CapitalOS™ by RaisePilot

From idea to institutional.

An AI-guided capital readiness system that helps founders structure the business case, understand valuation inputs, and prepare for serious diligence.

CapitalOS supports preparation and decision-making. It does not provide legal, securities, tax, accounting, broker-dealer, or investment advice; materials require review by qualified counsel and advisors.

Capital Readiness Overview
In progress

Capital Readiness Score

87/100

Strong operating foundation

Recommended Raise

$12.5M

Scenario-based estimate with runway, milestones, and dilution context.

Valuation range

$42M–$54M

Confidence: high

Diligence status

Evidence mapped
Counsel review queued

Capital intelligence, applied

The discipline behind an investor-ready story.

CapitalOS turns fragmented founder knowledge into a structured capital formation workflow—making the assumptions, tradeoffs, questions, and next actions visible before they become investor objections.

CIVE™

Explainable valuation and raise strategy.

Compare appropriate valuation approaches, reconcile inputs, model sensitivity, and translate operational plans into a defensible capital recommendation.

Low

$42M

Recommended

$48M

High

$54M

Investment committee review.

Independent perspectives identify blind spots, ask diligence questions, and synthesize strengths, risks, and improvements.

Managing Partner
CFO
Chief Risk Officer
Investment Analyst

Counsel-reviewable drafts.

Organize the business, terms, disclosures, and assumptions into working drafts for qualified legal review.

Diligence vault.

Keep company financials, cap tables, tax returns, commercial contracts, business credit information, supporting evidence, version history, and investor materials structured in one controlled workspace.

Business records only. Do not upload consumer reports, credit scores or history, background reports, or identity-theft documentation.

Designed for the capital conversation ahead.

Prepare a credible case for the capital you need—not simply the number you hoped to raise.

A guided operating system

A clearer path from diligence to close.

01

Diligence

Build the evidence base around the company, market, team, and operating plan.

02

Analyze

Model readiness, valuation inputs, capital needs, and key assumptions.

03

Recommend

Surface an explainable raise strategy, milestones, and diligence priorities.

04

Document

Organize attorney-reviewable drafts and an investor-ready diligence vault.

Know what is missing—and why it matters.

The interview adapts as it builds the capital case, not just a questionnaire.

Start the guided interview

Professional preparation, with the right human review.

CapitalOS is designed to make the work more organized, explainable, and efficient. It complements—not replaces—qualified securities counsel, accountants, tax professionals, financial advisors, and investment decision-makers.

Draft materials are clearly marked for counsel review and completion.
Recommendations are based on provided information, assumptions, and selected methodologies.
Founders retain responsibility for validating facts, decisions, and final materials.
CapitalOS is not a consumer reporting agency and does not make consumer credit, employment, insurance, tenant, or other consumer-eligibility decisions.

Built for serious preparation

Controlled diligence

Centralize materials, evidence, and document versions for a more disciplined process.

Transparent rationale

See the assumptions behind readiness scoring, valuation ranges, and raise strategy.

Attorney-ready workflow

Prepare organized working drafts that qualified counsel can review, refine, and approve.

Exempt offering readiness

Organize the questions counsel will need to answer.

CapitalOS now includes a structured preliminary workspace for Regulation Crowdfunding (Reg CF) and Regulation D pathways. Compare key gates, assemble disclosure-readiness questions, and keep official SEC resources in one counsel-reviewable view.

This informational workflow is not a legal determination and does not create, file, approve, solicit, accept funds for, or close an offering.

Open Offering Readiness
Preliminary counsel workflow
01

Regulation Crowdfunding (Reg CF)

$5M aggregate 12-month ceiling · SEC-registered intermediary

02

Regulation D

Rule 504, 506(b), and 506(c) decision gates

03

Draft readiness

Form C / Form D notice items, disclosure and counsel sign-off

Raise with clarity

Build the capital case your next conversation deserves.

Begin CapitalOS