Exempt Offering Distribution Readiness
What We Do
Startly Capital prepares exempt offerings for compliant distribution in Canada and the United States. We work with fund managers, real estate sponsors, and private issuers to structure offerings, align them with the applicable exemption pathway at a functional level, and ensure they are ready for regulated dealer and portal channels. Our role sits between legal completion and market execution. We focus on making offerings operationally ready for distribution, including dealer onboarding, investor workflows, and cross-border coordination.
Our Services
Offering Structuring & Readiness
- Commercial structuring of funds and private offerings
- Alignment with Canadian and U.S. exemption pathways
- Preparation for dealer due diligence and onboarding
- Data room organization and disclosure packaging
- Subscription workflow and investor onboarding design
Canada Distribution Readiness
- Preparation of issuer due diligence materials
- Alignment with Exempt Market Dealer requirements
- Coordination of materials and processes for dealer onboarding
U.S. Distribution Readiness
- Preparation of offerings for U.S. private placements and crowdfunding pathways
- Structuring and coordination for Regulation Crowdfunding, Regulation D, and Regulation A offerings
- Alignment of offering materials and investor processes with platform and intermediary requirements
Cross-Border Structuring
- Coordination of Canadian and U.S. offerings
- Segmentation of investor eligibility by jurisdiction
- Structuring to avoid regulatory overlap between regimes
Who We Work With
- Fund managers launching real estate, private equity, or other pooled investment vehicles
- Private issuers raising capital in Canada and/or the United States
- Sponsors and syndicate leads establishing pooled or SPV structures
- Founders preparing Regulation Crowdfunding or other U.S. offerings
Ready to Launch?
Schedule a call with us to learn more about how we can help.
