Frequently asked questions
Questions About IAS, the Process, and What Sponsors Can Expect.
Clear answers about fit, deployment, outside counsel, pricing, operating responsibilities, results, data separation, and what happens after the active raise.
IAS questions
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IAS & fit
What does Capital Context actually do?+
Capital Context configures and actively operates IAS, its six-module capital raise operating system. The work spans offering infrastructure, investor-fit modeling, prospect architecture, outreach and education, portal and data room, onboarding, pipeline monitoring, follow-up, and relationship continuity through close.
Is this consulting or advisory work?+
It is an operating engagement. Capital Context does not stop at recommendations: it builds the defined IAS environment and manages the raise process alongside the sponsor. Capital Context is not a broker-dealer, investment adviser, or law firm and does not provide legal or investment advice.
Who is IAS designed for?+
IAS is designed for real estate sponsors, developers, syndicators, operators, and fund managers raising private accredited-investor capital who have a defined project or strategy and are prepared to operate through a disciplined process.
What kinds of offerings can IAS support?+
IAS can be configured for project, portfolio, platform, syndication, and fund offerings across property types, using equity, preferred equity, or debt structures, under appropriate Reg D 506(b), 506(c), or Reg S pathways.
Development & launch
What is included in Investment Development?+
The focused 3–4 week phase includes company and project profiling, offer architecture, investor narrative and materials, a legal-ready package for outside counsel review, investor-fit criteria and initial prospect universe, portal, data room, onboarding, CRM, automation, campaigns, and the first 45 days of execution preparation.
Are securities documents reviewed by an attorney?+
Yes. Independent qualified securities counsel must review, revise as necessary, and approve final offering documents before use. Capital Context organizes the terms and prepares the working, legal-ready package but does not provide legal advice. The sponsor may use existing counsel or request an introduction; legal fees are separate.
What defines launch?+
Launch occurs when the approved system is operational: initial qualified prospects are loaded, campaigns are active, the portal and data room are ready, counsel-approved documents are available, the onboarding pathway works, and investor contacts are being reached.
Does Capital Context guarantee that capital will be raised?+
No. No responsible firm can guarantee the market response. Results depend on the offer, sponsor, project fundamentals, market conditions, investor fit, timing, and execution. Capital Context builds and operates the system; it cannot manufacture demand for an offer the market does not accept.
Pricing & responsibilities
What is the current payment structure?+
A first raise is $3,950 per month from Development through close. A repeat raise for a returning client is $2,750 per month. Both are month to month and include hosting. After the active raise, optional investor-relations continuity is $399 per month.
Are there separate software and hosting charges?+
IAS hosting is included in the active-raise monthly rate. Some third-party transaction or professional costs—such as legal review, filing, accreditation, escrow, payment processing, or certain licensed services—may be charged directly by the provider when applicable.
What is Capital Context responsible for?+
Capital Context is responsible for the IAS scope defined in the engagement agreement: system configuration, operating architecture, campaign preparation, pipeline monitoring, ongoing execution support, and the other identified deliverables.
What is the sponsor responsible for?+
The sponsor supplies complete and accurate project, financial, track-record, and operating information; makes timely decisions; approves the offer and communications; retains appropriate counsel and professional advisors; participates in investor conversations; and fulfills issuer obligations.
Education & continuity
Is the Capital Raise Academy required?+
No. The 38-lesson Academy is a free educational resource and can be used before the Scorecard or consultation. It is helpful because it gives the sponsor team a shared understanding of the standards and operating process.
How does an engagement begin?+
Most sponsors begin with the interactive Scorecard, review selected Academy lessons, and then request a structured consultation. The consultation tests readiness, fit, timing, and whether Investment Development should proceed.
What happens after the first raise closes?+
The client’s investor records, engagement history, communications, diligence activity, and investment status remain organized inside the IAS client environment. The sponsor may retain IAS for ongoing investor relations and return at the repeat-client rate for the next offering.
Does Capital Context own the sponsor’s new investor relationships?+
No. Investor contacts and relationship records generated inside a client’s campaigns remain in that client’s isolated campaign environment and are not added to the proprietary Capital Context research universe without separate authorization.
Begin with clarity
Still evaluating whether the raise is ready?
Use the Scorecard first. It will give the consultation a more useful starting point if you decide to proceed.