Yieldz EC · For existing companies raising capital

Go Private.Raise capital like you're public.

Private companies raise capital with an independent valuation, a clean cap table, a structured offering and a launch plan. Yieldz EC helps you build all of it, tokenizes your shares on Polygon, and puts a Chief Capital Strategist inside your company to run the whole road. $225,000 fixed. No equity, no success fee.

Public-company disciplineYour shares, tokenizedA real launch
$225,000
Fixed, for the whole program
$125,000
Can be paid from your raise
$100,000
12 months at 0%
0%
Equity. No success fee
What you get, what it costs

Two parts.One team.

An existing company needs more than a startup: a cap table with history, payout terms already in place, and products already selling. Part A builds the raise. Part B builds everything an existing company brings to it.

Part A · Capital Raise Services
$125,000

Your entire raise, built

A Chief Capital Strategist for a year, an independent valuation and Venture Score, offering structure and tokenization, your raise plan, deck and data room, and the closing conditions coordinated end to end.

Pay in full12 monthly paymentsFrom your raise
Part B · Launch & Legacy Structuring
$100,000

Your company, ready to launch

Your tokenized launch marketing plan, your existing share structure and past issuances configured on the token, custom waterfalls digitized, and a product and direct marketing plan for what you sell today and next.

Pay in full12 × $8,333.33 at 0%

Part B is outside work delivered in your first months, so it's paid on a fixed schedule rather than from raise proceeds.

To begin: $7,497 onboarding + first month of MembershipMembership: $2,500 a month, cancel any timeEquity: none
How it works

Six stages.Membership to launch.

No application and no selection committee. The Membership is the door, and your Strategist runs everything after it.

Stage 1 · $7,497 + first month

Start

Your Membership begins the day KYC clears: the program, the platform and the events.

Stage 2

Onboarding

Three working sessions on your data, your cap table and your team, so your Strategist arrives briefed.

Stage 3

Services agreement

Choose how to pay Part A. Part B's schedule begins. Every deliverable is yours from day one.

Stage 4

Strategist deploys

Valuation, Venture Score and the raise plan begin, alongside your legacy share structure build.

Stage 5

Closing conditions

Valuation, clean cap table, KYC, buy-sell agreement and key-person coverage in place.

Stage 6

Launch

Tokenized on Polygon, your broker-dealer engaged, and your company in the room at Yieldz Capital Events.

What $225,000 delivers

One agreement.All of it yours.

Fixed scope, fixed price. Nothing grows with the size of your raise.

Part A · $125,000

Capital Raise Services

Capital readiness

Valuation & scoring

  • Independent third-party company valuation
  • Yieldz Valuation & Capital-Readiness Report
  • Yieldz Venture Score
  • Capital structure analysis
  • Data-room creation and management
Structure & platform

Tokenization & raise plan

  • Offering-structure design and token economics
  • Tokenization on Polygon, with Polymesh integration in development
  • Live token pricing and offering infrastructure
  • Platform onboarding and KYC/AML rails
  • Closing-condition coordination
  • Capital-raise roadmap and marketing plan
Deployed into your company

Chief Capital Strategist

  • A Yieldz executive engaged by your company as a fractional Chief Capital Strategist for year one
  • Coordination among management, attorneys, the valuation firm and your broker-dealer
  • Investor and pitch materials, company branding
  • Handoff to your securities counsel
  • Year two: continue at $50,000 a year or $5,000 a month

Part B · $100,000

Launch & Legacy Structuring: what an existing company brings to the raise

01

Tokenized launch marketing plan

Positioning, investor audiences, channels, content calendar and launch sequence for your tokenized share offering. Your broker-dealer runs the offering.

02

Legacy share structure

Your existing cap table and every past issuance reconciled and configured on the token: common, preferred, options, warrants, SAFEs and notes.

03

Custom waterfalls

Payout terms that don't fit the standard Yieldz token, such as preferences, distribution tiers and profits interests, built as custom token logic and reviewed by counsel.

04

Product & direct marketing plan

A go-to-market and direct-marketing plan for the products you sell today and the ones you'll launch next.

Your Strategist works for your company

Engaged under the services agreement as a fractional executive, the way you'd engage a CFO for hire. Yieldz holds no equity and its fee is fixed, so the only measure of the engagement is whether your company becomes fundable.

What Yieldz does not do

Yieldz does not raise your capital and does not promise that you will be funded. Solicitation and placement are performed by your registered broker-dealer and your securities counsel. Fundable is what we build. Funded is what you earn.

How you pay

Part A, three ways.Part B, one schedule.

Same program, same Strategist, whichever you choose. Pick the one that fits your balance sheet.

Part A · $125,000

Capital Raise Services. Three ways to pay.

Part A · Option one
$125,000

Pay in full

Paid at signing. No finance charge and nothing collected from your raise.

$125,000 total
Part A · Option two
$11,979/mo

Twelve monthly payments

Twelve equal payments. Nothing collected from your raise.

$143,750 total · $18,750 finance charge
Part A · Option three
15¢ / dollar

Deferred to your raise

Nothing down on Part A. A fixed $170,000, due at twelve months or earlier as your raise closes: 15 cents of every dollar closed goes to it until it's paid.

$170,000 total · $45,000 finance charge

Part B · $100,000

Launch & Legacy Structuring. Real work delivered up front, so it runs on a fixed schedule and never comes out of your raise.

Part B · Option one
$8,333.33/mo

Twelve monthly payments

Twelve equal payments at 0%, the first at signing. No finance charge, no markup.

$100,000 total · $0 finance charge
Part B · Option two
$100,000

Pay in full

Paid at signing. Same scope, same schedule of delivery.

$100,000 total
What Part B covers
  • Tokenized launch marketing plan for your share offering
  • Legacy share structure: your cap table and past issuances on the token
  • Custom waterfalls built as token logic
  • Product & direct marketing plan for today's and tomorrow's products
Also: $7,497 onboarding to beginMembership: $2,500 a month, cancel any timePart B is always collected on schedule, whether or not your raise closes

Your first year

Includes onboarding and 12 months of Membership. Part A and Part B payments start at signing.

Part A choiceDue at signingMonths 2–12Year-one total
Pay in full$143,330.33$10,833.33/mo$262,497
12 monthly payments$30,309.50$22,812.50/mo$281,247
Deferred to your raise$18,330.33$10,833.33/mo + 15¢ per dollar raised$307,497

Options two and three carry a finance charge for paying over time. Option three is collected at closing through your broker-dealer or escrow agent and disclosed as a use of proceeds; any balance outstanding at twelve months is due under the agreement. If the Membership is cancelled while a balance remains, the outstanding balance becomes due.

Raise-readiness conditions

Built the wayinstitutions check.

The conditions sophisticated capital looks for before a full raise. Your Strategist coordinates every one of them.

1

Independent valuation

A third-party valuation investors can anchor on.

2

Clean cap table

Ownership and past issuances documented and reconciled. Part B does this work.

3

KYC and background

Identity, background and soft-credit checks on the owners and leadership.

4

Buy-sell agreement

What happens to an owner's shares if they leave, become disabled or die.

5

Key-person insurance

Coverage on the owners and key people the company depends on, placed through any licensed agent.

If key-person insurance can't be placed, you keep every deliverable, your Membership continues, and you may launch a SAFE offering on the Yieldz platform to raise up to $1,000,000. Yieldz Life, a licensed Yieldz affiliate, can place coverage and coordinate premium financing if you choose; it is compensated by the carrier.

Eight vendors, or one team

Sixteen things.Who sells how many.

What a $3M–$5M raise and launch require, against the vendors an existing company ends up hiring, from each provider's published scope as of September 2026.

What you needYieldz ECSecuritizeDealMakerWefunder / StartEngineRepublicPPM law firmAgencies & dev shop
Independent valuation & Venture ScoreYes——————
Offering structure & PPM coordinationYes—BD onlyForm CForm CYes—
TokenizationYesYes——Via INX——
Investor KYC/AML & checkoutYesYesYesYesYes——
Pitch deck, materials & data roomYes—————Separate project
Raise marketing planYes—ToolsListingListing——
Tokenized launch marketing planYes—————Agency, $25K+
Legacy cap table & past issuancesYes————Hourly—
Custom waterfall structuringYes————Documents onlyContract only
Product & direct marketing planYes—————Agency
Closing-conditions coordinationYes——————
Executive inside your companyYes——————
Capital events for your companyYes——————
One team accountable for the programYes——————
Fee model$225,000 fixed · 0% equity$50–100K minimumPlatform + BD of record7.5%–12% of raise7% cash + 2% equity$12–25K flat$55K+ at the low end

What your raise really costs

Eight vendors, priced at the low end of every published range, against Yieldz EC plus a 2% broker-dealer. A portal's percentage grows with every dollar you raise. Our fee doesn't. Move the slider to your raise.

$4.0M
Fixed vendor fees ($137K)Portal fee, 7.5% of raiseYieldz EC, $225K fixedBroker-dealer of record, 2%
$437,000
Eight vendors · 10.9% of the raise
$305,000
Yieldz EC + BD · 7.6% of the raise
$132,000
Saved with Yieldz EC

Vendor stack: tokenization $50K, specialist PPM $12K, valuation, deck and data room $20K, portal at Wefunder's 7.5%, plus the work Part B replaces at the low end of published ranges: launch marketing setup $25K, cap table cleanup $5K, custom smart contract and audit $20K, product go-to-market plan $5K. Yieldz: $225,000 paid in full plus 2% broker-dealer of record. Onboarding, Membership and ad spend excluded from both. Sources: tokenizestartup.com and Securitize reviews, Angel Investors Network, StartEngine and DealMaker reviews 2026, PPM Lawyers, Moschetti Law, Manhattan Street Capital, Lucid, Beltsys Labs, Knex. Figures may be out of date; confirm current terms with each vendor. Vendor names are trademarks of their owners; none is affiliated with Yieldz or has reviewed this comparison.

The Yieldz Club Membership · $2,500 a month

The Membership isaccess to capital.

The door to the Yieldz EC Program, the platform, and the rooms where your company meets real capital. Eight VIP tickets a year, an $80,000 value, against $30,000 in dues. Month to month.

Entry to the Yieldz EC Program and platform

Required for the program, for as long as you use the platform

Required

8 VIP tickets a year to Yieldz Capital Conference Events

Valued at $10,000 each. Bring your team and your investors into the room where your company meets capital

$80,000

12 domestic and 4 international Capital Network events

Invite-only access through Yieldz and partners; tickets purchased separately

Member pricing

Yieldz Motorsport race weekends

Members-level access at all 7 race weekends in 2027, 2 of them on Formula 1 weekends. The Founders VIP level is reserved for founders and their guests

Members level

Board of Advisors Mastermind & Investor Network

Invite only, by referral through Yieldz

By referral

Professional fee and marketing discounts

Offering counsel, professional services and a capital-attraction marketing network

Discounted

Sponsor the cars

Your brand on the car, at the track and in team media. Sponsorship is open to Yieldz Club Members only

Member rates
Prove it

If you won't put $2,500 a month into your own raise, why would investors put $3,000,000 into it?

You pay for access while you need access, and every month answers the same question: you believe in this raise.

What it is not

Access only

No share of Yieldz revenue, no interest in any Yieldz entity or member company. Not an asset, not transferable, not sold as an investment.

Your raise on the Yieldz platform

Tokenized on Polygon.Placed by your broker-dealer.

Structure and exemption are chosen by you with your securities counsel and broker-dealer. Polymesh integration is in development.

SAFEAvailable
Reg D 506(c)Available
Reg AAvailable
Reg CFAvailable
Reg CRYPTOAnticipated

Distribution compensation (2% broker-dealer of record, 4% placement agent) is paid from raise proceeds to the broker-dealer, not to Yieldz. "Reg CRYPTO" refers to an anticipated SEC framework that is not yet in effect.

Yieldz is paid
Part A · Capital Raise Services$125,000
Part B · Launch & Legacy Structuring$100,000
Onboarding, then Membership$7,497 · $2,500/mo
Equity in your companyNone
A fixed fee for a defined scope. No success fee and no share of your proceeds.
You keep
Ownership of your company100%
Your proceeds, once the fee is met100%
Your MembershipCancel any time
All deliverablesYours
Questions owners ask

Stated plainly.Before you start.

What does the program cost, in total?

$225,000 in fixed fees: Part A, $125,000 for Capital Raise Services, and Part B, $100,000 for Launch & Legacy Structuring. On top of that, $7,497 to onboard and $2,500 a month for the Membership. No equity, no success fee and no share of your proceeds.

Why can Part A come from my raise but Part B can't?

Part B is outside work delivered in your first months: launch and product marketing plans, cap table reconciliation and custom token logic. It's paid in full or over 12 months at 0%, whether or not your raise closes. Part A can wait for proceeds: 15 cents of every dollar closed until $170,000 is paid, or twelve months, whichever is first.

Who is Yieldz EC built for?

An operating company raising $3M–$5M in the next 12 months, with a team that has built a business but hasn't raised institutional capital, and owners ready to put a Chief Capital Strategist inside the company for a year.

What if my cap table is complicated?

That's what Part B is for. Past rounds, preferred shares, options, warrants, SAFEs, notes and custom distribution terms are reconciled and configured on the token, and waterfalls that don't fit the standard Yieldz token are built as custom logic reviewed by counsel.

What are the closing conditions?

An independent valuation, a clean cap table, KYC and background checks, a buy-sell agreement and key-person insurance. Coverage can be placed through any licensed agent. Yieldz Life, a Yieldz affiliate, can place it and coordinate premium financing if you choose.

What happens if I cancel the Membership?

The Membership is month to month. Cancelling it doesn't cancel the services agreement: any outstanding balance on Part A or Part B becomes due. Every deliverable produced stays yours.

Does Yieldz raise my capital?

No. Yieldz does not raise capital or promise funding. Securities are solicited and placed by your registered broker-dealer with your securities counsel. Yieldz builds the structure, tokenizes the offering and gives your company a seat at its Capital Events.

Start today

No application.Your raise starts the same day.

Start your Membership and onboarding begins. Then choose how Part A gets paid. The planner shows your schedule before you speak with anyone.

$7,497+ first month of Membership

To begin. Then $2,500 a month, cancel any time.

The Yieldz EC Program Guide

Free · 14 pages

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