Source material
Ready
Northline strategy brief
Pitch deck · 2.4 MB
Added to workspace
Private waitlist launching soon
Meet your new raise workspace.
Find the right audience. Create the campaign.
Bring every part of your raise together with AI.
THE WORKSPACE BEHIND YOUR RAISE 01:00
Your materials. Your audience. Your next move.Built to work together
RESEARCHCREATEREVIEWCONNECTKEEP MOVING
Intelligence, with a next stepA clear audience.
A clear audience.
A stronger first move.
Ask for the people you want to reach. Shape an audience, draft your introduction, and bring the right materials into the conversation.
Find independent RIAs managing $100M–$500M near Austin. Exclude wirehouses.
Your next conversation could be closer than you think.
$100M–$500M AUMIndependent RIAsAustin area
Independent RIAs · Austin area
Illustrative map
Matching firms
Independent RIAAustin, TX
$100M–$500MIndependent RIARound Rock, TX
$100M–$500MIndependent RIACedar Park, TX
$100M–$500MIndependent RIALakeway, TX
$100M–$500MAustin independent RIAsAdded to this preview
Draft an introduction campaign for this audience.
A thoughtful first impression. A clear next step.
Three emails, ready for your team to make their own.
Your team reviews the message before it goes out.
Marketing
Your story. All in one place.
YOUR COMPANYA considered
approach.Investment overview
approach.Investment overview
Pitch deck
Presentation
DraftYOUR COMPANYThe bigger
picture.
picture.
Strategy brief
Brochure
In reviewData roomPitch deck.pdfStrategy brief.pdfOffering documents.pdfDisclosures.pdf
Shared materials
Data room
PrivateInteractive product preview · illustrative content
From scattered to connectedYour materials.
Your materials.
A head start on everything.
Give AI the context behind your offering. Turn that foundation into useful drafts, organized materials, and a clear path to review.
CapitalRaise assistant
Make the next move clear.
›Find independent RIAs near Austin
who may fit this strategy.
who may fit this strategy.
Audience
Curated
Independent RIAs
CLLocal decision makersAustin area
FBPrivate credit fitReview
Filters stay attached↗
Draft campaignDraft
A thoughtful introduction
A clear first note, grounded in the strategy they can actually review.
01 Introduction02 Follow-up03 Invite
Review checkpointPending
Ready for a human review
Exact version · Compliance reviewer assigned
ALAvery Lane
See the work take shape
See what happens next.
From a source document to your next investor update. Three short films. One connected way to work.
01 · Materials to review
One source, many useful outputs.
Start with a pitch deck or PPM. Create a brochure or deck concept, link the right data-room file, then send the exact version to compliance review.
Exact-version compliance review before use.02 · Organic social
Keep the story moving between campaigns.
Turn an offering brief into a week of LinkedIn drafts, review the channel previews, and keep every post in a clear pending, review, or approved state.
Publishing depends on a connected social account and approval.03 · Offerings and post-raise
Every offering has its own rhythm.
Switch between Reg D, Reg A, and Reg S offerings, set the review context, and keep quarterly investor-update tasks visible after the raise.
In-app reminders for each offering’s next steps.Keep everything in motionBuilt for the
Built for the
whole raise.
Your audience, campaigns, content, and review process share the same home. So a promising idea can become a coordinated plan.
Request waitlist accessMaterials that stay connected
Reuse your pitch deck, offering documents, and collateral from one organized library.
Review built into the process
Assign a compliance reviewer and track the exact version your team signs off on.
Share with control
Give data-room documents the access rules they need, with protected sharing and a clear record of what was approved.
Think beyond the launch
Plan webinars, organize social content, and keep post-raise investor updates on the calendar.
A clear home for every offering
Run multiple offerings under your company, with their own materials and context.
Keep your team focused on raising capital.Built for capital raisingMore time to
More time to
raise capital.
Find RIAs that fit your offering, draft targeted email campaigns, and share your pitch deck and investment materials. Keep investor outreach and follow-ups organized in one place, so your team can focus on building relationships and moving your raise forward.
Request waitlist access
Simple pricing for the workspace
A powerful workspace.
A powerful workspace.
A clear price.
Use the full CapitalRaise workspace to research audiences, build campaigns, organize materials, and keep every offering moving.
Waitlist offer
Join the waitlist for 50% off either plan: $12,000/year or $1,499/month.
Annual and monthly plans include the workspace for one offering. Additional offerings are available separately.
Optional serviceRaiseLaunch team
Campaign Management
Have the RaiseLaunch team set up, manage, and run your campaign from start to finish.
$6,000 / month in addition to your CapitalRaise plan We’ll confirm the right scope and workflow with you before activation.Private waitlist launching soonYour next chapter
Your next chapter
starts here.
Be among the first sponsors, investment managers, and capital raising teams to use CapitalRaise. Join the waitlist for 50% off either plan: $12,000/year or $1,499/month. Share your details and we’ll review your request before launch.
Monthly-refreshed RIA dataAI-assisted campaigns and materials50% off annual or monthly plans for waitlist signups
A few good questionsLet’s clear
Let’s clear
things up.
Who is CapitalRaise for?+
CapitalRaise is built for fund sponsors, investment managers, and capital raising teams. It brings audience research, campaign preparation, and marketing materials into one workspace.
How current is the RIA data?+
Our RIA directory is refreshed monthly using the latest available SEC and state regulatory records. We check firm details, registration information and reported AUM, and match adviser affiliations where regulatory identifiers are available. Filings reflect information reported by each firm, so individual fields may have different reporting dates. Email addresses require separate verification; a refreshed firm record does not mean every contact’s email has been verified.
What do I need to get started?+
Start with your company and offering. Add a website, pitch deck, PPM, or other source materials to give the AI context. You can organize separate materials and campaigns for each offering.
Does AI send campaigns automatically?+
AI helps prepare drafts. Your team reviews content before delivery, and sending requires a connected, configured email account. Connecting a service and approving content are separate steps.
Can I run more than one offering?+
Yes. Keep multiple offerings under one company account, including Reg D, Reg A, Reg CF, and Reg S. Request waitlist access and tell us how your team plans to use the platform.
What does Campaign Management include?+
For an additional $6,000/month, the RaiseLaunch team can set up, manage, and run your campaign. We’ll confirm the specific scope and workflow with you before activation.
Is CapitalRaise a compliance or investment adviser?+
No. CapitalRaise helps organize review, record sign-off, and plan reminders. Your legal and compliance professionals determine the requirements that apply to your offering and approve the materials you use.