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Alternative Investments

Raise capital within 506(b) and 506(c).

Marketing built for alternative investment sponsors. Fund decks, investor collateral, and capital campaigns for private equity, venture, private credit, hedge, and real estate funds, all within Reg D, accredited-investor verification, and the SEC Marketing Rule.

Alternative investment team reviewing fund materials
What is alternative investment marketing?

Alternative investment marketing is the work of raising capital and building a private fund's brand, across private equity, venture, private credit, hedge, and real estate strategies, through investor content, targeted campaigns, and collateral, while staying inside Reg D 506(b) and 506(c), accredited-investor verification, and, for adviser-managed funds, the SEC Marketing Rule.

The rules that govern you

We build your rulebook into the work.

Reg D exemptions
506(b) bars general solicitation; 506(c) permits it with verified accredited investors. Each campaign is built to the exemption you rely on.
Reg D
Accredited-investor verification
For 506(c), reasonable-steps verification is built into the funnel before any private materials are shared.
506(c)
SEC Marketing Rule
For adviser-managed funds, performance, testimonials, endorsements, and hypothetical performance are handled to Rule 206(4)-1.
206(4)-1
Form D & recordkeeping
Form D filing supported and approved materials retained under the adviser books-and-records rule.
Form D · 204-2

Common questions

Questions fund compliance teams ask

Yes, with accredited-investor verification and general solicitation handled correctly, plus offering disclosures and substantiated claims, routed through your counsel before anything runs.

For adviser-managed funds, performance is shown net of fees, over standardized periods, with the disclosures the SEC Marketing Rule requires, including for hypothetical or extracted performance, substantiated and archived, never cherry-picked or guaranteed.

Always. We bring your counsel and compliance reviewers materials already built to the offering rules so review is faster and approvals stick.

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