Direct to booking
Book the call now.
The largest commitment is requested at the moment trust is lowest.
Your ads are not the problem. Where they land is.
Investor acquisition infrastructure for Reg D 506(c) issuers raising $1M to $50M. We build the system between the click and the commitment.
Thirty minutes on Zoom. Short intake form first.
Overview with Joel Louis
A five-minute overview of what carries over from the launch world into a capital raise, and what has to be thrown out.
Three ways to run an ad into a wall.
Almost every 506(c) campaign we look at lands in one of three places.
Paid ad / Meta / LinkedIn
↓
"Book a Call" page
Thirty minutes of a stranger's time, requested on first contact.
Paid ad / Meta / LinkedIn
↓
"Invest Now"
Deal room login → PPM
Accreditation and a hundred page document, from a cold click.
Paid ad / Meta / LinkedIn
↓
Company homepage
Full navigation, other business lines, no path to anything.
Four live destination patterns. The ask changes everything.
Advertiser identity, Library ID, and exact domain are redacted. Useful copy, figures, dates, structure, imagery, and calls to action remain visible.
Download
Start with the guide.
A smaller first commitment can earn permission for the next conversation.
Invest page
Go straight to the offer.
The destination is specific, but it still assumes a cold visitor is ready for the offer.
Company website
Leave them to find the path.
A general website introduces navigation, other business lines, and no guided next step.
The first click does not prove intent. The destination has to receive the level of trust the visitor actually has, then create the next one.
Nobody writes a six figure check on first contact.
An accredited investor moves the same way every other buyer moves. Attention, then interest, then enough trust to spend real time, then a decision. That takes repeated contact over days and weeks.
Right now the span between the click and the commitment is empty. So the click is wasted, and you buy another one.
Published practitioner guidance, not a promise
A 2026 guide for first time 506(c) investors estimates two to six weeks for $25,000 to $100,000 commitments and 60 to 120 days for commitments of $250,000 or more. Check size, sponsor history, diligence, and onboarding all change the window. Source
That span is what we build.
The Digital Roadshow Engine occupies the distance between the click and the booked capital conversation. Capture, qualification, presentation, follow-up, nurture, and the instrumentation that tells you which of it is working.
Which pieces your raise actually needs, and in what order, depends entirely on what is leaking. That is not something to guess at from the outside, and it is what the diagnostic is for.
Built around the raise in front of us. Never dropped in as a generic funnel template.
Click
Capital conversation
01
Capture
Receive the click without asking for trust too early.
02
Qualify
Segment for fit, status, interest, and next action.
03
Present
Sequence the issuer's approved story and proof.
04
Follow up
Respond to questions, attendance, signals, and intent.
05
Nurture
Keep approved proof and progress in front of interested people over time.
06
Measure
See what is working and where attention leaks.
You are probably in one of three situations.
Just filed.
The Form D is in. The deal is ready. There is no funnel, no list, and no plan for building either. The clock on the raise already started.
A marketing team that has never done a raise.
They run social, the blog, and the newsletter for the operating business. Now they have been handed a capital raise. They are learning securities marketing on live ammunition, and the exposure sits with you.
A marketing team that knows how, with no room.
Experienced, capable, and already at capacity on everything else the business needs. The raise becomes the thing that gets worked on at night.
We are not here to replace your marketing team.
This is a custom build and surgical install, not a generic template or a retainer that swallows your department.
We build around your raise, install the roadshow, and train your team on how it works, what to do, and what must never be done inside the exemption. Then we hand over a system they can run.
If the team needs another pass, we stay available for focused support. Hand over does not mean left hanging.
01
Build
Designed around the raise, team, and evidence.
02
Install
Connected inside the issuer's actual stack.
03
Train
Your team learns the system and its guardrails.
04
Hand over
Ownership moves to the team that will run it.
05
Support (if needed)
Available if the team needs more training.
The architecture transfers. The evidence has to change.
Rule 506(c) allows broad solicitation. It does not relax the requirement that offering communications be accurate, supportable, and not misleading. If a registered investment adviser is involved, additional advertising rules may apply.
The mechanics still transfer: sequencing, objection handling, list building, follow-up, and measurement. The proof has to be verified, fairly presented, and cleared by the issuer's securities counsel.
Consumer marketing often uses
A 506(c) raise may support its story with
Testimonials
/A complete or clearly representative prior offering record
Results screenshots
/Capital returned and distributions paid, with basis and context
Before and after stories
/Patents, operating history, and independent validation
Implied promise
/Issuer provided terms and assumptions, presented with material limitations
Consumer marketing often uses
Testimonials
Results screenshots
Before and after stories
Implied promise
A 506(c) raise may support its story with
/A complete or clearly representative prior offering record
/Capital returned and distributions paid, with basis and context
/Patents, operating history, and independent validation
/Issuer provided terms and assumptions, presented with material limitations
Examples, not a legal checklist. What can appear depends on issuer and adviser status, source substantiation, and counsel approval.
Same architecture. Different proof set.
The numbers show our operating experience. They do not predict a raise.
Neither number came from a clever ad. They came from structure. The right sequence. Infrastructure that did not leak. A presentation that builds confidence by delivering the right proof in the right order.
And above all, knowing which information to pull forward and put in front of the person deciding.
That last one is the skill that matters here. In a consumer launch it means surfacing the right proof for a buyer. In a 506(c) raise it means surfacing the right proof for an accredited investor. Prior offerings. Capital returned. Distributions paid. Coinvestment. Patents. Operating history. Most issuers have it. Almost none have it organized, sequenced, and placed where it does work.
Both figures are revenue divided by documented advertising spend. Both were consumer launches, not capital raises. They are evidence of what the system does when it is built properly. Nothing here promises or projects any result in a securities offering.
Consumer launch results
Sprint one
$571,291 in revenue. 31.20% sales conversion. Five day sprint.
Sprint two
$1,269,060 in revenue. 6.30% sales conversion. Same client, second sprint.
Proprietary Lattice research
The Digital Roadshow Pattern Library.
Four live funnels. Eight stages each. $1.17B+ Reported sold across the three source offerings with verified Rule 506(c) filings. The fourth live capital funnel added a distinct architecture and the edge cases that sharpened our exclusion record. Latest public Form D and Form D/A filings reviewed July 2026
01
Ads
02
Registration page
03
Thank you page
04
Pre-webinar sequence
05
Webinar script and slides
06
Post-webinar flow
07
Organic infrastructure
08
Investor guide and deck
The safeguard inside the library
The excluded patterns record.
We track what we would never copy, and why. Some tactics may generate leads while creating unnecessary compliance risk. Keeping that record helps us build from what works without repeating what should stay out.
It is a separate record applied across all eight stages, not a ninth stage.
Where this comes from.
14 years, Intel Fab 17. Senior Manufacturing Operations Manager. 250 technicians, 10 managers, 450 plus factory-wide improvements. Where the engineering habit was formed.
2014, Startup Dad HQ. A podcast built while still working the fab. Over a million listeners across 114 countries. Number one in iTunes New and Noteworthy in Business.
2016, webinar production. Live events for doctors, lawyers, and accountants. Where the webinar became an instrument rather than content.
2017, Integrator & Co. A digital launch firm. Seven years, fourteen verticals. Acquired by acqui-hire, December 2024.
Through February 2026, Chief Marketing Officer of a digital capital formation platform running Reg CF, Reg A+, and Reg D.
2026, Lattice & Co.
What Lattice is not.
Not a broker dealer. No investor solicitation, no securities sold, no compensation tied to capital raised.
Not an investment adviser. No advice on the merits of any offering.
Not securities counsel. Lattice does not author offering terms, projections, or returns. Your numbers come from your documents and carry your basis of calculation.
Not an agency. The deliverable is a system, not campaigns.
Every public-facing asset routes to your securities counsel before it goes live. That is in the engagement, not offered as a courtesy.
How this starts.
01
Watch the overview
Four minutes with Joel on what the Roadshow Engine fixes and what it does not do.
02
Complete the intake
A short form gives Joel the raise context before the conversation begins.
03
Choose a time
Book a thirty minute Zoom conversation directly with Joel.
What happens on the call
A direct fit conversation.
We look at where the raise stands, what is already built, and where attention or trust is leaking. If there is a fit, the next step is the Business Intensive, a paid diagnostic. If there is not, you hear it on the call.
Book the call.
Thirty minutes. Zoom. Bring your numbers if you have them.
The form comes first. Booking opens on the next screen.