Is this legal advice?

No. The tool provides general information only. Consult a qualified securities attorney for legal advice.

Which exemptions are covered?

We cover major exemptions such as Reg D (506(b)/(c)), Reg A+ (Tier 1/2), Reg CF, Rule 504, Reg S, and Rule 147/147A.

What do I receive after completing the assessment?

You receive a report with recommended exemptions, compliance notes, and next steps to review with counsel.

Capital Raising Advisory Tool

AI-powered guidance to help you navigate SEC exemptions for your securities offering. Get personalized recommendations in minutes.

I understand that this tool provides general information only and does not constitute legal advice. I will consult with a qualified securities attorney before making any securities offering.

SEC Exemptions We Cover

Reg D 506(b)

Private placement

Reg D 506(c)

General solicitation

Rule 504

Up to $10M

Reg A+ Tier 1

Up to $20M

Reg A+ Tier 2

Up to $75M

Reg CF

Crowdfunding

Reg S

Offshore offerings

Rule 147/147A

Intrastate

How It Works

1. Answer Questions

Chat with our AI advisor about your company and fundraising plans. It's conversational, not a boring form.

2. Get Analysis

Our system analyzes your situation against all major SEC exemptions to find the best fit.

3. Download Report

Get a comprehensive report with recommendations, checklists, and next steps for your attorney.

Simple Pricing

One-time payment

Complete AI-powered intake
Full exemption analysis
PDF & DOCX report download
Compliance checklists
Investor messaging templates

Free to start • Pay only when you're ready for the full report