Investment Banking Platform

Your Path to Capital
Simplified

361Firm's AI-powered platform connects you with 11,000+ family offices, institutional investors, and allocators. We can onboard your mandate in ~24 hours and launch you to the right investors immediately.

Start OnboardingSee the Process
11,000+
Members
40+
Mandates
140+
Cities
~24 hrs
Onboard to Launch

Raising capital

Steps to Onboard and Launch

Here are 361Firm's key steps for raising capital (see Deck (opens in a new tab)).

  1. Step 1A. Thoughtfully Onboard

    Share your deal basics in your words and categories at 361firm.com/onboard.

  4. Step 3. Invoice for Onboarding Fee

    Once the invoice is received, compliance will commence reviewing the Due Dil and Marketing Materials, which typically takes 24 hours.

  5. Step 4. Latest Marketing Materials and Data Room

    Please send (or re-send), in PPT or PDF, the full Presentation Decks and any Short Form Decks or Teasers, plus any other key collateral you might wish us to share with our target investors.

  6. Step 5. Investor Target List

    While waiting for compliance approval, we will send our initial list of proposed investor prospects for your review and approval.

  7. Step 6. Your Draft Cover Note on Your Funds

    We typically forward your draft email with a note to encourage the target investor to take a meeting or join a group Zoom to introduce you.

  8. Step 7. Your Availability for Intro Zooms for Investors

    Let us know days/times that could work and we will start to schedule the initial Zoom with Investors.

  9. Step 8. In-Person Events, plus a Deep Dive via Zoom

    At the in-person events, we can feature you on a panel as well as typically give you a window to pitch, plus a Deep Dive via Zoom.

  10. Step 9. Kickoff Call

    Once we have all or most of the above in hand, we find it useful to have another call to discuss the game plan and any outstanding items.

Our Edge

Unlike traditional placement agents running systematic roadshows, we leverage a living community to create organic, relationship-driven introductions.

Community-Driven
11,000+ network of family offices, institutional investors, funds, and founders — not a cold database. Real relationships that lead to real meetings.
AI-Powered Matching
800+ allocators have completed our proprietary diagnostic. Our AI matches your profile against actual investor preferences — not guesswork.
Aligned Incentives
We start with a test-the-waters approach. Success fees align our interests. Retainers are triggered by traction — so we earn your trust first.
Multi-Channel Access
1:1 introductions, Group Zooms, weekly programs, conferences, Allocator Sessions, panels, and bespoke events — multiple paths to the right investors.
Transparent Process
Clear steps, honest pricing, no exclusivity lock-in. You see the investor list, you approve every outreach, and you own the relationships.
Speed to Market
Onboard in a day, compliance in hours, pre-marketing in a week. We move fast because capital markets don't wait.

Fees & Engagement Levels

Transparent pricing designed to align our incentives with your success. Start small, scale as traction builds.

Test the Waters
Onboard & Launch
$7.5K–$12Kone-time
Background checks & internal due diligence
Marketing materials review (compliance & red flags)
AI-powered Investor Prospect list
Named version on mandate pipeline (with approval)
At least one Group Zoom with investors
Introduce to banker syndicate in Zooms
Pre-marketing pitch practice
Post-pitch recording & transcript
50% discount on events
Initial strategy call + post-Zoom debrief
Get Started
Steady Momentum
Ongoing Support
$1.5K–$2.5Kper month
Everything in Onboard & Launch
Updated materials review regularly
Monthly investor prospect list updates
Monthly Group Zoom with investors
Monthly banker syndicate introductions
Monthly post-pitch feedback & updates
70% discount on events
Monthly client status call
Compliance edits on video pitches
Get Started
Most Popular
Full Acceleration
Active Marketing
$5K–$25Kper month
Everything in Ongoing Support
Dedicated bankers with regular strategy calls
Deeper diagnostic including slide editing
Ongoing proactive research on prospects
Active outreach including phone calls
Special investor introduction calls
Full video pitch production & editing
80% discount on events
Host bespoke lunches & events (included)
Roadshows (included)
Ongoing proactive feedback & strategy
Get Started

Success Fee: A percentage of capital raised. For companies, we can reduce the cash portion in exchange for equity warrants. For funds, we can participate in the carry limited to capital we raise.

Common Questions

Do you require exclusivity?
No. 361 does not require overall exclusivity — only on investors introduced via 361. You remain free to work with other placement agents or raise independently.
What if I just want to test the waters?
The Onboard & Launch option is designed exactly for that — minimal cost commitment to see if there's traction. If we raise initial capital, that success can trigger a more aggressive marketing engagement.
Will you share investor emails with me?
Investors typically prefer we don't share their emails upfront, but we facilitate introductions and share contacts as soon as the investor engages. Once connected, you build the relationship directly.
How do success fees work?
We charge a percentage of capital raised. For companies, we can reduce the cash portion in exchange for equity warrants. For funds, we can take a smaller upfront portion in exchange for participating in the carry, limited to the funds we raise.
Can I just attend events without becoming a banking client?
Absolutely. You can complete Step 1 (onboarding) and simply attend our events and weekly programs. Becoming an investment banking client unlocks the full suite of services.
How long until I meet investors?
After onboarding and compliance (typically 1–2 days), we can begin pre-marketing within the first week and launch Group Zooms within 2–4 weeks. For active retainer clients, introductions are continuous.

Ready to Get Started?

Complete this quick walkthrough to begin the onboarding process. We'll match you with relevant investors and be in touch to schedule your first call.

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How 361Firm Works | 361Firm