Free Tool · Attorney-Trained AI · ~4 Minutes

Capital Raise
Game Plan

Built on nearly 50 years of combined PPM LAWYERS securities law expertise — not generic AI. Answer 11 questions and get an attorney-informed executive summary, compliance risk scorecard, and recommended raise path.

Executive Summary Compliance Risk Scorecard
Recommended Raise Path Investor Sourcing Strategy Documents You'll Need
1
Your Deal
What type of capital raise is this?
Briefly describe your offering (optional — improves results)
How much are you raising?
Minimum investment per investor?
2
Your Investors
Who will your investors be?
How are you thinking about finding investors? (select closest — tool will help refine this)
3
Compliance & Structure
Do you have a legal entity formed?
Have you approached or accepted money from investors yet?
Do you currently have a PPM or any offering documents?
4
Timeline & Priorities
When do you need to start accepting investor capital?
What's your single biggest concern?
Takes about 60 seconds · No information stored or shared
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Your Game Plan is ready.
Enter your name and email to receive your personalized capital raise assessment — plus occasional insights from the PPM LAWYERS team on raising capital legally and confidently.
Analyzing your answers…
Applying PPM LAWYERS attorney expertise
Executive Summary
Risk Scorecard
Investor Strategy
Raise Path + Docs
Your Personalized Capital Raise Game Plan · PPM LAWYERS Attorney-Trained AI
Capital Raise Game Plan
Based on your answers
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Executive Summary
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Compliance Risk Scorecard
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Recommended Raise Path
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Investor Sourcing Strategy
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Documents You'll Need
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Legal Disclaimer: This tool provides general educational information based on PPM LAWYERS' securities law knowledge base and attorney expertise. Output does not constitute legal advice and is not a substitute for advice from a licensed attorney. Use of this tool does not create an attorney-client relationship between you and PPM LAWYERS or any of its attorneys. Results are informational only — your specific situation may require analysis beyond the scope of this assessment. Please schedule a free discovery call for advice tailored to your deal.