF packages.

Already working with a securities lawyer? Good. See how we fit alongside them.

Add-ons

506(b) to 506(c) extension, $5,000: if you decide to advertise your raise publicly to accredited investors.
Private placement memorandum, $5,000: a full disclosure document we draft for raises where investors or their advisors expect one, typically larger or more complex offerings.
Reg CF extension for Network Raise clients, $15,000: when you want to add non-accredited investors after a network raise.
International premium, +$10,000: for non-US companies raising from US investors.
Support block, $1,500: three additional 45-minute working sessions.
Document refresh, $3,000 to $5,000: updating your materials for your next round.

Book a Free 20-Minute Call

HOW IT WORKS

From first call to launch

Readiness Assessment

One working session and a written report within 5 business days.

Build

Four to six weeks of working sessions to create your strategy, materials and offering documents.

Rehearse

A mock investor meeting before your first real one.

Launch

You run your raise, with 90 days of support and direct access to Joel.

Find out which package fits your raise

Every engagement starts with a free 20-minute intro call. If we're a fit, the next step is a Readiness Assessment: a $1,500 report delivered within 5 business days, credited in full toward any package.

You'll walk away with:

A clear picture of where you stand
The right package for your raise
The fee credited in full toward that package, if you continue within 60 days

Book a Free 20-Minute Call

Founders who raised on their own terms, with our preparation behind them.

We've prepared offerings for each of these companies:

Founder reviewing capital raise materials

Healthcare Business Resources
Freedom Internet Group
SMTP
Ideal Restaurant Group
Mister Goody
American Realty Funds
InnerSpace
PR Specialists
Maxim Mortgage
CDbeat.com
Hojo Holdings
Onfolio Holdings
GenFlat Holdings
Redefy
Nico Ventures
Industrial Sustainability
Wildeye
Metro Business

See client results

Frequently asked questions

What's included in the Readiness Assessment?

In one working session, we review your business and raise plans and deliver a written report within 5 business days on where you stand and which package fits. The $1,500 fee is credited in full toward any package if you continue within 60 days.

What's the difference between Network Raise and Growth Capital?

Network Raise ($15,000) fits raises up to $1M from your own accredited-investor network under 506(b) or 506(c). Growth Capital ($20,000) fits revenue-stage companies raising up to $10M with a broader offering package.

When do I need the Reg CF Package instead?

If your raise includes non-accredited investors, Reg CF ($25,000) is the right package. It prepares your offering for a public crowdfunding launch in about 6 weeks, with 90 days of launch support.

Can I add a private placement memorandum or extend to Reg CF later?

Yes. A private placement memorandum add-on is $5,000 for Network Raise or Growth Capital clients. Network Raise clients moving to Reg CF can add the Reg CF Extension for $15,000.

What does the 90 days of launch support include?

The 90 days are built around your Raise Playbook. Four working sessions timed to the raise: a launch session where the first wave of messages goes out with Joel on the call, a first-replies session, a second-wave session, and a close-and-chase session. Between sessions, your reply drafts and your weekly numbers are reviewed on Slack within 24 business hours. Each of the three packages also includes a rehearsal: a mock investor meeting before the real ones. Additional sessions can be added with a $1,500 support block.

What if my company is based outside the US?

Non-US companies raising from US investors can work with us for an international premium of $10,000 added to the relevant package.

What is the Raise Playbook?

A 20-chapter manual built around your company, not a template. It covers your offering in plain words, your story and the ten facts investors will test, your network exported, cleaned and ranked, your messages written in your voice, the questions investors ask with your answers, what never to say, how to find the first investor, how to close, and a 90-day calendar. Growth Capital and Reg CF clients also get the chapters on reaching accredited investors in your industry and area, or your community through a portal, with the sources and the step-by-step method for building the list. Your sending, tracking and booking tools are set up in your own accounts. We never contact an investor for you; we leave you with no reason not to. The Playbook builds on Running the Raise, the general guide to asking, launching, tracking and closing that every client receives.

Is the Raise Playbook different for a Network Raise, Growth Capital and Reg CF?

Same spine, different chapters. The chapters do not change from client to client: the offering in plain words, the list, the sequence, the meeting, the questions, the close. What fills them is yours: your terms, your numbers, your names, your voice, your industry's sources. The network chapters are in every version. Growth Capital adds reaching accredited investors beyond your network under 506(c): strategic partners in your industry, likely-accredited professionals in your area, angel groups, and the funds and family offices with a thesis that fits. Reg CF adds the community campaign: your own customers and audience in waves, testing the waters, the portal's thresholds, and every message written to the Reg CF communication rules. That is why the playbook can be included rather than sold, and why it works.

Not sure which package fits? Find your raise path in 1 minute, or get the free guide.

Get the Free Guide Find Your Raise Path

Still have questions?

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.