For first-time raisers
Friends and family are where a raise starts. They're not where it has to end.
Most first-time raisers stall after friends and family because nobody shows them what comes next. Mownt walks you through reaching investors online, finding conferences that organizers describe as bringing together investors, and, on a 506(b) raise, holding each investor at the door until you mark your relationship checks complete. You run the raise.
No setup fee. CSV import and export on every plan.
Already raise capital? See how Mownt works for repeat raisers.
What you can do with Mownt
Put your deal in one place
Upload your OM and model. Mownt drafts the key terms for you to review.
Choose your path
Private or open: you choose.
Clear investors before they see the deal
On a 506(b) raise, each investor's checks in one view.
Keep a record as you go
Export your investor records whenever you want.
Investor list
Status, commits and checks.
Investor outreach
Scoped to your exemption.
Indicated soft commits
See the indicated soft-commit total on each deal.
Documents
Send subscription docs when you accept an investor.
How Mownt works with you
Checks before commits
On a 506(b) raise, the software prevents a commitment from being recorded until the operator marks their own relationship and suitability checks complete.
Flexible billing
Month-to-month or annual. Cancel anytime.
No setup fee
CSV import and export on every plan.
Operator dashboard
See your whole raise in one place.
On a 506(b) raise, no commitment is recorded until you mark the checks complete. You see what was marked and when.
[Deal name] · 506(b)
Raise overview
Indicated soft commits
$3.7M of $5.0M target
74% of target indicated
Investors
38
Accepted
12
Pre-gate
38 of 38
Attestations recorded
- Investor A$250,000Self-reportedAccepted by you
- Investor B$100,000Self-reportedDocs sent
- Investor C$75,000Awaiting answersPre-gate
Clear rules. Nothing hidden.
Apply for early access5
guided steps from your deal to your first accepted investor.
6
tools in one place: deal page, outreach, investor list, checks, documents and audit trail.
2
exemptions to pick from: 506(b) or 506(c).
$0
setup fee. CSV import and export on every plan.
You don't need a course
One place for the tools a raise needs.
If you track investors in a notebook or spreadsheet, you end up adding separate tools for reminders and email. If you use a CRM, an email campaign tool, an ads tool and an AI writing tool, they do not talk to each other. Mownt puts it all in one place with your deal page, investor list, documents and audit trail, scoped to the exemption you chose.
One workflowDeal page
Narrative, terms and documents in one link
Investor outreach
Scoped to your exemption
Investor list
Status, commits and checks
Compliance checks
Each rule explained in plain English
Documents
Send subscription docs when you accept an investor
Audit trail
Key steps logged; records export as CSV or PDF
Already have a spreadsheet? Import your investor list and map its columns to your fields.
Checks before commits
Your checks run before anyone commits.
Before an investor can commit to your deal, Mownt checks the relationship record and the suitability answers on file. If something is missing, the commit stays blocked until it is completed, and where a check needs your attestation, you give it. Key steps are logged to your audit trail.
506(b) commit checks
4 of 4 checks complete- Relationship record: completed by you
- Content scan: no flagged language
- on this deal: 4
- Attestation: signed and logged
Indicated soft commits
From soft commit to subscription docs, in one place.
See the indicated soft-commit total on each deal, and how many days each prospect has until the relationship clock clears. When you accept an investor, you send subscription docs from the same screen. Once funding is confirmed, their capital account starts.
Explore the workflowIndicated soft commits
$3.7M of $5.0M
- Investor A accepted: subscription docs sent
- Investor B: clears in 4 days
Investor outreach
Reach your investors.
Email your list, or run a raise where you promote your own offering publicly. Every investor must be accredited, and you must take reasonable steps to verify that before accepting their money. You run the outreach, and the verification decision is yours. Mownt scopes the tools to the exemption you chose and logs key steps.
Ad campaigns for 506(c) raises (early version).
Learn how outreach worksContacts
- Awaiting verification
New contact
Found your 506(c) deal page
- Committed
Existing contact
Invited from your list
- Pre-gate
Existing contact
Opened your deal page
Beyond friends and family
Friends and family are the start. Here are three ways past them.
The rules were never secret, just written for people who already knew them.
Your network
Offer your deal to people you already have a with, one that started before the offering. Most raises like this use . The rules allow a limited number of with added requirements. Mownt shows a running count of non-accredited investors on each deal. Your overall count, across offerings, is yours to confirm with your attorney.
Online
Under Rule , you can promote your own offering publicly. Every investor must be accredited, and you must take reasonable steps to verify that before accepting their money. You run the outreach, and the verification decision is yours.
In person
Meet people and start relationships. Do not discuss your specific offering with anyone you do not already have a with, unless you are raising under .
Free tools
Top 10 investor conferences for 2027
Conferences that organizers describe as bringing together real estate, family office and institutional investors. Events with published agendas focused on real estate private capital, with dates, cities and organizer links.
See the listInvestor map check
Four questions, about 2 minutes. See which routes past friends and family fit your raise.
Start the checkConversation record checklist
What to write down after every investor conversation, with a free spreadsheet template.
Read the checklistQuick underwriting
Check whether a multifamily deal roughly pencils, in a few minutes. Nothing is saved.
Run the numbersFree market report
A plain-English report on your deal's ZIP or city: income, rents, home values and jobs, from public Census and labor data. Sent to your inbox.
Get the reportYour first raise, mapped
Every stage of a first raise on one page, before you reach it.
See the mapThe Capital Raiser Playbook: a preview
The first two lessons of the Playbook, and the outline of all ten modules.
Read the preview
Resources
What do I do after friends and family?
Three routes past your first circle of investors: your wider network under 506(b), public promotion under 506(c), and meeting people in person, each with its own rules.
How do I raise money for my first real estate deal?
The stages of a first real estate raise, from choosing your lane and your team to building relationships, sizing the deal and closing.
Can I raise capital with no track record?
How first-time sponsors build honest credibility without a record of their own: experienced partners, visible preparation and small first deals.
What is the difference between a 506(b) and a 506(c) offering?
How Rule 506(b) and Rule 506(c) differ: whether you may promote the offering publicly, who may invest, and what the issuer must do to confirm each investor's status. Other exemptions exist.
What is general solicitation?
What general solicitation means under Regulation D, the two questions that decide whether a communication counts, and why disclaimers and educational labels do not change it.
How it works
Five guided steps.
Each step explains the rule it is checking, right where you need it. You learn by running your own raise.
01
List your deal
Upload your OM and model. Mownt drafts the terms, and you write the narrative.
02
Pick your exemption
Pick 506(b) or 506(c). On 506(b), no commitment is recorded until you mark their checks complete.
03
Reach your investors
Email your list, open a 506(c) raise, or use the conference calendar. You stay in control.
04
Watch commits land
See your indicated soft-commit total on each deal.
05
Accept and send docs
You accept an investor and send subscription docs.
Inside Mownt
A closer look inside Mownt.
Deal terms
Upload your OM and model, get a draft deal. Mownt pre-fills hold period, preferred return and target returns for you to review; you write the story.
- Hold period5 yearsDraft
- Preferred return8%Draft
- Target IRR15%Draft
Exemption gating
Pick your exemption. On 506(b), Mownt holds each commit until you mark the relationship and suitability checks complete.
- Exemption506(b)
- Relationship checkcomplete
- Suitability answerscomplete
- Commitopen
Accreditation
Record each investor's accredited status with their suitability answers. Mownt shows a running count of non-accredited investors on each deal. Your overall count, across offerings, is yours to confirm with your attorney.
- Accredited statusself-reported
- Suitability answerson file
- Non-accredited investors on this deal4
Subscription docs
Send subscription docs for e-signature when you accept an investor.
- Investor Asent for e-signature
- Investor Bsigned
Data export
Export contacts, investors, interactions and cap tables as CSV, and investor dossiers as CSV or PDF.
- ContactsCSV
- InvestorsCSV
- InteractionsCSV
- Cap tableCSV
- Investor dossierCSV or PDF
Why raisers choose Mownt
A software utility, not a program to sit through.
Skip the expensive course and the notebook, spreadsheet and reminder juggling.
The workflow guides you
Pick up 506(b) and 506(c) by doing your own raise, not by studying first.
Flat software fee
No agency percentage. You source your investors.
Cancel anytime
Monthly plans cancel with no fee. Annual plans end with the billed year. No penalties.
A structured record for your counsel
Export an investor's relationship dossier for your counsel.
You own the data
Export your investor records as CSV or PDF whenever you want.
Know which rooms to be in
A conference calendar inside Mownt, from real estate to family office and institutional events.
Ready to start your raise?
Apply for early accessFrequently asked questions
Does Mownt find investors for me?
No. You build and run your own outreach. Mownt does not identify, introduce, contact or solicit investors. Mownt's fees do not depend on whether you raise money, how much you raise, or from whom.
Do I still need a lawyer?
Yes. Mownt is software, not a law firm. A securities attorney should help you choose your exemption, review your documents and advise on your outreach.
What is the difference between 506(b) and 506(c)?
Both are mainly used to raise from accredited investors. 506(b) also allows a limited number of non-accredited investors, with added requirements. Under 506(b) you cannot advertise or publicly promote your offering, so you generally offer it to people you already have a substantive relationship with. Under 506(c) you may promote publicly, but every investor must be accredited and you must take reasonable steps to verify it. Confirm which fits with your attorney.
How does verification work?
Under 506(c), you must take reasonable steps to verify each investor's accredited status before accepting the investment. Common methods are reviewing financial documents or getting written confirmation from a registered broker-dealer, SEC-registered investment adviser, attorney or CPA. SEC staff guidance from March 2025 also allows a high minimum investment with written representations and no contrary knowledge. Your counsel decides what fits your offering.