how xempt works

MAIN STREET: Raise Up To $5 Million (US Investors)
Best for Main Street businesses ready to grow. Includes:
OFFERING DOCUMENTS FOR YOUR REG D CAPITAL RAISE
- Review of base company ("Issuer") documents
- Non-Disclosure Agreement (NDA) with potential investors to protect your business plans, processes and procedures
- Private Placement Memorandum (PPM) tailored to Issuer's business and industry
- Subscription Agreement tailored to Issuer's offering terms
- Purchase Agreement (e.g., stock purchase agreement, membership interest purchase agreement, note purchase agreement)
- Issuer resolutions to enter into transaction
- Investor Questionnaire & Accreditation Verification
- Review of submitted Investor Questionnaires and Accreditation Verifications
- All of the above docs get 3 substantive revision rounds if needed
MARKET YOUR OFFERING
-
Custom Investor Portal for potential investors to securely:
- view marketing materials of Issuer (e.g., video, PPT, images, description)
- download watermarked Issuer's offering documents with timestamped record keeping
- enter screening information for vetting to ensure your offering is not unwound by regulators (e.g., Accredited Investor status, citizen status)
- send you questions via email regarding the offering
- schedule meetings with you regarding the offering
- Review of investor facing materials (e.g., pitchbook) for legal compliance and marketability to increase your raise amount
- enter ACH bank account information to transfer funds to your account for investment in your offering
SEC EDGAR FEDERAL FILINGS AND BLUE SKY STATE FILINGS
- Power of attorney to create Issuer's SEC EDGAR account
- Create Issuer's EDGAR account with SEC
- Create Issuer's CIK code and CCC Code to file with SEC
- Complete and file Issuer's Form D with SEC
- Power of attorney to make Issuer's state securities disclosure filings
- Complete and file any Issuer Blue Sky State Filings (issuer pays any state filing fees separate)
Includes up to 5 hours consultation. Flat rate fee, no surprises.
1. engage
Checkout With Raise Goal + Have Zoom Meetings
2. consult
We Draft Offering Docs + You Connect With Your Investors
3. investors
Investors Review Offering Docs in Your Investor Portal
4.funding
Investors Sign Docs + Deposit Funds to Your Bank
4. Grow
You Operate Your Business
6. pay
You Pay Investors Per Investment Terms (Debt or Equity)
Compare other options to xempt

sba 7(a) $5 M
FEE: 3.5% = $175k
RATE: 12.5% fixed*
CAP: $5M
TIME: 3 - 4 months
+ Personal Guaranty
+ Personal Credit Check
*as of June 2025

CF $5 M
FEE: 7.9%* =$395k
RATE: 0% on Equity / Custom on Debt
CAP: $5M
TIME: Up to 12 Months
+ Ongoing Annual Fees
+ Takes Additional 10% of Profits
*as of June 2025

CF/Reg A $5 M
FEE: 5%-12%* = $250k to $600k
RATE: 0% on Equity / Custom on Debt
CAP: $5M CF / $75M Reg A
TIME: Up to 12 Months on CF
+ Audited Financials on Reg A
*as of June 2025

Reg D $5 M
FEE: 0.25% = $12k* Flat Rate
RATE: 0% on Equity / Custom on Debt
CAP: NO Cap on Raise Amount
TIME: Raise in 6-8 Weeks
+ NO Personal Guaranty
+ NO Personal Credit Check
+ NO Audited Financials
*with US Accredited Investors