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MODERN CAPITAL RAISING
Promptly Fundraising Platform
Traditional fundraising comes with significant costs —both financial and strategic. Investment bankers typically charge a percentage of capital raised plus monthly retainers, while founders risk losing control over their narrative, timing, and investor relationships.
The reality is that many companies—especially those raising under $20M—are fully capable of managing their own fundraising process. What they lack isn't capability; it's infrastructure.
Promptly provides that infrastructure.
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Investor Portal
Prepare for Investment. Raise Capital. Stay Compliant.
Leverage a centralized framework for managing all your corporate governance activities
Get AI-enabled insights on how investors will view your company and what you need to pass due diligence with flying colors
Set up, advertise, manage, and close your capital raise without having to pay investment banker retainers or success fees
Streamline document management while maintaining the highest standards of security and confidentiality
Access verified contact information for investors in your space so you can target your outreach
EVERYTHING YOU NEED IN ONE PLATFORM
Raising Capital Shouldn't Require Giving Up Control
A compliance-ready platform to advertise your raise, communicate with investors, and close commitments—all under your brand, powered by FINRA-registered infrastructure.
Platform Features
Your logo, your colors, your domain. Every page and every investor email comes from you,, so investors interact with your offering under your brand—building trust and recognition throughout the process.
Built-in checkout flows for Reg D offerings with automatic compliance checks:
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Know Your Customer (KYC) verification
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Anti-Money Laundering (AML) screening
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Accreditation verification with selfie identification
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Document signing and subscription processing
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Track the momentum of your raise at a glance:
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Total raised and committed amounts
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Investor funnel visualization
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Geographic distribution maps
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Accreditation and segment breakdowns
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Never lose a lead. Track every investor from first click to final commitment:
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Capture partial completions for follow-up
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Automated abandoned cart emails
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Segmented lists for targeted outreach
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Detailed investor profiles and activity history
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Upload financials, pitch decks, and disclosures once, and they are instantly available to verified investors. No more version control issues, endless email chains, or missing files.
Support for every investor type and payment method:
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Individual, joint, IRA/retirement, and entity accounts
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Credit cards
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ACH, wire, and check payments
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Control the movement of funds with secure, permissions-based workflows:
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Track disbursement history
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Set sign-off approval rules
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Manage bank accounts or escrow agents
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Share updates, announcements, and news directly through the portal with rich media support to keep investors informed and engaged.
DIY FUNDRAISING
Why Manage Your Own Raise?
The traditional model—hiring an investment banker to run your fundraise—made sense when founders had no alternative. Building investor relationships, managing communications, tracking commitments, and ensuring compliance all required specialized infrastructure and expertise.
That's changed. Promptly's Fundraising Platform gives you the infrastructure to execute professionally, with complete control over the process and the pace.
COST EFFICIENCY
No success fees or monthly retainers means more of the funds you raise go toward reaching that next milestones and achieving that next value inflection point.
SPEED & CONTROL
Own your investor relationships and fundraising narrative.
Managing your own raise eliminates the middle man, so you can move at your pace without intermediary bottlenecks.
TRANSPARENCY
Instead of periodic, partial updates, see exactly where every investor stands in your funnel so you can nudge them along.
Always Secure, Always Connected
Secure Data Room
Your proprietary information is stored in a secure data room
Bank-Grade Encryption
Protected by bank-grade encryption and PCI compliance
Text Alerts
Your portal is available on any device, including mobile phones
Fundraising By the Numbers
6-9 months
Average timeline for early-stage capital raises
Up to 10%
Typical success fee charged by investment bankers
>80%
Percentage of founders who are bootstrapping