Advisor Engagement

What we do

Three months of hands-on support while you raise.

• Month 1— We build your investor shortlist, write tailored briefs for the top matches, sequence the outreach, and have a kickoff call.
• Month 2— We prep you before every investor meeting, debrief after, and track the pipeline live with you. Weekly check-ins.
• Month 3— We help with close support, write the materials you need to land the round, and set you up to keep using raise(fn) Pro on your own afterward.

You decide who to talk to, what to say, what terms to take. We advise; you act.

What you pay

Two ways to pay:

• Monthly — $999/month for 3 months. Auto-debited each month, $2,997 total. You can stop future charges anytime by emailing team@raisefn.com.
• Upfront — $1,999 once. That’s ~33% off the monthly total. Same scope, same engagement, no recurring charges.

Either way:

• No success fee. We don’t get paid based on whether your round closes or how much you raise.
• raise(fn) is not a registered broker-dealer. No cut of capital raised, no equity, no securities brokering.
• All purchases final. Funds paid are funds paid.

How long it runs

3 months. After that, you choose:

• Keep Advisor going at $999/month (cancel anytime, no commitment)
• Drop to raise(fn) Pro at $199/month (software only)
• End the engagement — you go back to the free tier

If you don’t tell us within 7 days of the engagement ending, we default to ending it. No surprise charges.

Ending early

• You can stop future charges anytime — just email us at team@raisefn.com. We cancel the next month’s payment immediately.
• Funds paid stay paid.

What you keep

• Everything we make for you — briefs, prep docs, debriefs, close materials, positioning — is yours. Use it however you want, forever.
• We learn from the engagement in aggregate (what kinds of pitches land, what investors ask) and use those learnings to make raise(fn) better for everyone else. Your specific data stays yours.

Confidentiality

• We don’t share your business plans, financials, investor conversations, or round details with anyone outside raise(fn) — unless you tell us to or the law requires it.

What we don’t promise

• We can’t guarantee investors will respond, meet with you, or invest.
• We can’t guarantee terms.
• We can’t guarantee your round closes.

We’re a tool and a team that helps. The outcome is yours.

Limits

• If something goes sideways and you sue, our total liability is capped at what you’ve paid us under this agreement.
• We’re not on the hook for indirect or consequential damages.

How we work together

• raise(fn) is an independent contractor. We’re not your partner, employer, agent, or fiduciary. We work alongside you on your raise.

The legal stuff

• California law governs this agreement.
• This agreement plus our Terms of Service is the full deal. It supersedes any prior agreements about the Advisor engagement.
• By paying the first $999 monthly or the $1,999 upfront on raisefn.com, you accept these terms.