You’ll get exclusive access to our private Circle community—your central hub for ongoing support and connection. This is where we host our weekly Mastermind sessions and share valuable templates, tools, and resources to help you raise capital legally and efficiently.

Every client is invited to create a profile and engage with others by posting their “Have’s and Want’s”—whether that’s available deals, needed team members, capital needs, or professional services. It’s a collaborative space designed to foster networking, resource sharing, and strategic partnerships with others who are actively raising money and growing their businesses.

Every week, you’ll have access to a Securities Attorney and our Client Success Coach for up to 90 minutes. These live sessions walk you through how to structure your deals, talk to investors, build your brand, and nurture investor relationships—all in full compliance with securities laws.

You’ll be able to ask all your questions and get answers not only from our team, but also from other participants who often share valuable insights based on their own real-world experience. It’s an interactive, collaborative environment where you can learn, grow, and build your capital-raising confidence.

To learn more, watch the 4-minute video below or scroll down for more benefits.

As a Pre-Syndication client, you’ll receive our professionally designed Pre-Deal Pitch Deck Template—an essential resource to help you confidently introduce Syndication to your potential investors. This customizable deck positions you as a knowledgeable sponsor, showcasing your team, investment strategy, and the fundamentals of how Syndication works. It’s designed to help you build investor relationships and credibility before presenting a live deal.

The deck walks your audience through what they can expect from a typical offering, including how investor funds are used, who qualifies to invest, and the steps from pre-qualification to post-closing. Whether you’re starting conversations with friends and family or growing your network of accredited and sophisticated investors, this tool helps you stand out like a pro while laying the groundwork for a future raise.

As part of our Pre-Syndication client resources, we provide a professionally drafted Investor Non-Circumvent Agreement (NDA). This agreement helps protect your proprietary investor relationships when collaborating with potential partners, co-GPs, or other industry contacts. It ensures that any investor you introduce remains your protected contact, and cannot be approached, bypassed, or used in a deal without your express written consent.

The NDA also establishes mutual confidentiality obligations and safeguards compensation rights, including fees and profit shares, across all investment-related activities. Whether you’re sharing investor information during a joint venture discussion or introducing prospects as part of your networking efforts, this legally binding agreement reinforces professionalism, trust, and long-term protection for your investor pipeline.

Our Pre-Syndication program gives you access to an exclusive Investor Relations Compliance Plan, also known as Best Practices and Standard Operating Procedures (SOPs), designed to help your team create defensible investor relationships. These easy-to-follow guides walk you through every step of creating substantive investor relationships and legally and effectively offering securities under Regulation D, Rules 506(b) and 506(c). Whether you’re cultivating investor relationships, verifying accredited status, preparing marketing materials, or closing a deal, these SOPs help ensure your offerings are compliant, professional, and defensible.

Topics include how to build a substantive pre-existing relationship, how to conduct investor suitability interviews, and how to manage offers, collect funds, and keep your investors engaged. These checklists and protocols help you operate like a seasoned pro while keeping your legal team in the loop and your investors confident in your process.

One of the most powerful tools in your Pre-Syndication toolkit is a customizable Investor Marketing Plan. This strategic planning template helps you build a clear roadmap for attracting, educating, and developing relationships with the right investors—before you ever present a deal. The plan walks you through proven methods to grow your network, including live events, social and digital outreach, credibility-building content, and follow-up systems that align with securities laws.

Whether you’re connecting with friends and family, showing up at real estate meetups, or launching a drip email campaign, this template helps you stay organized and accountable. It also includes best practice guidance for SEC-compliant record-keeping, marketing tool development, and setting measurable 18-month business goals. With this plan in place, you’ll build confidence and a qualified investor base ready to fund your future deals.

Our Pre-Syndication Program includes access to a robust library of professionally developed legal templates and compliance tools that support your Regulation D, Rule 506 and other offerings. These ready-to-use documents help you prepare and organize your offering materials with confidence, making you look polished and professional in front of your investors.

You’ll receive essential templates and guidance, including:

• “When is an Audit Required for Your Rule 506(b) Offerings”

• Bad Actor Questionnaire for investors who purchase ≥20% of the interests

• Rule 506(b) and 506(c) Compliance Checklists

• Investor Due Diligence Checklist

• Investor Telephone Call Log

• LLC Meeting Minutes

• Resolution Templates

• Membership Transfer Procedures

• Additional guides such as “Instructions to Syndicators” and “Fund Managers – Beware These Rules”

• And more…

These templates are designed to be sent with your final offering package and help ensure you meet state and federal securities requirements from start to finish.

Your Pre-Syndication Accelerator (PSA) membership includes two powerful one-on-one strategy sessions designed to help you build a strong foundation and move forward with confidence.

First, you’ll meet with our Client Success Coach, who will guide you through your Investor Marketing Plan, help you clarify your next steps, and get you set up inside our exclusive client community. They’ll also make sure you’re invited to our live Mastermind calls, where you can learn from others, stay accountable, and continue sharpening your skills.

Next, you’ll have a personal Strategy Session with one of our experienced Securities Attorneys, where you’ll map out your long-term investment goals and capital raising strategy. This session gives you legal clarity on how to structure future offerings the right way—so you can grow your business legally, ethically, and profitably.

Capital-Raiser Accelerator Plan

Perfect for new syndicators looking to get started. Includes access for up to 3 team members.

$2995