Standards & pricing
The monthly engagement begins with Investment Development and offering preparation and continues through launch and closing. During months without a live raise, IAS Investor Relations and continuity is $799 per month.
Simple commercial structure
The active-raise engagement
Beginning with offering development and preparation, the IAS monthly engagement combines proprietary operating infrastructure, CRE-specific investor intelligence, campaign execution, investor onboarding, and active raise support through launch and closing. This is not simply a software subscription, consulting report, or investor-placement fee.
First live raise
Designed for a sponsor operating a prepared first offering. Capital Context runs the investor-acquisition program, outreach and nurture, qualification, onboarding support, and pipeline management through close.
Subsequent live raise
Designed for a sponsor using the established IAS environment for a subsequent offering. The sponsor carries forward investor history, campaign intelligence, operating knowledge, configured workflows, and reusable infrastructure from the prior raise.
Between live raises
Applies during months without a live raise. IAS continues operating the secure investor portal, document center, notices, communications, capital-account and reporting records, investor-service activity, relationship intelligence, permissions, and future-raise readiness. Independent accounting, tax, audit, banking, legal, and regulated transaction providers remain responsible for their specialized functions.
IAS pricing follows the sponsor’s operating stage. Active-raise pricing begins with offering development and preparation and continues through launch and closing. During months without a live raise, the sponsor transitions to the $799-per-month IAS Investor Relations and continuity environment. Compare IAS With Other Approaches →
Included in the active-raise rate
Active-raise pricing combines the IAS environment, investor intelligence, acquisition campaigns, outreach operation, qualification, onboarding coordination, pipeline management, and system management.
All six modules configured to the project, offering, investor profile, and operating responsibilities.
Offering-specific source selection from Capital Context’s proprietary investor-source universe; fit analysis, verification, normalization, attribution, segmentation, and a curated client campaign database loaded into IAS.
A digital marketing expert trained on IAS designs, launches, monitors, and optimizes approved email, LinkedIn, education, nurture, and follow-up campaigns. This is not customer support. This is operated expertise.
Engagement monitoring, pipeline review, follow-up discipline, fit and engagement prioritization, and campaign tuning through close.
The configured IAS operating environment remains hosted and managed throughout the live offering.
Capital Context operates outreach, education, qualification, follow-up, and pipeline progression while the offering is live.
Capital Intelligence, the curated client campaign database, and the Capital Formation Operator are included in the active-raise IAS engagement. There is no separate database, platform, or operator fee. Explore Capital Intelligence →
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.
Repeat-client value
A first raise creates more than a closing event. It creates investor history, communication records, preferences, engagement data, onboarding records, and operating knowledge.
Repeat sponsors do not begin with an empty system. They begin with an established capital-formation environment.
The $3,450 repeat-client price reflects the retained IAS environment, investor history, campaign intelligence, and reusable infrastructure—not reduced service quality or a temporary discount.
Sponsor workload
The value of IAS is not only what the system contains. It is the coordination burden, execution risk, and repeated work it removes from the sponsor.
Pricing questions
The monthly engagement begins with offering development and preparation and continues through launch and closing.
No. The active-raise engagement is month to month.
The $3,450 monthly rate applies to a subsequent offering for a returning client whose existing IAS infrastructure and relationship history can be carried forward.
The sponsor transitions to IAS Investor Relations and continuity at $799 per month. IAS maintains the investor portal, records, documents, notices, communications, reporting history, service activity, relationship intelligence, and future-raise readiness. It does not replace independent accounting, tax, audit, banking, legal, or regulated transaction providers.
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.
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