The founder
You need a credible investor site and a room you can operate. Core gives you the platform; Signature also handles the initial preparation.
FOUNDERS & THEIR ADVISERS
A company worth
understanding.
For pre-seed through Series A teams preparing for angel, venture, strategic, or family-office investment—and the counsel, finance advisers, and operators helping them prepare.
WHERE WE FIT
You have the substance.
We help people find it.
Core is suited to straightforward raises, often below approximately $2M. Signature is recommended for approximately $2M+ or a more complex diligence process. The amount is guidance, not a restriction.
The finance or operating lead
You need materials that agree, sensible access boundaries, and a handoff your team can use. Signature adds preparation, review, and multiple administrators.
The adviser
You need a clear implementation scope around your professional work. We organize and present company-approved substance; we do not replace legal, accounting, or investment advice.
03 / CHOOSE YOUR ENGAGEMENT
How much do you
want off your desk?
Both include the investor website and secure VDR. The decision is who prepares the materials and how much access control the process needs.
YOUR STARTING POINT
Core
$5,000A complete investor environment, built for your company. You manage your folders and documents, with 1 administrator and a single investor access level.
Explore Core Start with Core; upgrade at any time for $5,000. Third-party infrastructure costs may continue.Compare every inclusion →YOUR NEXT INVESTOR CONVERSATION
Give them a better
place to start.
Bring your company, your materials, and the raise ahead. Choose the investor environment your team can manage—or the complete preparation engagement.