What You Get:
A clean, compliant legal structure tailored to your raise.- A clear onboarding flow for investors.
- Banking, filings, and post-close docs all handled for you.
What’s Included
Core
For finance leads looking for a professional package to raise with confidence.
- Proven plan & pitch deck framework with your content and inputs
- Data-driven messaging specific to your opportunity
- Industry-specific market research
- Branded design
- Branded design
- Data room checklist & gap analysis
- Messaging and design revisions until we get it right
Advance
For owners with a plan and traction seeking refined strategy and strong positioning with investors.
- Includes everything in Lite, plus:
- Capital stack evaluation
- Funding needs assessment
- Instrument selection (SAFE, equity, secured, unsecured)
- Instrument selection (SAFE, equity, secured, unsecured)
- Messaging & positioning refinement
- Secure data room setup
Premium
For those seeking complete capital raise strategy and doc suite armed with valuation, financial models, and outreach targeting.
- Includes everything in Core, plus:
- Starter 3-year valuation model
- Valuation strategy
- Cap table scenario support
- Cap table scenario support
- Complete outreach strategy
Why It Works
Complete Legal & Intake Setup.
Everything you need to take in investor capital legally and efficiently.
Built for Flexibility.
Accept unlimited investors at any check size.
Cap Table Simplicity.
Keep ownership structure clean while taking in capital.
Results We’re Built For:
- Capital raise structure that maintains legal compliance
- Professional intake process that builds investor trust
- Owner controlled raise with institutional-grade execution
- Less stress, lower legal costs
- Efficient closings and cap table clarity post-raise
MedTech Company Seeking $1.5M in Alternative Capital Path
With venture capital drying up, Rachel’s growth-stage MedTech company needed a credible structure to bring in aligned investors without waiting on a lead. DealFrame gave her a clear pathway to formalize terms, onboard investors, and fund the next chapter of development. All while keeping the cap table clean and her ownership intact.
Ready to raise capital with
structure and confidence?
Get the structure, materials, and framework you need to fundraise like a pro.