Considering a Retail Capital Raise? Start Here.
Before you enter the independent broker-dealer or RIA channels, understand the team, costs, and timeline required for success.
What It Takes to Raise Capital in the
Retail Channel
Launching an offering into the retail channel can be one of the most rewarding — and complex — stages of your company’s growth.
Our guide, “What It Takes: Team, Costs, and Considerations for a Retail Capital Raise,” breaks down every major component of preparing your firm for the retail market. Whether you’re evaluating your first raise or refining your approach, this overview helps you plan with clarity and confidence.