When you subscribe to RaiseRapidly, depending on the tier you need, you'll gain access to:

• A fully loaded platform with prebuilt templates, funnels, and tools designed for capital raising.

• Over 100+ custom-built workflows and automations designed specifically for investor lead management, crafted from real-world experience in the field.

• The flexibility to customize templates (e.g., colors, copy, branding) yourself or outsource this to a third-party agency.

• The option to purchase our marketing or data add-ons

No, we do not offer a free trial. However, we provide a professional onboarding experience to ensure you are fully set up and trained on the platform by our expert team.

The do-it-yourself could take as little as 2 days. The professional onboarding process for more robust setups typically takes 1-2 weeks, depending on your availability for training and setup sessions. Once completed, be ready to start using the platform to raise capital efficiently!

Our onboarding process includes:

• Setting up your system according to a proven capital-raising framework.

• Training on how to use the platform effectively.

• Guidance on accessing and customizing templates.

  Please note, hands-on marketing asset design and implementation are only available with the purchase of our marketing add-on but this is entirely optional and not required!

Yes, you can cancel your subscription at any time. However, we do have a strict no-refunds policy as we invest in your professional onboarding experience upfront to ensure you are set up with the best system for Capital Raisers on the market!

You have three options for customizing your templates:

• Update the templates yourself using the platform's easy-to-use tools.

• Hire a third-party or our agency to tweak them for you if you're short on time.

• Purchase our marketing add-on, which includes full customization and professional implementation by our team.

The marketing add-on is an optional service for clients who want a fully done-for-you experience and a more robust website presence. With this package, we handle: A complete brand build (if needed), website design, customizing templates, including colors and copy as well as Implementing marketing assets to align with your brand. This ensures your capital-raising program is professionally designed and ready to launch with very minimal effort on your part.

Yes! RaiseRapidly is designed for ease of use and comes with preloaded templates to simplify the setup process. Our training resources and support options ensure that even beginners can confidently use the platform.

If you cancel, your access to the RaiseRapidly platform, including all templates, tools, and support, will end at the conclusion of your current billing period. There are no refunds for unused time.

No, there are no hidden fees. However, there are standard rates for SMS, calling, email, and other variable services. RaiseRapidly simply passes these fees on from the respective providers. Usage fees may apply depending on your usage, but they are relatively minimal based on the experience of our clients. You can find detailed cost information in our Terms of Use.

This approach is common across all CRM platforms designed as functional systems of engagement, not just record-keeping tools.

Your subscription grants access to the RaiseRapidly platform and templates for the duration of your plan. If you cancel, access to the platform and templates ends. However, depending on your package, certain assets like your website and personalized templates may be exportable. System-related automations and workflows are not transferable. Our team can clarify what can be exported based on your plan.