Capital formation infrastructure for companies traditional banks ignore. Software-native deal execution — from IC memo to close.
Every other firm is either a technology platform or an advisory shop. We are both. The same AI that underwrites your deal also structures the capital vehicle and routes it to investors.
Goldman doesn't return your call at $20M. We built specifically for the deal sizes, timelines, and complexity that the bulge bracket ignores and regional banks can't handle.
Ownership, distributions, investor onboarding, and reporting — structured once and automated. No fund administrator bottleneck. No manual cap table management.
Create programmable investment vehicles for private deals, acquisitions, and capital raises. Ownership is recorded programmatically. Distribution rules are coded at formation. Investor onboarding is automated. Reporting is built in.
No fund administrator. No manual cap table spreadsheets. No chasing co-investors for signatures. Structure it once — the infrastructure handles the rest from first close through exit.
Structure a Deal →We work with founders, operators, and sponsors to structure capital raises correctly from day one. That means choosing the right exemption, building the right vehicle, and positioning the deal for the right investors — before a dollar is raised.
Accredited investor raises with general solicitation allowed. The fastest legal path to capital. One Form D filing. No SEC review or waiting period.
Raise up to $75M from both accredited and non-accredited investors. We prepare the offering circular, coordinate SEC review, and structure the investor outreach.
Full IC memo, teaser, financial model, and management presentation — built with our AI engine and refined by our advisory team. Investor-ready in days, not weeks.
Bypass the underwriter entirely. We structure registered direct offerings for companies ready to access public capital markets without a traditional IPO syndicate.
For public companies with limited institutional coverage, we combine IR outreach with structured capital raises — bringing retail and accredited investors to transactions that banks don't touch.
Target identification, deal sourcing, IC memo generation, and LOI support for sponsors executing buy-and-build strategies. The full front-end of a deal — without the retainer clock running.
A perfect IC memo means nothing if it doesn't reach the right investors. DEALITHIC sits on top of a network of over 25,000 institutional investors — private equity funds, family offices, hedge funds, RIAs, and registered investment advisers. When a deal is ready, we route it directly — matched by investment criteria, deal size, sector, and geography.
For OTC and micro-cap companies, we also run AI-powered investor awareness campaigns — reaching 2,000+ FINRA-registered broker-dealers, RIAs, and a quarter million verified retail investors through sequenced email and direct outreach. Compliant with SEC Rule 17(b).
Deals are matched against 25,000+ capital partner profiles by sector, deal size, geography, and instrument type. Warm introductions only — no cold blasting.
AI-powered sequences to FINRA-registered member firms. Each contact logged, tracked, and reported monthly.
Sequenced email and AI calling to registered investment advisers and verified accredited investor lists.
Every call, open, click, and connect tracked in real time. Full data export on request — transcripts, contact lists, email logs.
For select transactions, DEALITHIC acts as a fractional merchant bank — taking a deal from initial underwriting through capital formation, investor distribution, and close. Software-native execution at a fraction of traditional advisory cost.
Placement fee on capital raised plus carried interest on returns above a preferred threshold — aligned with outcome, not hourly. Structured per engagement based on deal size and complexity.
DEALITHIC operates certain advisory activities in partnership with registered broker-dealer partners where required. Securities-related activities are conducted in compliance with applicable FINRA and SEC regulations.
Every SPV standardized. Every deal underwritten. Every investor matched. What starts as software becomes infrastructure — and infrastructure becomes a market.
Tell us about the transaction. We'll tell you how we can help — and what it costs. No retainer to start the conversation.