You built the company. We run the raise.
Menage Investor prepares your company for a 506(c) round and coordinates the counsel, valuation, and licensed professionals the process requires, so you can stay focused on the business.
The raise becomes a second company to run.
A founder raising alone has to find and manage every piece of the round, then keep it all moving while still running the business the raise is meant to fund. The round competes with the company for attention, and the company is what suffers.
Six workstreams, six vendors, six timelines. Every one of them reports to the founder, and none of them report to each other.
One firm conducts the whole raise.
We are the conductor, not a platform and not the deal. We assemble and coordinate the professionals a raise depends on, and we run the process end to end, so the pieces move together instead of pulling the founder in six directions.
Securities counsel
Engaged and coordinated through the offering, so the legal work stays on schedule.
Valuation
An independent, benchmarked valuation built to hold up under review.
Lead generation coordination
We identify and coordinate the lead generation partners a round requires. Investor solicitation is conducted by the licensed firms engaged for the round.
Offering materials
We advise on the documents and narrative an investor will read, and procure the vendors who prepare them to one standard with counsel.
Data room
A gated, version-controlled room with document-level access and engagement visibility.
Escrow and close
Subscription, escrow, and signature coordinated through to funded.
We work on Regulation D 506(c) rounds, and Regulation CF where it fits the raise. The managed engagement is the same.
How it works.
Qualify
We start with a call to see whether the raise is a fit for the firm and the founder.
Prepare
We assemble the stack: counsel, valuation, the data room, and the materials investors will read.
In market
The offering goes to market through the appropriate licensed channels. We keep the process, the documents, and the professionals coordinated throughout.
Close
We coordinate subscription, escrow, and the paperwork through to close.
We manage the process to readiness and through the market. We do not promise a timeline to close, because a raise closes on the strength of the company and the round, not a calendar.
Whether we are the right firm.
A fit if
- You are operating with revenue or strong validation.
- You are raising $5M or more.
- You want the raise managed rather than a tool to do it yourself.
- You are the decision-maker and ready to move.
Probably not yet if
- You are pre-idea or pre-team.
- You are not ready to meet with possible investors.
- You want to run the raise yourself and just need software.
- The timing or the round is still undefined.
Tell us about the raise.
A short conversation to see whether we are the right firm to run it.
We respond within two business days. Submitting this form does not create an engagement, and nothing here is an offer or solicitation of any security.