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Partnering with Us: A Streamlined Process to Launch Your Capital Raise

At CapitalTech we specialize in helping sponsors like you efficiently structure and market Regulation D 506(c) compliant capital raises. Below is an overview of our process to help you launch your project and attract accredited investors.

Step 1: Onboarding and Project Analysis

We begin by gathering key information about your project and sponsor profile:

  • Sponsor Profile: Your background, experience, and track record.
  • Project Details: An overview of the project, including type, location, budget, and timeline.
  • Validation: We ensure compliance by conducting Know Your Customer (KYC) and Anti-Money Laundering (AML) checks.

Once we have this data, our system compiles a comprehensive profile for use in investor-facing materials.

Step 2: Investment Proforma and Capital Stack Development

Using advanced financial modeling, we create:

  • Proforma: Projected revenue, expenses, and returns (e.g., IRR, ROI).
  • Capital Stack: A tailored investment structure, including equity, debt, or revenue-sharing components.

We also perform risk analysis and stress testing to ensure the project’s financial stability under various scenarios.

Step 3: Marketing and Investor Engagement

With the investment structure in place, we build the materials to attract accredited investors:

  • Press Release: A professionally drafted announcement of your offering.
  • Landing Page: A custom page to showcase your project, verify investor accreditation, and distribute offering documents (PPM, Operating Agreement, and Subscription Agreement).
  • Tokenization: For projects opting in, we tokenize investor units for added liquidity and listing on a blockchain platform.

Step 4: Execution and Ongoing Management

Once investors are onboarded, we ensure a smooth process for:

  • DocuSign Integration: Seamlessly signing subscription agreements.
  • Investor Relations: Automated quarterly reports, dividend distributions, and K-1 delivery.
  • Blockchain Listing: Tokenized units are listed for trading, providing transparency and liquidity to investors.
  • Add on capital raising
  • Digital Marketing to build your business

Why Work With Us?

Our approach combines cutting-edge technology with regulatory expertise to:

  • Save time and effort by automating key processes.
  • Ensure full compliance with SEC guidelines.
  • Provide a scalable solution to attract and manage accredited investors.

If you’re ready to get started or have any questions, I’d be happy to schedule a call to discuss the next steps.

Best regards,
Kyle Meyer
Managing Director
CapitalTech LLC
Email Address: [email protected]