Standards & pricing
IAS is configured specifically to the offering and then actively operated through outreach, engagement, diligence, onboarding, and close. Investment Development and hosting are included; they are not separate charges during the active raise.
Simple commercial structure
First raise
Month to month · runs as long as the raise takes
IAS is configured and deployed specifically for the offering, then actively operated through outreach, engagement, and close—all under one monthly rate.
Second raise onward
Month to month · for clients returning to raise again
The investor relationships, records, and IAS infrastructure from the prior raise are already in place, so the next cycle starts warmer and the monthly rate reflects that.
After the active raise
Investor relations, communications, nurturing, system continuity, and readiness for the next offering.
Included in the active-raise rate
The monthly rate covers the system build and the continuing operational work required to keep the raise moving.
All six modules configured to the project, offering, investor profile, and operating responsibilities.
Offer infrastructure, investor narrative, portal, data room, onboarding path, campaign foundation, and first 45 days prepared.
Targeting criteria, verification, enrichment, scoring, segmentation, release, and client campaign records.
Outreach, education, monitoring, pipeline review, follow-up discipline, conversion review, and campaign tuning through close.
The configured IAS operating environment remains hosted and managed throughout the active raise.
Investor records, engagement, history, and next-raise readiness are preserved inside the client environment.
Separate professional and transaction costs
Qualified securities counsel review and approval are required before final offering documents are used. Legal fees are contracted separately between the sponsor and counsel.
Filing charges, accreditation services, escrow, payment processing, e-signature, or other third-party transaction costs may also be charged directly by the relevant provider when applicable.
Pricing questions
Billing begins when the IAS engagement begins and Investment Development starts. The deployment phase is part of the monthly service—not a separate one-time fee.
No. The engagement is month to month and runs as long as the raise takes. The service is designed to continue from development through active operation and close.
The $2,750 monthly rate applies when a prior Capital Context client returns for another raise and the existing IAS infrastructure and investor relationship history can be carried forward.
The sponsor may retain IAS for $399 per month for investor relations, communication, nurturing, system continuity, and readiness for the next offering.
No. Capital Context is not a law firm. Final securities documents must be reviewed and approved by independent qualified securities counsel. Counsel and other third-party provider fees are separate.
No. Capital Context does not receive transaction-based compensation tied to securities raised.
Evaluate first
The Scorecard provides an immediate readiness result and identifies the constraint most likely to limit progress.
Choose the question that best matches what you need.
