High-growth qualified leads for your Sales Teams
How RaiseX Works
1. Sales Model & Resources
Beyond having a great Website, video, and pitch deck, we compile a very targeted ICP, knowledge base messaging, hooks & more to support the Outreach Campaigns tailored to different Networks.
ICP (Ideal Customer Profile)
Investor Sales Flow (Deep Analysis)
Compliant Investor Messaging
Rule 506(c) of Regulation D is considered the most pragmatic fundraising mechanism for modern startups, primarily because it bridges the gap between public visibility and the light administrative burden of a private placement.
Under Rule 506(c) eliminates this restriction of having a pre-existing relationship (506(b) unlocking General Solicitation meaning we can run digital marketing campaigns, send outbound messaging, or post publicly across social channels.
You prepare your deal documents (SAFE, Convertible Note, or Equity Agreement), launch your campaign, and simply file a notice-only Form D with the SEC within 15 days of receiving your first investment check.
You must take “reasonable steps to verify” that 100% of purchasers are Accredited Investors.
Company Eligibility: Reg CF is only available to US-organized companies (or US subsidiaries). Foreign issuers (UK, Canada) cannot issue directly under Reg CF without creating a US parent or operating entity.
12-Month Raising Cap: You can raise up to $5 million per rolling 12-month period.
Who Can Invest: Open to the general public—no accreditation checks required.
Accredited Investors: Can invest unlimited amounts.
Non-Accredited (Retail) Investors: Subject to investment limits based on a percentage of their annual income.
Platform Registration: You must contract with a platform registered with FINRA and the SEC as a Funding Portal or Broker-Dealer.
Reg A+ Tier 2 allows public marketing across all digital channels, but issuers must follow strict compliance, disclosure, and reporting standards:
Marketing Rules: Before SEC qualification, companies can run public “Testing the Waters” teasers to measure demand. Once qualified, public pitching across ads, emails, webinars, and social media is allowed, provided any mention of specific deal terms includes a direct link to the SEC Offering Circular (Form 1-A). All communications must strictly align with SEC disclosures under anti-fraud rules.
Audit & Reporting Requirements: Issuers must provide two years of U.S. GAAP audited financial statements to qualify and maintain ongoing public reporting (annual, semi-annual, and current event disclosures) via SEC EDGAR.
Immediate Share Liquidity: Unlike Reg D securities, shares issued under a Tier 2 offering are unrestricted and freely tradable immediately upon issuance.
For any other Financial Models please reach out by Booking a Meeting to discuss in more detail
2. Autonomous Outreach
Human-like connection & conversation with qualification before directing the prospect to the next step- Video Engagement
3. Video Flows & Engagement
The Prospect is now connected to our AI Video Demo Agent, specifically trained on your business. This is real-time engagement and can open webpages, answer any questions, and qualify for booked meetings.
Once the prospect has clicked on the Video Flow from the human-like AI text messaging, they are in a Video Flow.
From the Video Flow, depending on the branching they choose, the actions they take could be any of the following:
*Provide Contact details (for Tracking)
This is requested to be able to continue after the first video
*Watch Other Short Videos (Main points of the Deal)
*Embeds Website for Viewing
*Shows Comm App (WhatsApp, Messenger, Video, Audio, Chat)
*Access Dealspace (Qualification Required)
*Directly dials the sales team (Phone Tree)
*Books a Meeting
4. Deal Spaces & Tracking
One Place for Pitch Decks, Presentations, Videos & More. All resources have per-client, per page/section/link tracking for the Sales Team.
We provide you with a digital space (or digital sales room) designed to centralize document sharing, deal collaboration, and buyer engagement into a single link.
This also means that everything we show the prospect throughout the entire Sales Flow (Outreach, Engagement, Communication, Qualification to booked Meetings) is tracked.
Centralized Sales Rooms: Consolidate collateral, slide decks, spreadsheets, video walkthroughs, and custom links into a single, branded digital workspace with organized tabs.
Granular Buyer Analytics: Track buyer intent with precision through page-by-page viewing time, content completion rates, return-visit alerts, and stakeholder-level engagement tracking.
Mutual Action Plans (MAPs): Accelerate deals and keep stakeholders accountable with shared milestones, clear ownership, and real-time progress tracking directly in the deal room.
Seamless CRM & Workflow Integrations: Keep systems in sync by pushing engagement data into HubSpot or Close while triggering instant deal alerts in Slack and Zapier.
5. Sales Closing Team
The Sales Team only contacts warm, pre-qualified and interested prospects that already understand your business (in a simple way) and have complete data flows of their activity and what’s important to them. Now they are ready to be closed.
Seamlessly connect with your favorite tools
We typically work with Slack, Google Workspace
Complete Capital Raising System with Detailed Analytics
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