White Label Software

    White Label Capital Raising CRM, Launch Under Your Brand in 14 Days

    Resell our entire stack, AI investor outreach, LP CRM, pitch deck builder, PPM workflow, dataroom, under your domain, your logo, your pricing.

    TL;DR

    A turnkey capital raising platform you resell as your own product. Your domain (e.g. capital.youragency.com), your branding, your pricing. We host, maintain, and update, you keep 100% of customer revenue. Live in 14 days.

    Book a strategy call See pricing$3,339 one-time setup + $497/mo platform fee
    • Live in 14 business days
    • Your domain + branding
    • Multi-tenant, unlimited clients
    • 100% of customer revenue is yours

    The problem

    Capital raising consultants and fundraising agencies hit a ceiling at $30K–$80K/mo because every client requires custom workflows, spreadsheet CRMs, manual outreach, and you re-build the same infrastructure for every engagement. Building software in-house = 18 months and $400K minimum before launch.

    What we do

    License our production capital raising platform white-labeled. Your clients log into a CRM with your logo at your domain. They see no Raises.com branding anywhere. We handle hosting, maintenance, security, and feature releases, you handle sales and pricing. Add unlimited client seats.

    What's included

    • Your domain (e.g. capital.youragency.com)
    • Your logo + brand colors throughout
    • AI-personalized investor outreach engine
    • family office LP CRM (or import your own)
    • Pitch deck builder + dataroom
    • PPM workflow + accredited verification
    • Email + SMS + LinkedIn integrations
    • Multi-tenant client account management
    • Hosting, security, updates included

    How it works

    1. 1

      Onboarding call (Day 1)

      Confirm domain, brand assets (logo, colors, copy), and pricing tiers you want to charge clients.

    2. 2

      Brand setup (Day 2–7)

      Subdomain DNS, SSL, branded login, branded transactional emails, custom favicon.

    3. 3

      Workflow customization (Day 7–12)

      Default outreach sequences, CRM stages, and dashboard tiles configured to your agency's methodology.

    4. 4

      Launch (Day 14)

      First 3 client accounts provisioned. Your team trained. You start onboarding clients.

    Best fit for

    • Capital raising consultants scaling past $30K/mo
    • Fundraising agencies serving 10+ sponsor clients
    • M&A advisors who want to add ongoing software revenue
    • Family office service providers building a tech moat

    Not a fit if

    • Single-deal sponsors (use the platform directly instead)
    • Pre-revenue agencies without paying clients
    • Anyone wanting source code (this is a SaaS license, not a code transfer)
    Real result

    $31K MRR added in 90 days

    M&A advisory firm rebranded the platform as their proprietary tool, added it to their $5K/mo client retainers as a tech-enabled deliverable.

    Frequently asked questions

    No. Every screen, email, login, and document is branded as your product. We don't appear in the UI, footer, transactional emails, or domain. The only place 'Raises.com' appears is in the master service agreement you sign with us, never in your client contracts.
    Yes, completely. You set monthly subscription tiers, one-time setup fees, and discounts. Common pricing: $497–$1,497/mo per client seat. You keep 100% of the revenue minus the $497/mo platform fee.
    By default no, that's our proprietary asset. Two options: (1) Your clients import their own LP lists and run outreach against those, or (2) Add the 'LP Database' upgrade ($997/mo per client) which grants them filtered access to our CRM.
    Tier 1 support (your branding) is your team. Tier 2 (escalations, technical bugs) escalates to us via private Slack, typically 4-hour response. Critical platform outages get same-hour response. Full SLA in the master agreement.
    Yes, Flagship Whitelabel includes 8 hours/quarter of custom feature development. Beyond that, custom work is billed at $250/hr or quoted as fixed-fee projects. Common customizations: client-specific outreach sequences, custom dashboards, integration with your existing CRM.
    30-day notice. We export all your client data (CSV + JSON) and revoke access. Your clients keep their data, they just lose the platform. Most agencies migrate clients to a competitor or offboard over a 60-day window before final shutdown.

    Related services & guides

    Whitelabel Agreement Capital Advisory Retainer Family Office Investor Outreach Fund Formation Services Pricing About Raises.com

    Ready to start your raise?

    Book a strategy call. We'll tell you in 30 minutes whether this service fits your raise, and what it'll cost.

    Book a strategy call See pricing

    Raising the money to buy a business? Start with the 2026 guide or see how Raises.com structures and raises the capital.