Reg A+ and Reg CF

Coaching & Consulting

There are many options when it comes to raising capital. Making the wrong move will waste much-needed energy and resources. In addition, there are many laws, rules, and regulations that need to be followed when raising capital. Public Raise will help you streamline and simplify the entire capital raising process allowing you to save time and money.

What is included?

- How to attract investor capital

- Learn the four steps to raising capital

- SEC rules and regulations

- Effective marketing strategies

- Business plan and pitch deck review

- Introduction to potential investors

- Introduction to broker-dealers

Learn how to attract, nurture, and close investors legally using our funnel system that is fully regulated and automated.

Until recent years, raising capital from the general public was very difficult and confined to extremely wealthy investors, known as accredited investors. The JOBS Act (Jumpstart Our Business Act of 2012) expanded and democratized regulations surrounding investments in private securities, allowing companies to publicly advertise their investment opportunity so that everyone has an opportunity to invest. The JOBS Act’s crowdfunding offering, Regulation Crowdfunding (Reg CF), opened new avenues for non-accredited investors to support startups, small. and medium-sized businesses.

Investor Marketing CRM

Connect with your investor audience anytime, anywhere using a multi-dimensional marketing strategy which includes sending highly-targeted messages to your investor base through email, social, and text.

With our investor marketing solutions, you will be able to:

  • Create offering webpage funnel

  • Setup forms

  • Upload contacts into CRM

  • Load tracking pixels and event tracking

  • Retargeting

  • Setup Social Media Channels

  • Create and Launch Ads

  • Response Automation

  • Investor Traffic Nurture

  • Fully automated CRM

  • Pipeline Tracking and Follow Up

  • Press Releases and blogging

  • SEO (Keywords, backlinks, keyword blogs

  • Email marketing campaign setup

  • Video creation

  • SMS Marketing

Why Public Raise?

Doing it right.  We’re business people first, not just investment professionals, so we understand the critical importance of marketing your project.  As your partner, we guide you through every step to help you get the best result.

One centralized marketing system.  Other firms often require you to rely on outside marketing.  Our integrated platform helps you take all necessary promotional steps while saving you time and costs.

A partner network.  Most SEC attorneys and broker-dealers are very busy and expensive to work with. We will introduce you to our network of professional contacts, including SEC attorneys, payment providers, broker-dealers, and Transfer Agents that can save you time and money.

Lower fees.  Public Raise can offer lower overall pricing by making better use of technology, so you keep more of what you raise.

Better risk management.  Raising capital is a HIGHLY REGULATED PROCESS. There is an extensive list of SEC (Securities and Exchange Commission) rules that must be followed. Our experience and technology can help keep your investment offering campaign compliant, minimizing your regulatory risks.

Regulation Crowdfunding (Reg CF) and Regulation A (Reg A+) Solutions

Raising capital has never been easier. Public raise was created so that entrepreneurs like you, who aren't marketers and programmers, can easily build an investor marketing and sales system to help you find investors online so you can grow your company.

Investor Marketing

Attract, nurture, and convert traffic by guiding your visitors step-by-step through the entire investing process, so they don't get confused and leave.

SEC Attorney Introductions

SEC attorneys will guide you to ensure your investment offering documentation outlines all the risks and disclosures to protect you. Make sure you have the best deal structure to attract investors.

FINRA Broker-Dealer Services

Stay compliant with your investment offering and partner with a broker dealer who can help you navigate through the legal complexities of a successful capital raise.

Changing The Lives of Entrepreneurs

Public Raise provides a comprehensive, full-service approach to help you meet your current and future capital needs. 

Regulation A+ (Reg A+)

  • Maximum Raise (Tier I): $20 million per 12 months; no investor limits ·      

  • Maximum Raise (Tier II): $75 million per 12 months; non-accredited investors can invest the greater of ten percent of their income or net worth

  • Permitted Investors: anyone can invest

  • General Solicitation: permitted (public advertisement allowed); promote a prepared offering to the public

  • Testing the Waters: Permitted; search and examine the market for potential investors before an offering is ready

Regulation Crowdfunding

(Reg CF)

  • Maximum Raise: $5 million per 12 months; investor limits based on income and net worth

  • Permitted Investors: anyone can invest      

  • General Solicitation: permitted (public advertisement allowed); promote a prepared offering to the public

  • Testing the Waters: Permitted; search and examine the market for potential investors before an offering is ready

Regulation D (506c)

  • Maximum Raise: unlimited; no limit on how much an accredited investor can invest ·      

  • Permitted Investors: limited to accredited investors only

  • General solicitation: permitted (public advertisement allowed): promote a prepared offering to the public

  • Testing the Waters: permitted; search and examine the market for potential investors before an offering is ready

Latest Blog

Find the latest blogs news from Public Raise. See related capital and financial technology articles, photos, slideshows, and videos.

blog image

Opportunities in the Private Markets

December 09, 20224 min read


Private markets are growing rapidly, with more investors looking to make investments in private companies. Private markets provide a range of opportunities for investors, including access to higher returns, tax benefits, and the potential to diversify their portfolios. The trend of investing in private markets is largely driven by technology advancements that make it easier for people to access this asset class. Technology has allowed many platforms to emerge that provide investors with a comprehensive view of the private market landscape, including information about different investment strategies, deal flow, and even data on pricing trends across sectors. In addition, new regulations have enabled more capital to flow into these markets, which has helped increase liquidity and reduce risk.

Private Markets

As a result of all these developments, investing in private markets has become an attractive option for many investors who are looking to diversify their portfolios and maximize returns. With one hand tied behind its back due to low interest rates on traditional investments such as stocks and bonds, investing in private markets provides a viable alternative for those seeking higher returns than what is offered in public markets. Furthermore, it also allows them to access exclusive deals not available elsewhere.

In addition to attractive returns, there are other advantages that come with investing in private markets such as having access to a wide variety of assets from different sectors around the world as well as being able to invest directly into startups or smaller companies with great growth potential. For instance, many venture capital firms invest heavily into early-stage startups and often offer their own portfolio companies additional support such as mentorship or guidance on how best to scale their businesses. All these factors make investing in private markets an appealing option for many potential investors.

1. Access to Higher Returns

 Private markets have the potential to generate higher returns than public markets. This is due to the fact that private companies tend to be less volatile than their publicly traded counterparts. As such, investors may be able to achieve better returns over time by investing in privately held companies. Additionally, private market investments are not subject to the same short-term fluctuations as those in public markets, allowing investors to potentially benefit from long-term growth in value.

2. Tax Benefits

Another benefit of investing in private markets is that many investments offer favorable tax treatment. In particular, investments in certain types of real estate projects can qualify for special tax incentives such as depreciation and cost segregation treatment, which can help reduce an investor’s overall tax burden. Additionally, certain types of investments may also qualify for capital gains treatment or other beneficial tax treatments under state law.

3. Diversification

Investing in private markets also provides investors with opportunities for diversification across different asset classes and sectors. By investing in different types of assets—such as stocks, bonds, real estate projects, venture capital funds—investors can spread out their risk while still seeking potentially high returns. By diversifying their portfolios across asset classes and sectors they can protect themselves against downturns while still benefiting from potential upside gains if certain assets perform well over time.

How Can Investors Get Started?

The first step any investor should take when considering investing in private markets is doing research on different opportunities available in the space so they can better understand which investments may be suitable for them based on individual goals and risk tolerance levels. Once they have identified some potential investments that meet their criteria, they should then do further research into each company before making any decisions about whether or not to invest. This includes taking time to read up on the company’s background and financial history as well as learning more about its business model so they can get an accurate picture of what kind of opportunity they may be getting involved with. Furthermore, understanding how much control or influence you will have over your investments is also important when assessing whether or not a particular opportunity is worth pursuing since this will determine how much say you will have over how your money is being used or invested by the company you’re considering backing financially.


Investing in private markets offers numerous benefits both short-term and long-term rewards compared to traditional investments such as stocks and bonds; however, it also comes with its own challenges that need careful consideration before jumping right into it without proper research and understanding of what you’re getting yourself into first. Thankfully there are various resources available online which can help investors find out more about individual companies before making any decisions about where best to deploy their funds; once armed with knowledge about the sector they’re interested in investing within along with comprehensive understanding about individual opportunities available within it—investors can confidently enter this space knowing exactly what kind of risks (if any) come attached with putting funds towards these ventures versus going down the traditional route instead! Investing wisely requires commitment but when done correctly can bring great reward; so if you’re keen on unlocking potential within today’s rapidly growing world of modern finance then why not start exploring all the possibilities contained within today's exciting realm of private market investment!

blog author image

David Lee

Back to Blog

When we initially started this journey of raising capital, we were overwhelmed. Public Raise made it easy by making the relevant introductions and providing me with so much invaluable information. Thank you!



John D

It was difficult getting our project launched. Not only did we have to deal with compliance, but we also had to work in technology and coordinate with marketing. Public Raise made this process easier and they introduced me to all the necessary parties to make this happen. .



Mike M

There are so many choices when it comes to raising capital. I like how Public Raise gave me specific recommendations based on our goals. The entire process was streamlined. I'm very thankful.



David S

Finding investors for our business was a great challenge. Public Raise made it easy and helped us market to our audience in a way that built trust. We will certainly use them again for our future raises.



Joan K

Book Your Free Demo Call

-Investor Marketing CRM

-Investor Funnels

-Compliance Assistance

-Broker-Dealer and Attorney Introductions

Public Raise

Demo Call

30 Mins
Demo with our software

Select Date & Time


Public Raise specializes in helping small and medium-sized businesses raise capital legally through online channels. This expertise extends to businesses that serve consumer retail, real estate, technology, financial services/fintech, and energy. Contact us to learn more about raising capital.


What We Do

Disclaimer – Public Raise performs no underwriting function and acts solely on behalf of a client company in providing in-house financial advisory and investor marketing services. Although the consulting services of Public Raise may include general advice and consultation regarding general legal topics relating to the consulting services to be rendered, particularly with respect to areas of financial expertise of Public Raise the services rendered by Public Raise do not include the rendition of professional legal services or any specific legal service, advice or consultation by any affiliate of Public Raise. Public Raise is not a Broker Dealer or registered with FINRA or the SEC. Public Raise will not accept broker success fees or commissions for raising capital.

David Lee, who is the Founder of Public Raise, is also a Managing Director and Registered Representative of Netshares Financial Services, LLC ("Netshares"), an SEC registered broker-dealer. Any activities of Public Raise, its employees, or the Management of Public Raise, which is conducted in connection with or set forth in this website is not in any way related to the position of an affiliated person of Netshares. The Management of Public Raise and its business are separate and independent of Netshares and is not part of the business conducted by Netshares and any representation to the contrary is false. Netshares has no responsibility or liability for the activities of Public Raise, its employees or the Management of Public Raise, or any representations made in connection with or set forth in this website.

© Copyright 2021. All-Star Franchise Development, LLC. All rights reserved.