Book a Strategy Call

Your Investment

Every capital raise is unique. We don’t believe in cookie-cutter pricing. Instead, we provide broad parameters for what it takes to become Investor-Ready. These numbers are estimates, not fixed quotes — and we’re here to accommodate most budgets. In many cases, our initial conversations reveal that a company already has key pieces in place, which can lead to significantly reduced pricing. Your final proposal will always be tailored after a short discovery call.

Legal & Compliance

Typical Range: $6,000 – $15,000 + filings

Entity setup & governance: $500 – $2,000
Securities strategy memo: $750 – $2,500
Private Placement Memorandum (PPM): $2,500 – $6,500
Subscription package: $750 – $1,500
Blue Sky filings: $300 – $750/state (+ state fees)
SEC/EDGAR filings: $500 – $1,200 each
Transfer agent & cap table: $750 – $1,500 setup; $100 – $400/month

Financials

Typical Range: $5,000 – $15,000 setup + $1,000 – $6,000/month

Bookkeeping setup: $750 – $2,000
Monthly bookkeeping: $500 – $1,500/month
Financial model & projections: $2,000 – $5,000
CFO/controller support: $2,000 – $6,000/month
Data room buildout: $1,000 – $2,500
Tax readiness: $750 – $2,000

Marketing

Typical Range: $10,000 – $30,000 setup + $2,000 – $8,000/month

Brand kit: $750 – $2,500
Investor deck: $2,000 – $6,000
Website/landing page: $3,000 – $7,500
Content packs: $1,500 – $4,000/month
CRM setup (Zoho): $1,500 – $3,500
Ad management: $1,500 – $4,000/month (excludes ad spend)

Sales Enablement

Typical Range: $7,000 – $20,000 setup + $2,500 – $10,000/month

Investor pipeline design: $1,000 – $2,500
Email & call sequences: $1,000 – $2,500
Roadshow coordination: $2,500 – $7,500/month
Investor relations updates: $750 – $1,500 each
Telephony/Voice: $750 – $1,500 setup; $50 – $100/month/line

Package Bundles

For companies that want an all-in-one approach, we offer bundled packages that simplify the process and save you money.

Launch Essentials

Typical Range
$ 10,000 – $18,000
  • PPM
  • Subscription Docs
  • Investor Deck
  • CRM/Email setup
Request Quote

Investor-Ready Complete

Typical Range
$ 20,000 – $35,000
  • Everything in Launch Essentials
  • plus Website Page
  • Data Room
  • Bookkeeping setup
Request Quote

Raise Accelerator

Typical Range
$ 35,000 - $60,000
  • Everything in Complete
  • plus Outreach Sequences
  • Ad Management
  • 90 days of Roadshow Support
Request Quote
Request a Tailored Quote

Notes

  • Filing fees, escrow, ad spend, tax prep, and 3rd-party vendors are additional.
  • Speed, number of states, and investor count will affect final pricing.
  • Packages can be bundled (Launch Essentials, Investor-Ready Complete, Raise Accelerator).

Common Questions

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