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.
How is IAS different from investor management software?+
Investor management platforms commonly provide fundraising workflows, onboarding, investor portals, reporting, and fund administration. IAS connects those downstream functions with the earlier work of offering preparation, capital-source development, investor fit, coordinated outreach, and pipeline operation. The distinction is the continuity of the operating process and the Capital Context support used to configure and operate it.
Is IAS a CRM system?+
IAS includes investor relationship and pipeline management, but it is not simply a generic CRM. It combines capital-source data, offering-specific investor qualification, outreach workflows, diligence progression, onboarding coordination, investor relations, and re-engagement within a sponsor-specific operating environment.
Does IAS replace a placement agent or broker-dealer?+
No. IAS provides capital-raise preparation, technology, research, educational resources, and operational support. Capital Context does not act as a placement agent or broker-dealer and does not receive transaction-based compensation. When a registered broker-dealer participates in an offering, that firm remains responsible for its regulated activities under its separate agreement with the issuer.
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.
Can IAS work with FINRA-registered broker-dealers?+
Yes. For offerings where broker-dealer distribution may be appropriate, IAS can identify registered firms whose investment focus, distribution model, CRE experience and offering preferences appear aligned. At the sponsor’s direction, Capital Context may facilitate an introductory business-development inquiry and coordinate information and diligence workflow. A broker-dealer independently determines whether it wishes to participate and contracts directly with the issuer. Capital Context is not the selling broker-dealer and does not receive transaction-based compensation from securities sold.
Does a broker-dealer have to be exclusive?+
Not necessarily. Selling arrangements are negotiated between the issuer and participating broker-dealer and should be reviewed by qualified securities counsel. IAS is designed to support non-exclusive capital sourcing so a sponsor may continue developing other appropriate sources while a participating broker-dealer distributes the offering under its agreed terms.
Can broker-dealer investors use the same IAS onboarding process?+
Where accepted by the participating broker-dealer and applicable transaction providers, IAS is designed to support a common investor onboarding, qualification, subscription, compliance, funding and settlement workflow while maintaining appropriate broker-dealer and investor-source attribution.
Does IAS replace broker-dealer due diligence or compliance?+
No. Each participating broker-dealer remains responsible for the diligence, supervision, investor requirements, filings, books and records and other regulatory obligations applicable to its activities. IAS provides an organized offering, diligence, document, onboarding, transaction and audit-trail environment that can support the participating firm’s independent process.
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
How much does the IAS engagement cost?+
A first raise is $4,650 per month, month to month. A subsequent live raise is $3,450 per month. During months without a live raise, the sponsor transitions to IAS Investor Relations and continuity at $799 per month.
When does active-raise billing begin?+
The $4,650 or $3,450 monthly engagement begins with offering development and preparation and continues through launch and closing.
What is the current payment structure?+
The operating stages are preparation and first live raise at $4,650 per month, subsequent live raise at $3,450 per month, and IAS Investor Relations and continuity at $799 per month during months without a live raise.
Are there separate software and hosting charges?+
IAS hosting and system management are included during the applicable IAS stage. 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?+
During months without a live raise, the sponsor transitions to IAS Investor Relations and continuity at $799 per month. Investor accounts, documents, communications, notices, investment history, reporting records, service activity, permissions, and relationship intelligence remain organized for ongoing investor service and future-raise readiness.
What happens to IAS after the raise closes?+
IAS continues as the sponsor’s controlled investor-relations and relationship-management environment at $799 per month during months without a live raise. The same system that supported acquisition and onboarding continues supporting the investor relationship instead of handing it off to disconnected spreadsheets or tools.
What Investor Relations capabilities are built into IAS?+
IAS supports secure branded investor accounts, a centralized document center, capital-call and distribution notices, payment-status coordination, capital-account statements, K-1 delivery, investor updates, self-service account information, and relationship history for future offerings.
Does IAS replace a fund administrator, CPA, auditor, bank, or attorney?+
No. IAS coordinates workflows, preserves records, manages approvals, prepares information, and supports professional review. Banks, CPAs, auditors, tax professionals, securities attorneys, custodians, and regulated transaction providers retain responsibility for their specialized functions.
Does IAS replace a full-service fund administrator?+
No. IAS is the sponsor’s end-to-end investor acquisition and relationship-management operating system. It coordinates investor-facing workflows and preserves the system of record, while banks, CPAs, auditors, tax professionals, securities attorneys, custodians, and regulated transaction providers remain responsible for their specialized functions.
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.
What happens to the investor relationships developed during a raise?+
Investor contacts and relationship records developed through a client campaign remain within that client’s dedicated campaign environment. IAS preserves the engagement history and operating intelligence so the sponsor can continue developing those relationships during investor relations and future offerings.
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.