Your branded private raise portal — live in minutes.
A hosted portal for one Rule 506(c) raise — diligence, documents, investor checks, and filings.
Issuers, advisors and placement teams — without building software.
Issuers and sponsors
Launch a branded 506(c) portal for diligence, subscriptions, cap table, and K-1s — without building software.
RIAs and wealth advisors
White-label the same stack for your book: your domain, your brand, your issuers and investors.
Boutique banks and placement agents
Stand up a branded portal per deal — diligence rooms, AI drafts, accreditation, and K-1s.
Family offices and private funds
Keep deal-portal tech under your name with tenant isolation and counsel-ready drafts.
One white-label plan
Card required at sign-up. Verified at $0 today with secure payments. Seven-day trial, then $399/month unless you cancel. Unlock early any time. One raise per portal. Usage bills to the same card once paid.
Issuer Portal
Your branded portal for one Reg D Rule 506(c) raise. Add a card at sign-up ($0 today). Build the deal for seven days. Then $399/month starts unless you cancel — or unlock early. Need another raise? Open a new portal.
- One Reg D offeringSingle 506(c) raise per portal — open another for another raise.
- Diligence, PPM, and pitch deckData room, AI drafts, and editable placement decks with counsel controls.
- Accreditation and identity checks506(c) verification and screening billed per check; subscriptions gated.
- Form D filing agentWe prepare and file on EDGAR after you e-sign. Form ID $49 · Form D $75 — never a % of raise.
- Comms suiteDial pad, SMS, email, and AI calling with compliance gates. Usage billed on top.
- Fully hosted and white-labelYour brand, your domain, automatic TLS. We run every server.
Identity verification and accredited-investor checks bill per check to your saved card after you subscribe. You only pay for checks you run. Platform fees never include a percentage of capital raised. We host and run every portal. There is no self-host option and no source-code handoff. You brand it; we run it. After you subscribe, usage — identity verification, investor checks, SMS, calls, AI calling, email, dial pad, phone numbers, Form ID ($49), and Form D ($75) — bills to the same card.
Purchase. Provision. Brand. Go live.
01
Verify your card
Add a card at sign-up. Secure payments check it when needed — $0 today. Prepaid cards are declined.
02
Get your portal
We spin up your branded subdomain in minutes.
03
Set up the 506(c) raise
Add terms, diligence files, and the investor flow.
04
Go live when ready
Unlock early or wait for the trial to convert. Then invite investors.
What you get
One private offering per portal. We host it. You brand it. Flat monthly fee — never a cut of what you raise.
Offering and documents
Open and run one Reg D raise on your branded portal.
- One Reg D offering
Rule 506(c) workspace per portal. Another raise means a new portal.
- Due diligence and data room
Guided questions, file uploads, reviewer loop, exportable report.
- AI PPM drafts
Counsel-watermarked first passes. Regenerate sections. Export.
- AI pitch deck
Placement overview from diligence and PPM. Edit, PDF/PPTX, view tracking.
- Subscription agreements
Upload or generate, investor e-sign, issuer countersign, audit trail.
Investor onboarding
Gate subscriptions until checks clear.
- Investor questionnaire
Accredited, suitability, and tax forms — required before subscribe.
- 506(c) accreditation
Verified / Pending / Expired. About 90-day expiry. Billed per check.
- Identity verification
AML / KYC for firm, control persons, and investors. Billed per check.
- Cap table and subscriptions
Off-chain units against verified subscriptions only.
- Schedule K-1 issuance
Import allocations, branded K-1s, publish to investor tax docs.
Filings
Federal Form D prepared and filed by us. Blue-sky stays with counsel.
- Form ID guided prep
Form ID: EDGAR access. You finish Login.gov and notarization. $49.
- Form D filing agent
Form D: the SEC notice for a private raise. We draft; you e-sign; we file. $75.
- Blue-sky resources
Official NASAA EFD and SEC links. We do not file state notices.
- Outreach compliance gates
Calls and materials stay locked until file, checks, Form ID, Form D, and counsel sign-off.
Outreach and communications
Dial, SMS, email, and AI calling — plus a supplied broker-dealer book and your own investor lists.
- Broker-dealer book
We supply the BD directory for gated outreach — masked, use-only, no export. Contact by email, dial pad, or AI call.
- Your investor lists
Upload verified accredited-investor lists with Rule 506(c) and consent attestations, then dial, SMS, email, or AI-call.
- Unified inbox
Email, SMS, and call activity on one contact timeline.
- Browser dial pad
Keypad and in-call controls. Recording disclosure built in.
- AI SMS
Draft help with consent, STOP/HELP, and quiet hours.
- AI calling
Outbound and inbound with transcript and recording. Billed per minute.
- Missed-call text-back
If you miss an inbound call from a broker-dealer or investor, we text them back. STOP/HELP and quiet hours apply.
- Number ordering
Order a dedicated number for dial, SMS, and AI calling.
Administration
White-label ops without running servers.
- Fully hosted Issuer Portal
Instant subdomain. Custom domain + TLS after subscribe.
- Brand theming
Logo, colours, legal and trading names everywhere.
- Issuer, advisor, and affiliate roles
Separate logins, client admin, and platform super admin.
- Affiliate dashboard
25% of subscription for twelve paid months; 5% one-level override.
- Billing and usage
Card verified at $0. $399/mo after trial. Usage itemised on the same card.
Dial, SMS, email, and AI calling — with compliance built in.
Every portal includes a browser dial pad, SMS, email, and AI calling. We supply a broker-dealer book for gated, masked outreach (email, dial pad, AI call — never marketing SMS). Upload your own verified accredited-investor lists with Rule 506(c) attestations and reach them on the same tools. If you miss an inbound call, text-back can reply for you. Usage bills per minute, SMS, and email.
Browser dial pad
Keypad and in-call desk phone under your numbers, with recording disclosure played automatically.
Broker-dealer book
We supply FINRA-registered BD contacts for compliance-gated outreach. Masked, use-only, no export. Email, dial pad, or AI call — not marketing SMS.
Your investor lists
Upload verified accredited-investor lists with Rule 506(c) and consent attestations; reach them by dial pad, SMS, email, or AI call. Accreditation verification is required before investment.
AI SMS
Outbound messaging under the PrivatePlacement.finance sender name, with STOP / opt-out honoured.
AI calling
Outbound campaigns and inbound answering — usage billed per AI voice minute. Transcript and recording retained.
Unified inbox
Email, SMS, and call activity on one contact timeline.
Missed-call text-back
If you miss an inbound call from a broker-dealer or investor, we text them back. STOP/HELP and quiet hours apply.
Number ordering
Order a dedicated number for dial, SMS, and AI calling.
Regulatory retention
Recordings and transcripts kept with an audit log for the retention window you set.
Call-time windows
Configurable hours and time zone so outreach stays inside permitted windows.
Rule 506(c) needs every buyer verified.
Under Rule 506(c) you may advertise only if every purchaser is a verified accredited investor. The portal tracks status, blocks subscriptions until Verified, and bills each check.
Verification methods
Income, net worth, and third-party confirmation pathways.
Status in the investor list
Verified, Pending, Expired, or Not started next to the cap table, with filters and one-click Verify.
Re-verification and expiry
About a 90-day window with re-verify when status expires.
Subscription gate
Subscriptions stay blocked until accreditation status is Verified.
Billed per check
Accredited-investor and identity checks bill per check.
We prepare and file your Form D.
We draft Form D from your offering data. You review and e-sign. We file on EDGAR. Form ID guided prep is included — you complete Login.gov / EDGAR Next and notarization. Fees: Form ID $49 · Form D $75. Never a percent of capital raised.
Blue-sky filings
We do not make blue-sky (state notice) filings. Issuers and counsel remain responsible. Official resources:
- NASAA Electronic Filing Depository
State notice filings for Regulation D are often filed through NASAA’s EFD.
- SEC Form D and EDGAR
Federal Form D files with the SEC through EDGAR. You need EDGAR access (Form ID) first.
- North American Securities Administrators Association
State securities regulator guidance and notice-filing links.
Frequently asked
- What is PrivatePlacement.finance?
- A hosted deal portal for Rule 506(c) raises. Diligence, data room, AI document drafts, investor checks, identity verification, K-1s, and Form D filing by us as EDGAR filing agent.
- What is Reg D Rule 506(c)?
- A U.S. private offering rule. You may advertise, but every buyer must be a verified accredited investor.
- How does billing work?
- A card is required at sign-up and verified at $0. No setup fee. During the seven-day trial you prepare the deal while paid tools stay locked. $399/month starts when the trial ends unless you cancel, or right away if you unlock early. Usage (identity verification, investor checks, SMS, calls, AI calling, email, dial pad, phone numbers, Form ID $49, Form D $75) bills to the same card once paid. We never take a percent of capital raised.
- What is Form D?
- Form D is the notice the SEC requires for a private raise. We prepare and file it as your EDGAR filing agent after you review and e-sign. Fee: $75.
- What is Form ID?
- Form ID is how you get EDGAR access (Login.gov / EDGAR Next plus notarized papers). We guide you; you complete login and notarization. Assistance fee: $49.
- Do you file Form D?
- Yes. We prepare and file Form D after you review and e-sign. Form ID still needs your Login.gov / EDGAR Next steps and notarization. Form ID $49 · Form D $75, charged to your saved card.
- Do you make blue-sky filings?
- No. We do not file blue-sky (state notice) filings. We link official sites: NASAA EFD (efdnasaa.org), SEC EDGAR (sec.gov/edgar), and NASAA (nasaa.org). Counsel handles state filings.
- Are you a broker-dealer?
- No. We are a technology platform and EDGAR filing agent for Form D when engaged — not a broker-dealer, funding portal, transfer agent, or tax preparer. Counsel owns offering structure and legal advice.
- How do affiliate referrals work?
- Affiliates get a referral code, dashboard, and payout tracking. Approved affiliates earn 25% of subscription for the first twelve paid months on clients they refer, and a 5% override on clients referred by affiliates they recruited. Commission accrues after payment, excludes usage fees, and is one level deep for overrides.
Deploy your branded portal today
Card verified at $0 today. Seven-day trial, then $399/month — or unlock early. Instant provision, branding and domain pairing with automatic TLS.
Start free trial