The operating system for raising capital
Company-branded portals, investor verification, data rooms, subscription docs, and a CRM that tracks everything. 506(b) or 506(c). Your call.
Top of funnel
Your offering portal.
Company-branded. Always on.
Every raise starts with a portal. On a 506(c) deal, it is public — anyone can discover it. On a 506(b) deal, it is private — only invited investors with a documented pre-existing relationship can enter.
Post updates. Host documents. Share media. Track who visits, how long they stay, and what they open. The portal is the front door to your raise.
$2M
Target
$1.2M
Committed
14
Investors
Latest Update
Q4 Revenue: $42K MRR
Documents
Pitch deck, financials, SAFE
Sarah Chen
Viewed pitch deck · 4 pages · 2m ago
Marcus Webb
Signed NDA · Entered data room · 1hr ago
David Park
KYC passed · Accredited · Yesterday
Lisa Wong
KYC pending · Awaiting docs
Middle of funnel
The data room.
Where interest becomes intent.
Once an investor visits your portal, they can request access to your data room. We track every session, every document opened, every minute spent. You see who is browsing and who is serious.
The system automatically progresses investors through three states — Guest, Qualified, and Authorized — running identity verification, accreditation checks, and NDA signing along the way. No manual chasing required.
The Digital Handshake
For 506(b) raises, both the issuer and the investor must independently attest to their pre-existing relationship before access is granted. This double attestation protocol protects your exemption.
Bottom of funnel
Subscription docs.
Pre-filled. Compliant. Done.
When an Authorized investor clicks “Invest Now,” the subscription agreement is already populated with their information. KYC, KYB, AML, bad actor check — all cleared before they reach this point.
No one touches the invest button until the system confirms they are mathematically compliant with SEC regulations. We handle the accreditation differently depending on your election — self-certification for 506(b), third-party verification for 506(c).
8 min
Avg. investor onboarding
0
Manual data entry
Subscription flow
Sarah Chen · $50,000
Identity verified
KYC/AML cleared
Accreditation confirmed
Third-party verified (506c)
Bad actor check
SEC disqualification screening
Subscription signed
SAFE agreement executed
Wire transfer
Instructions sent to investor
System of Action
Not a system of record. A system of action.
Incumbent tools only know what you manually tell them. Manifold possesses behavioral truth — because we host the entire lifecycle.
Behavioral analytics, not guesswork
We host the deal, the documents, and the compliance flow. We don't need you to guess if an investor is interested. We show you what they are doing.
CRM that knows the truth
Your pipeline organized by relationship stage. Overlaid with behavioral data: total sessions, time spent, lead scoring, and a leaderboard of your most active prospects.
The anti-delusion engine
We separate your subjective CRM stages from objective system reality. Spot the investor you thought was in diligence but hasn't even become Qualified yet.
Two exemptions. One platform.
506(b) or 506(c). We built portals for both.
SEC Regulation D provides two paths to raise capital without a full registration. Each has different rules around who can invest and how you can reach them. We handle both.
506(b)
Relationship-based raises
Pre-existing relationships only. Up to 35 non-accredited. No advertising.
506(c)
General solicitation
Advertise publicly. All investors accredited and third-party verified.
Hybrid
Both combined
Reserve shares for your network under 506(b). Solicit new investors under 506(c).
Pricing
Transparent pricing for every stage
No surprise fees. No percentage of your raise. Just straightforward monthly pricing.
- Investor Portal with custom branding
- Basic KYC/AML verification
- Automated cap table guides
- Document vault (SAFE, subscription docs)
- Email support
- Everything in Lite, plus:
- LinkedIn investor database access
- Automated investor outreach triggers
- 1-on-1 cap table structure advisory
- Priority investor verification (24hr)
- Dedicated success manager
Both plans include SEC Form D filing assistance when you're ready. No hidden fees.
Regulation D Explained
Two paths to raise. We support both.
Reg D lets you raise capital without a full SEC registration. The two main exemptions have different rules. Pick one, or use both.
506(b)
Relationship-Based
Raise from people you already know. No public advertising, no LinkedIn posts, no tweets about your raise.
Up to 35 non-accredited investors
Unlimited accredited investors
Self-certification (simpler process)
Best for: Founders with an existing network of angels, friends & family, or previous investors.
506(c)
General Solicitation
Advertise your raise publicly. Post on social, share your deck openly, talk about it on podcasts. Go loud.
Publicly advertise your offering
All investors must be accredited (verified)
Reach investors outside your network
Best for: Founders who want to build in public or expand beyond their immediate network.
Or use both. Hybrid structures.
Want to generally solicit to new investors while reserving shares for your existing network under 506(b)? We support hybrid offerings.
What Manifold handles for you
Accreditation
Self-cert for 506(b), third-party verification for 506(c).
Form D Filing
Automated Form D prep and filing with the SEC.
KYC/AML
Bank-grade identity verification and AML checks.
Legal Templates
Attorney-reviewed SAFEs, subscriptions, and investor docs.
Get started
Ready to raise?
Tell us about your raise. We'll reach out within 24 hours.