A private placement desk for one Rule 506(c) offering.
Diligence, documents, investor checks and filings, hosted under your name. Introductions stay with broker dealer firms. We do not sell securities or hold funds.
Full screens of the portal your issuers, investors and advisors actually use.
High-resolution captures of every key module — click any frame to open the complete, uncropped screen.
Issuer workspace at a glance
Progress, screening and the work still open on one Regulation D Rule 506(c) raise.
Private client sign-in
The workspace opens from a private link or with email and password.
Offering structure
Instrument, target raise and minimum, confirmed with securities counsel.
KYC and sanctions screening
Company and principal checks, with status on each step.
Controlled data room
Released documents for broker-dealer reviewers after the confidentiality agreement.
Indications of interest
Non-binding indications from FINRA-registered US broker-dealers.
Browser dial pad
A workspace number and recent calls. Nothing is placed until calling is switched on.
Phone, mail and usage credit
USA calls only. Dial pad at $0.03 a minute. Assistant calls at $0.15 a minute. Email at $0.002 each. Alaska is not called. Credit is added only when you choose.
Subscription and usage rates
$399 per month after the seven-day trial. US dial pad $0.03 a minute, assistant calls $0.15 a minute, email $0.002 each, AML/KYC $25 per check, accredited-investor verification from $99 per verification at the provider cost with no markup.
Broker-dealer pitch deck
Built from the attested memorandum. Shared only with registered broker-dealers after approval.
Accredited-investor verification is charged per verification and is non-refundable. It is the provider cost, with no markup: individual $99, complex net worth $149, joint $149, joint with a complex net worth $199, professional license $49, self-directed IRA $99, single-owner entity $199 (up to two entities, then $59 each), and a multi-member entity $99 plus $79 per owner. AML/KYC is $25 per check. The same person is not charged twice. Card processing fees are not waived.
Issuers, advisors and placement teams — without building software.
Issuers and sponsors
Launch a branded 506(c) portal for diligence, subscriptions, cap table, and K-1s — without building software.
RIAs and wealth advisors
White-label the same stack for your book: your domain, your brand, your issuers and investors.
Boutique banks and placement agents
Stand up a branded portal per deal — diligence rooms, AI drafts, accreditation, and K-1s.
Family offices and private funds
Keep deal-portal tech under your name with tenant isolation and counsel-ready drafts.
One white-label plan
Card required at sign-up. Verified at $0 today with secure payments. Seven-day trial, then $399/month unless you cancel. Unlock early any time. One raise per portal. Usage bills to the same card once paid.
Issuer Portal
Your branded portal for one Regulation D Rule 506(c) raise. Add a card at sign-up ($0 today). Prepare the offering for seven days. Then $399/month starts unless you cancel — or unlock early. Another raise needs another portal.
- One Rule 506(c) offeringA single Regulation D Rule 506(c) raise per portal. Another raise needs another portal.
- Diligence, PPM, and pitch deckData room, AI drafts, and editable placement decks with counsel controls.
- Accreditation and identity checks506(c) verification and screening billed per check; subscriptions gated.
- Form D filing agentWe prepare and file on EDGAR after you e-sign. Form ID $49 · Form D $75 — never a % of raise.
- CommunicationsDial pad, email, and assistant calling. Usage billed per use.
- Fully hosted and white-labelYour brand, your domain, automatic TLS. We run every server.
AML/KYC is $25 per investor. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, joint $149, entity from $199. You only pay for checks that are actually run. Platform fees never include a percentage of capital raised. We host and run every portal. There is no self-host option and no source-code handoff. You brand it; we run it. After you subscribe, usage — identity verification, investor checks, calls, assistant calling, email, the dial pad, phone numbers, Form ID ($49), and Form D ($75) — bills to the same card.
Purchase. Provision. Brand. Go live.
01
Verify your card
Add a card at sign-up. Secure payments check it when needed — $0 today. Prepaid cards are declined.
02
Get your portal
We spin up your branded subdomain in minutes.
03
Set up the 506(c) raise
Add terms, diligence files, and the investor flow.
04
Go live when ready
Unlock early or wait for the trial to convert. Then invite investors.
What you get
One private offering per portal. We host it. You brand it. Flat monthly fee — never a cut of what you raise.
Offering and documents
Open and run one Reg D raise on your branded portal.
- One Reg D offering
Rule 506(c) workspace per portal. Another raise means a new portal.
- Due diligence and data room
Guided questions, file uploads, reviewer loop, exportable report.
- AI PPM drafts
Counsel-watermarked first passes. Regenerate sections. Export.
- AI pitch deck
Placement overview from diligence and PPM. Edit, PDF/PPTX, view tracking.
- Subscription agreements
Upload or generate, investor e-sign, issuer countersign, audit trail.
Investor onboarding
Gate subscriptions until checks clear.
- Investor questionnaire
Accredited, suitability, and tax forms — required before subscribe.
- 506(c) accreditation
Verified / Pending / Expired. About 90-day expiry. Billed per check.
- Identity verification
AML / KYC for firm, control persons, and investors. Billed per check.
- Cap table and subscriptions
Off-chain units against verified subscriptions only.
- Schedule K-1 issuance
Import allocations, branded K-1s, publish to investor tax docs.
Filings
Federal Form D prepared and filed by us. Blue-sky stays with counsel.
- Form ID guided prep
Form ID: EDGAR access. You finish Login.gov and notarization. $49.
- Form D filing agent
Form D: the SEC notice for a private raise. We draft; you e-sign; we file. $75.
- Blue-sky resources
Official NASAA EFD and SEC links. We do not file state notices.
- Outreach compliance gates
Calls and materials stay locked until file, checks, Form ID, Form D, and counsel sign-off.
Outreach and communications
Phone, email, and assistant calling, plus the broker dealer firms directory and your own investor lists.
- Broker dealer firms
A directory of broker dealer firms for gated outreach. Masked, use-only, no export. Contact by email, dial pad, or an approved call.
- Your investor lists
Upload verified accredited-investor lists with Rule 506(c) attestations, then call or email from counsel-approved templates.
- Unified inbox
Email and call activity on one contact timeline.
- Browser dial pad
Keypad and in-call controls. Recording disclosure is shown before a call connects.
- Assistant calling
An approved call with a transcript and recording. $0.15 a minute when calling is switched on.
- Call recordings
Recordings stay in the portal for the retention window you set.
- Number assignment
A workspace number for the dial pad and assistant calling, assigned when calling is switched on.
Administration
White-label ops without running servers.
- Fully hosted Issuer Portal
Instant subdomain. Custom domain + TLS after subscribe.
- Brand theming
Logo, colours, legal and trading names everywhere.
- Issuer, advisor, and partner affiliate roles
Separate logins, client admin, and platform super admin. Issuer clients cannot be affiliates.
- Partner affiliate dashboard
25% of subscription for twelve paid months; 5% one-level override. Cash payouts for approved partners only.
- Client referral rebate
Share your client link. Earn a flat $100 credit off your own next subscription invoice when a referred client's first payment succeeds — never cash.
- Billing and usage
Card verified at $0. $399/mo after trial. Usage itemised on the same card.
Phone and email, with the compliance gates left on.
Every portal includes a browser dial pad, email, and assistant calling when those tools are switched on. USA calls only. The dial pad is $0.03 a minute. Assistant calls are $0.15 a minute. Email is $0.002 each. Broker dealer firms stay in a masked directory: email, dial pad, or an approved call. Upload your own verified accredited-investor lists with Rule 506(c) attestations. A missed call stays a missed call.
Browser dial pad
A keypad and in-call controls, with the recording notice shown before a call connects.
Broker dealer firms
A directory for gated outreach. Masked, use-only, no export. Email, dial pad, or an approved call.
Your investor lists
Upload verified accredited-investor lists with Rule 506(c) attestations. Accreditation is still required before any subscription.
Assistant calling
An approved call, with the transcript and recording kept. $0.15 a minute when calling is on.
Unified inbox
Email and call activity on one contact timeline.
Call recordings
Playback stays inside the portal, with an audit entry for each listen.
Workspace number
A number for the dial pad and assistant calling, assigned when calling is switched on.
Retention
Recordings and transcripts kept for the window you set.
Calling hours
Hours and time zone so outreach stays inside the window you choose.
Rule 506(c) needs every buyer verified.
Under Rule 506(c) you may advertise only if every purchaser is a verified accredited investor. The portal tracks status, blocks subscriptions until Verified, and bills each check.
Verification methods
Income, net worth, and third-party confirmation pathways.
Status in the investor list
Verified, Pending, Expired, or Not started next to the cap table, with filters and one-click Verify.
Re-verification and expiry
About a 90-day window with re-verify when status expires.
Subscription gate
Subscriptions stay blocked until accreditation status is Verified.
Billed per check
Accredited-investor and identity checks bill per check.
We prepare and file your Form D.
We draft Form D from your offering data. You review and e-sign. We file on EDGAR. Form ID guided prep is included — you complete Login.gov / EDGAR Next and notarization. Fees: Form ID $49 · Form D $75. Never a percent of capital raised.
Blue-sky filings
We do not make blue-sky (state notice) filings. Issuers and counsel remain responsible. Official resources:
- NASAA Electronic Filing Depository
State notice filings for Regulation D are often filed through NASAA’s EFD.
- SEC Form D and EDGAR
Federal Form D files with the SEC through EDGAR. You need EDGAR access (Form ID) first.
- North American Securities Administrators Association
State securities regulator guidance and notice-filing links.
Frequently asked
- What is PrivatePlacement.finance?
- A hosted deal portal for Rule 506(c) raises. Diligence, data room, AI document drafts, investor checks, identity verification, K-1s, and Form D filing by us as EDGAR filing agent.
- What is Regulation D Rule 506(c)?
- A U.S. private offering rule. You may advertise, but every buyer must be a verified accredited investor.
- How does billing work?
- A card is required at sign-up and verified at $0. No setup fee. During the seven-day trial you prepare the offering while paid tools stay locked. $399/month starts when the trial ends unless you cancel, or right away if you unlock early. Usage (identity verification, investor checks, calls, assistant calling, email, the dial pad, phone numbers, Form ID $49, Form D $75) bills to the same card once paid. A US local phone number is $2.50 a month with no setup fee. AML/KYC is $25 per investor. Accredited-investor verification is charged per verification and is non-refundable, at the provider cost with no markup: individual $99, complex net worth $149, joint $149, joint with a complex net worth $199, professional license $49, self-directed IRA $99, single-owner entity $199 (up to two entities, then $59 each), and a multi-member entity $99 plus $79 per owner. Card processing fees are not waived. We never take a percent of capital raised.
- What is Form D?
- Form D is the notice the SEC requires for a private raise. We prepare and file it as your EDGAR filing agent after you review and e-sign. Fee: $75.
- What is Form ID?
- Form ID is how you get EDGAR access (Login.gov / EDGAR Next plus notarized papers). We guide you; you complete login and notarization. Assistance fee: $49.
- Do you file Form D?
- Yes. We prepare and file Form D after you review and e-sign. Form ID still needs your Login.gov / EDGAR Next steps and notarization. Form ID $49 · Form D $75, charged to your saved card.
- Do you make blue-sky filings?
- No. We do not file blue-sky (state notice) filings. We link official sites: NASAA EFD (efdnasaa.org), SEC EDGAR (sec.gov/edgar), and NASAA (nasaa.org). Counsel handles state filings.
- Are you a broker-dealer?
- No. We are a technology platform and EDGAR filing agent for Form D when engaged — not a broker-dealer, funding portal, transfer agent, or tax preparer. Counsel owns offering structure and legal advice.
- How do referrals work?
- Partner affiliates (not issuer clients) get a referral code, dashboard, and payout tracking — 25% of subscription for the first twelve paid months on clients they refer, plus a 5% one-level override. Every commission and override stays pending for 30 days after the client's payment succeeds, then becomes payable. A dispute, chargeback, or reversal in those 30 days, or a later chargeback on that payment, cancels a pending amount or deducts it from future payouts if it was already paid. Issuer clients cannot register as affiliates; instead each client gets a referral link that earns a flat $100 credit off their own next platform subscription invoice once the referred client's first payment succeeds. Credit only — never cash. Usage fees are never commissioned. Self-referral is blocked: an affiliate earns nothing (no 25% and no 5% override) on a portal that matches their email, domain, organisation, card fingerprint or billing name.
Deploy your branded portal today
Card verified at $0 today. Seven-day trial, then $399/month — or unlock early. Instant provision, branding and domain pairing with automatic TLS.
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