Before You Raise: the free guide to getting capital-ready

What's inside

• Whether to raise now, and the alternatives to equity
• Who to raise from, and how to score and build your list
• How much to raise, and what to sell: SAFE, note, common or preferred stock,or units
• 506(b), 506(c) and Reg CF, and how accredited verification works
• The 10 questions every investor will ask, and the documents you need
• A 16-point self-check and a plain-English glossary

18 pages. 2026 edition. Clients also receive Running the Raise, the companion guide to asking, launching, tracking and closing; it isn't available separately.

Joel Arberman has been an analyst at First Investors Asset Management and SunAmerica Asset Management, a partner at Yorkton Securities, a 700-person institutional investment bank, and the CEO of public companies. He has taken 17 companies public and prepared founders for 30+ private placements.