Free Consultation · 30 Minutes · No Obligation

Let’s talk about your raise.

Pick a time that works for you. We’ll walk through your fundraising goals, confirm your Reg CF eligibility, and explain exactly how a 30-day Test the Waters campaign would work for your company. No jargon, no pressure — and never any investment advice.

Pick your time

All times shown in your local time zone. You’ll receive a confirmation email with a calendar invite and video link.

What we’ll cover

Your fundraising goals, target raise amount, and timeline

Whether your company is eligible for Regulation Crowdfunding

How the 30-day Test the Waters campaign works — and what the $5,000 platform fee includes

The 15% interest threshold, Form C filing, and the 14 state registrations

Realistic marketing budgets and the 6–12 month campaign timeline

Rolling escrow, closing, and the path from Reg CF to Reg A — and an eventual IPO