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SCALING STARTUP: Raise Up To $10 Million (US Investors)
  • SCALING STARTUP: Raise Up To $10 Million (US Investors)
  • SCALING STARTUP: Raise Up To $10 Million (US Investors)
  • SCALING STARTUP: Raise Up To $10 Million (US Investors)
SCALING STARTUP: Raise Up To $10 Million (US Investors)

SCALING STARTUP: Raise Up To $10 Million (US Investors)

Best for established Scaling Startups ready for the next level. 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 10 hours consultation. Flat rate fee, no surprises.

 

 
Investor Base
Timing
$20,000

how xempt works

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