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Offerings

Capital raising software for issuers

Capital raising software helps an issuer run a raise from first target list to close in one place. Issuers combines investor targeting, offering materials, data rooms, outreach with approval and a raise status board for private placements, IPO preparation and bond deals.
Chief financial officer and finance lead reviewing a private placement timeline on a large screen in a meeting room

01 A private placement

From kickoff to close, every step in the same offering

Here is how a private placement for Northwind Industrial runs inside Issuers. The timeline is a sample. Your counsel and advisers set the real one, and the workspace keeps everyone on it.

  1. Week 1

    Kickoff

    Create the offering with type, target size, currency and close date. Invite the CFO, counsel and any adviser as users. The timeline and the status board are set up from a template you can edit.

  2. Weeks 1 to 2

    Targeting

    Build the shortlist from investor targeting. Funds are scored by mandate, ticket size, sector and past participation in similar deals from public filings, each reason shown with its source.

  3. Weeks 2 to 3

    Materials

    The materials assistant drafts a teaser, an investor deck outline and an FAQ from documents you upload. Your team edits them and counsel approves the final versions.

  4. Week 3

    Data room

    Open a data room with folders per stage, NDA click-through, dynamic watermark and permissions per investor group. Every view is recorded per investor and per document.

  5. Weeks 3 to 6

    Outreach with approval

    Sequenced emails go from your own mailbox only after approval, with a compliance footer. Replies and meetings land in the CRM, and the roadshow scheduler books meetings across time zones.

  6. Weeks 6 to 8

    Roadshow, books and close

    Each investor moves across the status board as meetings happen and indications arrive. At close, the offering is archived with its full log, and every contact stays in the CRM.

The two steps that decide most raises have their own pages. How the shortlist is built is covered under investor targeting, and how rooms, NDAs and analytics work is covered under virtual data room.

02 Status board

The board the CFO opens every morning of the raise

Each card is an investor in the offering. It moves when something happens: the NDA is signed, the deck is opened, a meeting is held, an indication arrives. Nobody updates a spreadsheet by hand.

Every card links to the fund in the investor relations CRM, with the meeting log and data room activity. Companies preparing a listing use the same board for the pre-marketing phase, described under IPO readiness software.

03 Legal boundary

Software for the issuer, not a placement agent

Issuers is software that an issuer uses to organize its own raise. It is not a broker dealer, placement agent, intermediary or investment adviser. It does not find investors for you, does not solicit them, does not place or sell securities, takes no fee linked to the amount raised and gives no investment advice. If your offering needs a bank or a placement agent, you appoint one and invite them into the workspace.

The rules that apply depend on the offering, and your counsel decides them. For US private placements under Regulation D, issuers generally file a Form D with the SEC within 15 days after the first sale. Offerings to qualified institutional buyers under Rule 144A and offerings outside the US under Regulation S follow their own conditions on who may be approached and how.

The workspace supports that discipline. Outreach goes out only after approval, every message carries the footer your counsel sets, data room access is per investor group, and every view, email and meeting is logged.

After close, the record stays. If a regulator, an auditor or your own board asks who was approached, when and with which version of the deck, the offering log answers it, kept 12 months on Growth and 7 years on Public and Enterprise.

The workspace does

Organize targets, drafts, rooms, approvals, schedules and the log of every contact.

Your team and advisers do

Choose investors, approve every message, set the terms, sign the documents and file what the law requires.

04 Compared

What changes compared with a spreadsheet, email and a standalone data room

Most first raises run on three tools that do not talk to each other. A VDR from Datasite or Intralinks is strong on documents but sees nothing outside the room. The spreadsheet is only as current as the last person who updated it.

Issuers compared with spreadsheet and email and with a standalone virtual data room
WorkSpreadsheet and emailStandalone VDRIssuers
Target listBuilt by handNot includedScored shortlist with sources
MaterialsWritten from scratchStored onlyDrafted from your documents, then approved
Data room analyticsNonePer user, inside the roomPer investor, shown on the board and in the CRM
OutreachPersonal inbox, no approvalNot includedSequenced from your mailbox after approval
Status of each investorManual columnNot trackedMoves with real activity
After closeFile archivedRoom closed, contacts lostContacts and history kept in the CRM
How you startTodayQuote per dealCheckout from the pricing page

05 Limits

Active offerings per plan

An offering is any raise you run: equity, private placement or bond. Data rooms, CRM contacts and users are counted separately. Yearly billing saves 50 percent.

1

Active offering on Growth, $499 a month billed yearly. 2 data rooms, 2,500 contacts.

5

Active offerings on Public, $1,499 a month billed yearly. 10 data rooms, 25,000 contacts.

25

Active offerings on Enterprise, $3,999 a month billed yearly. 50 data rooms, several entities.

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Questions

Questions issuers ask before they start

What does capital raising software do?
Capital raising software holds the issuer side of a raise in one place: the list of investors to approach, the materials, the data room, the outreach, the meeting schedule and the status of each conversation. Without it, a CFO runs the raise across a spreadsheet, an inbox, a standalone data room and a calendar, and reconciles them by hand every week. Issuers puts these in one offering workspace with a timeline and a status board, and every contact ends up in the investor relations CRM, so the relationships outlive the deal.
Can we run a private placement from one workspace?
Yes. An offering in Issuers covers the whole issuer side of a private placement: a shortlist from investor targeting, a teaser and deck outline drafted from your documents, a data room with NDA click-through and per investor analytics, sequenced outreach from your own mailbox with approval before anything is sent, a roadshow scheduler and a status board from first contact to close. Your counsel and any bank or placement agent you appoint can work in the same workspace as users. The legal documents and the transaction itself stay with your advisers.
Is Issuers a placement agent?
No. Issuers is software for issuers. It is not a broker dealer, placement agent, intermediary or investment adviser. It does not introduce you to investors, does not solicit them on your behalf, does not place or sell securities, does not receive any fee tied to the amount raised and gives no investment advice. You decide who to contact and what to send, and you remain responsible for it, including compliance with the securities laws that apply to your offering. Tokenized assets, if offered later, would only come through licensed partners.
How many offerings can we run at the same time?
Growth includes one active offering, which fits a company preparing a single raise or a first bond. Public includes five active offerings, for listed companies that run follow ons, private placements and debt deals across the year. Enterprise includes 25 active offerings and supports several issuing entities and bond programmes in one account. An offering counts as active from creation until you close or archive it. Closed offerings stay readable with their data room log and audit trail, kept 12 months on Growth and 7 years on Public and Enterprise.

Related

Related tools in the same workspace

Run your next raise from one workspace

Growth includes one active offering with targeting, CRM, two data rooms and outreach with approval, from $499 a month billed yearly. Listed issuers running several deals use Public or Enterprise.

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