Capital Raise Consulting

Why Select Meraki Partners as your Capital Raise Consultant

Raising capital is one of the biggest milestones for any entrepreneur. Whether you are funding growth, preparing for acquisitions, or building the runway to take your company public, the ability to access outside capital is essential. But raising money is not just about asking investors to write checks. It requires compliance, structure, strategy, and presentation.

At Meraki Partners, we don’t raise capital for you, but we do everything to ensure you can raise it legally, efficiently, and successfully. Our role is to prepare your company to meet the expectations of regulators, investors, and intermediaries, so you can focus on connecting with capital sources confidently.

Why Entrepreneurs Choose Meraki Partners

Deep Transaction Experience

With over 17 companies taken public and dozens of offerings structured, our team has advised entrepreneurs from pre-revenue startups to multi-million-dollar businesses. We know how to prepare offerings that meet regulatory standards while positioning your business as an attractive opportunity.

Designed for Entrepreneurs

Every entrepreneur has a limited personal and professional network to approach for capital. Once that circle is tapped out, raising money requires reaching new audiences, whether through digital advertising, regulated crowdfunding, or institutional channels. Meraki helps you build the infrastructure to expand beyond your immediate network in a compliant and effective way.

Compliance First, Strategy Always

Securities regulations are complex. From Reg D private placements to Reg CF crowdfunding and Reg A+ public offerings, each pathway has specific rules. Meraki ensures your offering is structured correctly and all documentation is accurate, so you can advertise, communicate, and close investments without fear of compliance issues.

What We Do for Entrepreneurs

Meraki Partners serves as the quarterback of your capital raise preparation. We coordinate the moving parts, advise on structure, and ensure your offering is designed for success. Our support includes:

• Advising on the optimal financing structure for your business stage and goals
• Reviewing and improving your investor deck and presentation materials
• Advising on the preparation of subscription agreements and disclosure documents
• Creating a professional financing data room for investor due diligence
• Reviewing regulatory filings and coordinating with attorneys and filing agents
• Advising on compliance with federal and state securities laws
• Designing a proactive outreach strategy to connect with thousands of potential investors

Our Service Areas

Private Placements (Reg D 506b / 506c)

Raise capital privately from accredited investors. We help you structure the placement, prepare compliant documentation, and leverage both your network and new investor audiences through targeted outreach.

Regulated Crowdfunding (Reg CF)

Raise up to $5 million annually from accredited and non-accredited investors. We help structure your Reg CF, manage third-party providers, and design compliant campaigns to reach thousands of potential investors.

Reg A+ Offerings

Raise up to $75 million while marketing broadly to retail and accredited investors. We help you prepare your filing, coordinate with auditors and counsel, and build the systems to attract and manage investors at scale.

Reg S Offerings

Access non-U.S. investors by structuring a compliant Regulation S offering. We help you prepare disclosures, navigate cross-border compliance requirements, and ensure your raise meets both U.S. and international standards.

Related Services:

Many entrepreneurs use private placements or Reg A+ offerings to secure the funding needed for a successful IPO. If you’re considering the traditional path to the public markets, learn more about our IPO Consulting Services.

A strong balance sheet built from well-structured raises can make your company an ideal candidate for a direct listing. Explore how we prepare entrepreneurs for this unique path through our Direct Listing Consulting Services.

Private placements often serve as the bridge to complete a reverse merger. Discover how we guide entrepreneurs through this faster, cost-effective path to public company status with our Reverse Merger Consulting Services.

Cost to Launch

• Private Placement: Starting at approximately $10,000
• Reg A+ or Reg CF: Starting at approximately $20,000
  
  

Ongoing offering costs can often be funded through capital raised from your network or early investors.

Frequently Asked Questions

What types of capital raises do you advise on?
We advise on a wide range of capital structures, including equity, debt, and hybrid instruments. This includes private placements, Regulation A+ offerings, PIPEs (Private Investments in Public Equity), secondary offerings, and structured financings. Our role is to help you choose the right structure, understand trade-offs, and position your company for investor interest.

Do you raise capital for clients?
No. We are not a placement agent or broker-dealer. Instead, we prepare you to raise capital successfully by ensuring your company is investor ready. This means strengthening your governance, financials, valuation model, and story. When you are ready, we coordinate with your legal and financial partners, and can introduce you to suitable professionals, but you control the raise.

How much capital can my company raise?
The amount you can raise depends on your financials, valuation, growth plan, investor appetite, and exchange or regulatory pathway. Early raises may be in the low millions, while public companies can access much larger amounts. We help you set realistic ranges and structure the raise to align with investor expectations.

What’s the difference between equity and debt financing?

• Equity financing involves selling shares in your company, which provides cash but dilutes ownership.
• Debt financing requires repayment with interest but allows you to retain ownership.
  We help you weigh dilution vs. leverage and sometimes recommend hybrid structures (like convertible notes or preferred stock) to balance both.

When is the right time to raise capital?
The best time to raise capital is when you have traction, credible financials, and a clear use of proceeds that enhances growth. Raising too early risks giving away equity cheaply; raising too late may slow momentum. We guide you in timing the raise to maximize valuation and investor interest.

How long does a capital raise take?

• Private raises: Typically 3–6 months depending on investor readiness and deal structure.
• Public raises: (IPO, DPO, secondary offerings) usually take longer, often 6–12 months.
  Readiness is the biggest driver, the more prepared you are, the faster and more efficient the process.

What materials do investors expect to see?
Most investors will require:

• Audited or reviewed financial statements
• A clear capitalization table (cap table)
• A detailed operating model and forecasts
• An investor presentation or offering memorandum
• Governance policies and reporting cadence

We help prepare and review all materials to ensure they meet investor and regulatory expectations.

How do you prepare companies to raise capital?
We focus on making your business investor-ready by:

• Reviewing financials and forecasts for credibility
• Structuring governance and reporting systems
• Evaluating capital structure and valuation
• Preparing and refining investor presentations and term sheets
• Ensuring compliance with regulatory requirements
  This preparation reduces cost, shortens timelines, and improves valuation when you raise capital.

What industries do you specialize in?
We are sector-agnostic, with particular depth in tech-enabled services, industrials, logistics, healthcare, and digital platforms. Our process is designed for startups to $50M founder-led companies that are scaling and need investor credibility to reach the next stage.

What if my company isn’t ready to raise capital yet?
That’s exactly when our advisory is most valuable. We identify the gaps in your governance, financials, and investor story, and help you close them. This way, when you do go to market, you are prepared to raise faster, more efficiently, and at stronger valuations.

The Meraki Advantage

Our founder has personally taken 17 companies public, including four of his own. With prior roles as a partner in a 700-person investment bank and an analyst for two multi-billion-dollar asset managers, he brings institutional-grade expertise to entrepreneurial capital raises.

Meraki Partners is committed to ensuring entrepreneurs are positioned not only to raise capital, but to do so in a way that builds long-term trust, compliance, and valuation growth.

Partner With Meraki Partners

Whether you’re raising $1 million in a private placement, $5 million in crowdfunding, or $50 million in a Reg A+ or Reg S offering, you need a partner who can prepare your company for the scrutiny of regulators and the expectations of investors.

Meraki Partners does everything to make your raise compliant, efficient, and successful, except raise the money itself.

Meraki Partners is the best choice for Capital Raise Consulting.