Alcohol, Distillery & Brewery Investor Acquisition
Reg CF vs Reg D 506(c) vs Reg A+
We support compliant investor acquisition for Reg CF, Reg D 506(c), and Reg A+.
| Feature | Reg CF | Reg D 506(c) | Reg A+ |
|---|---|---|---|
| Best For | Simple, consumer-friendly FinTech with community appeal. | Accredited investors backing diligence-heavy FinTech rounds. | Larger FinTech platforms needing broad, public-style marketing. |
| Typical Raise Size | $100K–$5M | $500K–$20M+ | $5M–$75M+ |
| Investor Type | Retail + accredited | Accredited only | Retail + accredited |
| Marketing Scope | Broad, compliant | Accredited-focused outreach | Broadest public-style marketing |
| Timeline | 6–12 weeks | 8–16 weeks | 12–20+ weeks |
| Timeline | Product, licenses, early growth, and compliance build-out. | Scaling distribution, underwriting capacity, and risk systems. | Major expansion, multi-market launches, and stronger balance sheet. |
We coordinate with your counsel on structure and disclosures. We do not provide legal advice or guarantees.
Why FinTech Software Fundraising Is Different
In FinTech, investors underwrite trust, regulation, and risk. If they can’t see compliance discipline and durable economics clearly, they don’t commit.
Regulatory Posture & Licenses
Licenses, KYC/AML, audits, disclosures, and key vendor oversight.
Risk Management & Controls
Fraud prevention, underwriting discipline, charge-offs, and security controls.
Unit Economics & Profitability
CAC, LTV, margins, churn, and loss rates where applicable.
Capital Deployment & Returns
How capital is deployed, what it funds, and what actual returns depend on.
Operational Resilience & Security
Governance, data protection, incident response, and business continuity.
Compliance-Ready Story & Use of Proceeds
Story and capital plan tied to regulation, growth, and risk discipline.
We design investor acquisition strategies that reflect how FinTech investors actually evaluate risk and upside—not generic startup narratives.
Who We Work With
Strong Fit
We work best with FinTech software teams that:
- You have traction: revenue, users, volume, AUM, or measurable adoption.
- You can clearly explain risk controls and compliance posture.
- You have durable unit economics and a credible distribution strategy.
- You want a serious investor pipeline with qualification and reporting.
Not a Fit
We are not the right partner for:
- No risk controls or unclear compliance posture.
- Business model depends on unrealistic assumptions.
- Looking for guaranteed fundraising outcomes.
- Unwilling to maintain disciplined disclosures and governance clarity.
Investor Acquisition System
A complete system for SaaS & B2B Software to acquire investors
Capital Strategy & Investor Positioning
Goal Alignment: We set clear, measurable objectives from the start
Incentive-Based Fees: Our earnings are tied to the results we deliver.
Ongoing Optimization: We continuously refine strategies to maximize ROI.
We align your raise structure to your model and investor audience, then craft positioning grounded in trust, governance, and risk discipline.
Goal Alignment
Incentive-Based Fees
Ongoing Optimization
Compliant Funnel & Conversion Architecture
We build funnels that capture high-intent investors and filter seriousness—critical in finance where trust drives conversion.
Custom Audiences
Lookalike Modeling
Interest Filtering
Goal Alignment: We set clear, measurable objectives from the start
Incentive-Based Fees: Our earnings are tied to the results we deliver.
Ongoing Optimization: We continuously refine strategies to maximize ROI.
Investor Traffic & Outreach
We deploy targeted acquisition to reach accredited investors and aligned profiles based on your raise type.
Regulatory Review
Conversion Focused
Brand Aligned
Goal Alignment: We set clear, measurable objectives from the start
Incentive-Based Fees: Our earnings are tied to the results we deliver.
Ongoing Optimization: We continuously refine strategies to maximize ROI.
Retail investors aligned with consumer brands
Accredited investors interested in cash-flowing and asset-backed opportunities
Repeat investors with prior alternative investment experience
Investor Nurture & Engagement
We implement sequences that address risk, compliance, capital deployment, and governance—moving investors toward commitment.
Real-Time Tracking
A/B Testing
Cost Optimization
Goal Alignment: We set clear, measurable objectives from the start
Incentive-Based Fees: Our earnings are tied to the results we deliver.
Ongoing Optimization: We continuously refine strategies to maximize ROI.
Reporting, Optimization & Raise Support
You get transparent reporting on lead quality, conversion, and engagement.
Intent Scoring
Behavior Analysis
Clean Pipeline
Goal Alignment: We set clear, measurable objectives from the start
Incentive-Based Fees: Our earnings are tied to the results we deliver.
Ongoing Optimization: We continuously refine strategies to maximize ROI.
Optimization & Raise Guidance
We optimize what converts—not what looks good—and keep your raise strategy aligned with investor feedback.
Weekly Reports
Direct Access
Strategic Guidance
Goal Alignment: We set clear, measurable objectives from the start
Incentive-Based Fees: Our earnings are tied to the results we deliver.
Ongoing Optimization: We continuously refine strategies to maximize ROI.
Free Strategy Session
Ready to Raise SaaS FinTech Capital
Predictably?
If you’re serious about raising capital—and you want a structured, compliant approach that investors respect—the next step is simple.
Only 3 consultation slots left this week
No obligation
15-minute call
Actionable insights
Frequently Asked Questions
How do you market FinTech raises without crossing compliance lines?
We build claims-safe positioning and investor education flows, emphasize governance and controls, and design outreach within the marketing requirements of the chosen exemption.
What do FinTech investors look at first?
Investors typically focus on compliance posture, risk controls, unit economics, and capital deployment clarity.
Is Reg D 506(c) usually the best fit?
Often yes for accredited-only raises with diligence-heavy conversations. Reg CF can work for smaller raises with broad consumer appeal.
Do you provide legal or investment advice?
No. We provide marketing and investor acquisition support. Legal, tax, and investment advice should be handled by qualified professionals.
Do you guarantee fundraising results?
No. We provide the investor acquisition system—not a guarantee of capital raised.









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