Help issuer clients reach the right investors without stepping outside your role. The platform handles targeting and drafting; the issuer approves and sends.
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Recommended by founders, fund managers & syndicators raising $1M–$200M
Your issuer clients keep asking for things outside your legal role. Here's where that friction comes from.
Issuer clients routinely ask their securities attorney to recommend investors or help find buyers for their Reg D 506c offering. Without an accredited investor targeting platform to hand off this function, you either spend time outside your scope or clients feel underserved.
When an issuer's pitch deck is misaligned with what institutional investors expect, you end up doing additional revision cycles after the offering is already in market. Investor targeting software with built-in deck review surfaces these issues before they become late-stage emergencies.
A perfectly structured Reg D 506c offering that can't find investors is a failed deal. When client fundraises stall, they come back to counsel asking what's wrong — and the answer is almost always investor targeting and automated investor outreach quality, not the legal documents.
Upload your deck. Get your ranked investor shortlist. Launch AI outreach. That's it.
AI analyzes the pitch deck, executive summary, or PPM summary to build a precise investor targeting profile based on the Reg D 506c offering structure and target accredited investor criteria.
This accredited investor targeting platform scores 340,412+ investors by offering type, accreditation requirements, sector fit, and check size — returning the investors most likely to engage with this specific offering.
AI drafts personalized investor outreach for each target. Counsel reviews for compliance, client approves, and outreach goes out through a fully tracked, auditable workflow.
From offering optimization to investor outreach — tools that help clients secure funding without stepping outside your legal role.
AI scores our full investor database by offering type — Reg D 506(c), Reg A+, Reg CF, and International — investor accreditation status, check size, sector focus, and investment history. Give clients a precise, qualified investor list for their offering structure. This is Reg D 506c investor outreach software backed by 340,412+ verified accredited investors.
AI reviews pitch decks and executive summaries for investor-readiness — clarity of thesis, credibility of projections, presentation of risk factors, and coherence of use of funds. Help clients show up to investor meetings with airtight materials before the Reg D 506c offering goes live.
AI generates personalized investor communications for each accredited investor target — referencing their thesis, portfolio, and investment history. Full outreach audit trail maintained for your Reg D compliance records. Counsel reviews before anything is sent. This automated investor outreach stays within your oversight at every step.
AI generates 5-year projections, use-of-proceeds models, and return scenarios in minutes — the financial exhibits every sophisticated investor expects to see in an OM. Help clients produce institutional-quality financials without a separate engagement.
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See it in action
Real dashboard. Real workflows. Exactly what you get on day one.
AI Deck Review
Surface every objection before investors do.
AI Investor Targeting
340,412+ investors ranked by fit in minutes.
AI Investor CRM
9-stage pipeline with real-time engagement tracking.
"I used to tell clients 'I can draft your PPM but I can't find your investors.' Now I can hand them a tool that does both. Two of my last three issuer clients completed their fundraise in under 8 weeks. That creates referrals."
Robert C.
Securities & Capital Markets Attorney · Boutique securities law firm
Based on platform usage. Results vary.
† Self-reported by platform users. Past results do not guarantee future performance. Individual outcomes vary based on stage, sector, and execution.
See exactly what changes when you replace the old approach with AI.
Securities attorneys who can point clients to Reg D 506c investor outreach software and an accredited investor targeting platform become their most valuable advisor. Give your issuer clients the infrastructure to find and reach the right investors — get started today.
Free account. See your match count free
340,412+ investors · AI-personalized outreach · full pipeline CRM.