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 | Founder‑friendly rounds and community participation. | SaaS raises targeting accredited investors with larger checks. | Larger SaaS raises with broad marketing and ongoing reporting. |
| 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 | Works when the story is simple and community participation is part of the strategy. | Often the most efficient path for SaaS raises targeting accredited investors. | Fits larger raises with broader marketing and higher ongoing reporting requirements. |
We help founders choose the structure that aligns with their actual business reality, not justtheoretical upside.
Why SaaS & B2B Software Fundraising Is Different
In SaaS, investors are not buying a pitch deck story—they’re buying predictable growth economics. If your metrics are unclear, your pipeline will fill with curiosity instead of capital.
Retention & Churn
Logo churn vs revenue churn and what cohorts actually do over time.
Net Revenue Retention & Expansion
Upsell and cross‑sell reality that drives sustainable NRR.
CAC Payback & Sales Efficiency
Pipeline, win rates, sales cycle length, and payback on customer acquisition.
Gross Margin & Delivery Costs
Gross margin discipline, including services mix and delivery cost structure.
Brand Strength
Capital tied to specific growth levers: sales hires, product, and channel expansion.
Investor‑Ready Story
Messaging built around the SaaS metrics investors actually underwrite, not generic fundraising narratives.
Generic fundraising messaging fails here. We build investor acquisition systems that reflect how investors actually evaluate risk and upside in this category.
Who We Work With
Strong Fit
We work best with SaaS & B2B software teams that:
- Have traction: revenue, paying customers, renewal data, or a credible pipeline.
- Can clearly explain their metrics (MRR/ARR, churn, CAC, payback, margins).
- Have a repeatable go‑to‑market motion and a disciplined use of proceeds.
- Want a serious investor pipeline with qualification and reporting.
Not a Fit
We are not the right partner for:
- No traction and no credible plan to validate quickly.
- Metrics that are inconsistent or cannot be substantiated.
- Teams looking for guaranteed fundraising outcomes.
- Issuers unwilling to follow compliant investor marketing requirements.
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 and investor targeting to your stage and metrics, then position the story around durable growth economics and execution credibility.
Goal Alignment
Incentive-Based Fees
Ongoing Optimization
Compliant Funnel & Conversion Architecture
We build funnels that qualify seriousness, reduce tire‑kickers, and increase the probability of meaningful investor conversations.
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 and operator‑aligned investors based on your raise type and thesis.
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 answer the questions SaaS investors ask: retention, payback, growth drivers, and use of proceeds.
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 full‑funnel visibility into lead quality and conversion. We optimize based on what drives commitments—not vanity metrics.
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 based on what drives commitments—not vanity metrics.
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 & B2B Capital
Predictably?
If you’re serious about raising SaaS & B2B 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
What do SaaS investors care about most?
Investors typically prioritize retention, NRR, CAC payback, gross margin, and the repeatability of your go‑to‑market motion. They want evidence that capital converts into predictable growth.
Is Reg D 506(c) the best fit for SaaS?
Often yes for accredited‑only raises with larger checks and diligence‑heavy conversations. Reg CF can work for smaller raises or community participation strategies.
How do you avoid low‑quality investor leads?
We build qualification into the funnel and messaging, then use nurture to educate before calls—so your calendar fills with aligned investors.
How long does it take to launch investor acquisition?
Most campaigns take 6–14 weeks depending on offering type, funnel build, and creative needs.
Do you guarantee fundraising results?
No. We provide the investor acquisition system—not a guarantee of capital raised.









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