Go public with your raise.
Reach anyone. Anywhere.
506(c) lets you advertise your offering publicly. Share on LinkedIn, talk about it on podcasts, post your deck openly. The trade-off: every single investor must be accredited and verified by a third party. We handle both sides.
The SEC requirements
What 506(c) requires. What we handle.
General solicitation allowed
You can publicly advertise your offering. Social media, press, events, your website. The door is wide open.
All investors must be accredited
No exceptions. Every individual and entity must meet SEC accredited investor thresholds.
Third-party verification
Self-certification is not enough. A qualified third party must independently verify each investor's accredited status.
Your branded public portal
We give you a company-branded offering portal that anyone can discover. Track every visitor, every session.
The public portal
Your own deal page. Open to anyone.
When an investor discovers your 506(c) portal, the door is open. They can browse your pitch, read your updates, and see general deal terms. No invitation needed.
From there, the system guides them through a progression: sign up as a Guest, get verified to become Qualified, clear all compliance checks to become Authorized. Each step is tracked, timed, and visible in your CRM.
Intelligent notification tracks
Linear sprint: Sign Up, Profile, Accreditation, Invest. Each upload is a milestone.
Concierge flow for trusts, funds, and LLCs. Guides through KYB and beneficial ownership.
Discovered your deal directly. System remembers origin and redirects them back.
Browsing the marketplace. Guided to build a universal investor profile.
Want to combine 506(c) with 506(b)?
Run a public 506(c) portal for new investors while reserving a portion of shares for your existing network under 506(b). One raise, two tracks, fully compliant.