Raises.comPartner documentation
    Partner documentation

    White Label SaaS Agreement

    Terms governing the Raises.com white label capital raising platform licensing program.

    CRM License · $1,797White Label · $3,339

    Last updated: April 14th, 2026

    WHITE LABEL SaaS AGREEMENT

    BETWEEN:

    Raises.com LLC ("Raises.com®") (the "Licensor"), a company registered in the United States with its registered address at 16192 Coastal Highway, Lewes, DE 19958, recognized by the U.S. Patent Office, and bearing NMLS ID: 2578088.

    AND:

    The Licensee (the "Licensee"), a company organized and existing under the laws of its respective jurisdiction.

    RECITALS

    WHEREAS, the Licensor has developed a proprietary Capital Raising Operating System ("the Platform") which provides capital raising advisory, CRM, legal document drafting, investor relations, and marketing services through the Raises.com® platform, and is providing a license to use the Platform subject to certain consideration (hereinafter referred to as "the Service");

    WHEREAS, the Licensee wishes to license the Raises.com® Platform to operate under their own brand and/or resell services to third-party Clients in accordance with the terms and conditions herein;

    WHEREAS, the Parties wish to evidence their contract in writing;

    WHEREAS, the Parties are duly authorized and have the capacity to enter into and perform this Agreement;

    WHEREAS, both the Parties affirm to understand all the provisions contained in this Agreement, and in case either Party requires clarification as to one or more of the provisions contained herein, either Party has requested clarification or otherwise sought legal guidance.

    The Licensor and the Licensee shall individually be referred to as "Party" and collectively as "Parties".

    NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS:

    1. Definitions

    1.1. "Client(s)" means individuals or entities to which Licensee has resold the software or services.

    1.2. "Confidential Information" shall mean information that is proprietary or confidential and is either clearly labelled as such or identified as Confidential Information in clause 5 of this Agreement.

    1.3. "Documentation" shall mean the document made available to the Client, authorized users by the Licensor regarding the Software, which sets out a description of the Services and the user instructions for the Services.

    1.4. "Platform" or "Software" shall mean the Raises.com® Capital Raising Operating System, including the CRM, booking system, pipeline management, AI tools, legal document drafting, financial modeling, and all related online software applications provided as a part of the Services.

    1.5. "Order Form" means the documents for placing orders pursuant to this Agreement that are entered into between the Licensor and the Licensee from time to time, including addenda and supplements thereto.

    1.6. "Capital Raising OS" means the full-stack technology infrastructure provided by the Licensor, encompassing CRM, deal pipeline, investor management, document generation, booking calendars, payment processing, and AI-powered tools.

    1.7. "API Credits" means the usage-based credits allocated to Licensee each billing period for Platform API services including AI analysis, document generation, and third-party integrations.

    2. Licensing Tiers and Grant of License

    2.1. Available Tiers. The Licensor offers two (2) licensing tiers:

    CRM Software License — $1,797 (one-time): A self-service license granting the Licensee access to the Capital Raising OS for internal use, including CRM, booking, pipeline management, AI tools, legal document drafting, and financial modeling. Installment financing available as low as $149/month via Klarna or Afterpay.
    White Label License — $3,339 (one-time): A full reseller license granting the Licensee the right to operate the Platform under their own brand, manage their own clients and users, and resell services. Includes everything in the CRM Software License, plus white-labeled branding, a branded domain and portal, client/user management, fulfillment handled by Licensor, and launch support. Installment financing available as low as $278/month via Klarna or Afterpay.

    2.2. Appointment. Conditioned on the provisions in this section and the other terms and conditions of this Agreement and payment of the applicable Fees, the Licensor hereby appoints the Licensee, and the Licensee hereby accepts, for the Term (unless terminated as provided in this Agreement), a non-exclusive, non-transferable, non-sublicensable license to use the Platform and, for White Label Licensees, to promote and sell the Services to third-party Clients at its own expense and using its own efforts with its own sales force.

    2.3. Restrictions. Without limiting the generality of the foregoing, CRM Software Licensees may not resell, sub-license, or provide access to the Platform to any third parties. White Label Licensees may resell to Clients in accordance with the terms of this Agreement but may not sub-license the right to further resell.

    2.4. Branding. White Label Licensees may use their own company name, logos, and branding on the Platform. Raises.com® branding will not appear on the software or platforms used by White Label Licensee or its Clients. CRM Software Licensees will use the Raises.com® branded interface.

    2.5. Trademark Usage. Licensee does not own any rights to Raises.com® trademarks and all usage rights end when this agreement terminates.

    3. Platform Features and Service Description

    3.1. Core Platform Features (All Licensees)

    The Capital Raising OS includes the following features and tools:

    CRM & Pipeline Management — Full-featured investor relations CRM with deal tracking, contact management, pipeline stages, and activity logging
    AI-Powered Tools — AI document analysis, financial model generation, pitch deck creation, and chat-based advisory assistant with credit-based usage
    Legal Document Drafting — Draft private placement memorandums, subscription agreements, limited partnership agreements, operating agreements, and executive summaries
    Financial Modeling — Up to 4 financial models, 4 underwriting reports, 4 pitch decks, and 4 legal document drafts each month
    Booking & Calendar System — Integrated scheduling for consultations and investor calls with automated reminders
    Payment Processing — Built-in checkout flows with Stripe integration for collecting client payments
    Data Rooms — Secure document storage and sharing for investor due diligence materials
    Investor Database Access — Search and connect with potential investors through the Platform's network
    Email & Communication Tools — Integrated email, SMS, and messaging capabilities for investor outreach
    Compliance Support — Tools and templates to assist with regulatory compliance requirements

    3.2. Advisory and Professional Services (All Licensees)

    Upon the Licensee enrolling a new Client into the system (or for their own use, in the case of CRM Licensees), the Licensor shall provide the following services:

    • Consulting on funds, special purpose vehicles, corporations, and syndication formation
    • Assistance with creation and advisory of draft compliance materials, including:
    - Draft private placement memorandum
    - Draft subscription agreement
    - Draft limited partnership agreement (if required)
    • Introductions to financial institutions
    • Connections to chartered financial analyst charter holders (or similar professionals) to advise on, review, and build financial proformas (up to 6 hours per project)
    • Connections to legal and/or financial advisors to assist with business plan, entity formation, and provide an opinion on data room documents
    • Ability to introduce projects to Raises.com®'s brokerage with NMLS ID: 2578088
    • Connections to paralegals and/or lawyers to prepare the capital raise
    • Introductions to administrative assistants
    • Support consulting calls and private group access

    The Licensor will also provide the Licensee with general business educational materials and training, demonstrating how to find and sell leads.

    3.3. White Label Exclusive Features

    In addition to the core features, White Label Licensees receive:

    Branded Domain & Portal — Your own branded web portal and domain
    Client & User Management — Full control to onboard, manage, and support your own clients within the Platform
    Fulfillment by Licensor — The Licensor handles backend service delivery, legal, accounting, and tech support for Licensee's clients
    API Credit System — Monthly-renewing API credits for AI services, document generation, and third-party integrations with transparent overage rates
    Revenue Share on Deals — Earn commission on every deal closed through the Platform
    Full Training & Launch Support — Comprehensive onboarding including systems setup, sales training, and launch strategy
    No Overhead Required — No real estate, large team, or physical infrastructure needed to operate

    3.4. Service Availability

    The Services shall be made available by the Licensor subject to any unavailability caused by circumstances beyond the Licensor's reasonable control, including any force majeure events, and any computer, communications, Internet service or hosting facility failures or delays involving hardware, software, power or other systems not within the Licensor's possession or reasonable control, and denial of service attacks.

    The Licensor warrants that it has and will maintain all necessary licenses, consents, and permissions necessary for the performance of its obligations under this Agreement.

    The Licensor warrants that the Platform is hosted on a secure and well-maintained cloud platform. The Licensor performs automated database backups overnight.

    3.5. Responsibilities of the Licensee

    The Licensee shall maintain marketing and customer service standards that are appropriate to maintain high-quality Raises.com® Services and to reflect favourably on the Licensee's and the Licensor's reputation.

    The Licensee shall be responsible for all activities of its Clients and shall use commercially reasonable efforts to prevent unauthorized access to or use of the Raises.com® Services.

    The Licensee shall comply and ensure that the Clients comply with all applicable laws and regulations with respect to its activities under this Agreement.

    4. Fee and Payment

    4.1. License Fees:

    • CRM Software License: $1,797 one-time payment. Installment financing available as low as $149/month via Klarna or Afterpay.
    • White Label License: $3,339 one-time payment. Installment financing available as low as $278/month via Klarna or Afterpay.

    4.2. Optional Onboarding Fee: An optional guided onboarding package is available for $500, which includes hands-on setup assistance, strategy consultation, and accelerated launch support.

    4.3. Revenue Split (White Label Only): White Label Licensees shall share fifty percent (50%) of net revenue collected from their Clients with the Licensor. All payments must be processed through the Raises.com® platform. If payments are processed outside the Raises.com® platform, this contract will terminate immediately.

    4.4. Debt Placement Fee: For any debt financing facilitated via the Licensor's MLS platform (NMLS ID: 2578088), the Licensor shall share with the Licensee fifty percent (50%) of the net profit received from brokering the debt.

    4.5. Marketing Material Review: Raises.com® has the right to review all marketing materials to ensure compliance and brand standards.

    4.6. Payment Disbursements: Revenue split disbursements will be made 7 business days after payment receipt via wire transfer or credit card processing.

    4.7. No Refunds Policy: There are no refunds for your customers. If a customer disputes a card transaction with their bank or attempts to reverse payment, you will be charged the associated fees.

    5. Confidentiality and Non-Disclosure

    5.1. Each Party may be given access to Confidential Information from the other Party in order to perform its obligations under this Agreement.

    5.2. Each Party shall hold the other's Confidential Information in confidence, and, unless required by law, not make the other's Confidential Information available to any third party or use the other's Confidential Information for any purpose other than the implementation of this Agreement.

    5.3. This clause shall survive termination of this Agreement.

    6. Term and Termination

    6.1. The initial Term of this Agreement shall be one (1) year from the Effective Date.

    6.2. Either Party may terminate with 30 days' written notice; no refunds will be provided under any circumstances. Termination for cause requires a 15-day cure period.

    6.3. Termination by Licensor. Notwithstanding any other provision, the Licensor reserves the right to terminate this Agreement for any reason by providing one (1) day's written notice to the Licensee.

    6.4. The Licensor reserves the right to modify this Agreement at any time at its sole discretion.

    7. Honesty Policy & Outcome Guarantee

    Raises.com stands behind the ability of our systems to get customers results when customers spend the time utilizing, studying, and implementing what they learn in their company.

    Outcome: Raises.com guarantees that the debt portion of the raise can be fulfilled at 50% LTC (loan-to-cost) or greater for a cash-flowing project with real estate attached within 6 months, with debt providers expressing interest, ability, and willingness to fund your project through Raises.com's affiliate company, Raises.com LLC (NMLS ID: 2578088). However, we cannot guarantee the equity portion or any other aspect of the raise. The Licensee acknowledges and agrees that Raises.com cannot guarantee the results or effectiveness of any services rendered, except for debt providers' willingness to fund the debt portion of raises. This debt offer is only for US companies, and failure to follow Raises.com's instructions will result in no interest from debt providers.

    We do this to protect the value of our information and coaching. It is our responsibility to offer technology, strategies, training, and coaching to the best of our efforts.

    8. Non-Disparagement

    Prohibited Conduct: The Licensee agrees that they shall not, at any time during or after the Term of this Agreement, make, publish, or communicate to any person or entity, in any public forum or private medium (including but not limited to review sites and social media), any "Disparaging Remark" regarding Raises.com, its officers, employees, or affiliates.

    Definition of Disparaging Remark: For purposes of this Agreement, a "Disparaging Remark" means any statement, whether factual or opinion-based, that could reasonably be expected to adversely affect the reputation, goodwill, or commercial interests of the Company. This includes, without limitation, public expressions of critiques of service value or characterizations of the Company.

    Acknowledgement of Subjectivity: The Licensee acknowledges that the services provided are inherently subjective. By signing this Agreement, the Licensee waives any right to publicly criticize the quality or perceived depth of such services, and agrees instead to resolve all dissatisfaction through the private dispute resolution process outlined in this Agreement.

    Liquidated Damages: The Licensee acknowledges that any breach of this section will cause the Company harm that is difficult to quantify. Therefore, for each instance of a Disparaging Remark that remains public after the Company provides written notice and a twenty-four (24) hour opportunity to remove or retract it, the Licensee agrees to pay a reasonable liquidated damages amount per instance, intended as a genuine pre-estimate of reputational harm and the Company's mitigation and administrative costs, and not as a penalty. This obligation is in addition to any other rights or remedies available to the Company under this Agreement or applicable law.

    9. Optional AI Add-On Services

    The following optional add-on services are available to Licensees on a monthly subscription basis. These are not included in the base license fee and may be activated or deactivated at any time:

    AI Agent Add-On — $149/month: Includes advanced AI-powered analysis, document generation, financial modeling assistant, and chat-based advisory tools with a monthly credit allocation. Overage credits are available at published rates.
    Capital Call Center Add-On — $299/month: Includes AI-powered call center capabilities with automated outbound calling, lead qualification, call scripting, campaign management, and call recording/transcription. A 7-day free trial is available for new subscribers.
    Additional API Credits: Licensees may purchase additional API credit packages beyond their monthly allocation at published per-credit rates. Credit packages do not expire and roll over month-to-month.

    All add-on fees are billed monthly and may be cancelled with 30 days' notice. The Licensor reserves the right to adjust add-on pricing with 30 days' written notice.

    10. Disclaimers & Legal Services

    Provider is not a law firm and does not provide legal advice; it facilitates introductions to licensed legal professionals. The Website and Services are informational only and do not constitute investment, legal, tax, or accounting advice. Client should seek independent counsel.

    11. Communications & Onboarding

    Communications via email to support@raises.com; office hours 9am–5pm EST, responses in 24–72 hours. Access granted within one Business Day of Agreement execution.

    12. Governing Law & Jurisdiction

    This Agreement is governed by Delaware law. Disputes under $250,000 resolved by AAA arbitration; others litigated exclusively in Delaware courts.

    13. Confidentiality

    All nonpublic information is Confidential; Parties shall protect it with reasonable care. Obligations survive for five years post-termination.

    14. Media Release

    Client grants Provider a perpetual, royalty-free license to use Client's name, likeness, and testimonials for marketing, subject to confidentiality restrictions; revocable with 30 days' notice.

    15. Force Majeure

    Neither Party liable for delays due to Force Majeure Events, provided prompt notice and mitigation.

    16. Data Protection

    Parties comply with GDPR and CCPA; Provider implements industry-standard security controls.

    17. Indemnification & Limitation of Liability

    Client indemnifies Provider against claims from Client's breach; Provider indemnifies Client against Provider's gross negligence. Neither Party liable for indirect or consequential damages; Provider's liability capped at fees paid.

    18. Payment Details & Release of Claims

    Payment Details: Raises.com agrees to provide, and the Releasor agrees to accept, the sum of product paid for (the "Payment") as full and final payment for the following: As specified in the applicable invoice or service agreement.

    Release of Claims: In consideration of the Payment, the Releasor hereby forever releases, discharges, and acquits Raises.com, its directors, officers, employees, agents, and affiliates from any and all claims, demands, liabilities, obligations, or causes of action—whether known or unknown, past or present—arising out of or in any way connected to the goods, services, or agreements described in this section.

    19. Miscellaneous

    Assignment requires written consent (except to Affiliate). Parties are independent contractors. Non-solicitation applies for Term + 1 year. Waivers effective only if written. Headings for reference only.

    20. Entire Agreement

    This Agreement supersedes all prior understandings; amendments require written consent.

    RAISES.COM LLC (LICENSOR)

    Name: ____________________________

    Title: ____________________________

    Date: ____________________________

    LICENSEE

    Name: ____________________________

    Title: ____________________________

    Date: ____________________________

    © 2026 Raises.com LLC. All rights reserved.