Free Attorney-Trained AI Tool

Capital Raise Advisor

Answer 5 quick questions and get your personalized capital raise roadmap — exemption strategy, timeline, and required documents.

Question 1 of 5
Step 1 of 5
What best describes your deal?
This determines your legal structure and available exemptions.
🚀
Startup / Tech
Equity or SAFE raise for an operating company
🏢
Real Estate Deal
Syndication, fund, or property acquisition
📈
Investment Fund
PE, VC, hedge fund, or debt fund
🏪
Small / Growing Business
Operating business capital raise
Step 2 of 5
How much are you looking to raise?
Your target amount affects which exemptions are available and your investor pool size.
💵
Under $500K
Friends, family, and angel investors
💰
$500K – $2M
Accredited investor raise
🏦
$2M – $10M
Institutional or broad accredited raise
🌐
Over $10M
Large institutional or Reg A+ raise
Step 3 of 5
Where are you in the process?
This tells us how urgently you need documents in place.
💡
Just Exploring
Learning the process, not started yet
🤝
Early Conversations
Talking to investors, no commitments yet
Actively Raising
Pitching investors now
🎯
Near Close
Investors ready to commit
Step 4 of 5
Who are your target investors?
Investor type determines which exemptions you can use and what solicitation is permitted.
👨‍👩‍👧
Friends & Family
Pre-existing personal relationships only
😇
Angel Investors
High-net-worth sophisticated investors
Accredited Investors
$200K+ income or $1M+ net worth (general)
🏛️
Institutional Investors
VC, PE, family offices, funds
Step 5 of 5
What's your biggest challenge right now?
We'll focus your roadmap on what matters most to you.
🔍
Finding Investors
Where to look and how to reach them
📋
Legal Structure
Figuring out the right legal setup
Looking Credible
Presenting professionally to investors
⚖️
Understanding Compliance
Knowing what's legal before taking money
Almost There

Where should we send your roadmap?

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Building Your Roadmap

Applying PPM LAWYERS securities expertise…

Your Capital Raise Roadmap

Personalized by PPM LAWYERS