Your Path to Capital — Simplified
361Firm's AI-powered platform connects you with 10K+ family offices, institutional investors, funds, and allocators. We can onboard your mandate in ~24 hours and launch you to the right investors immediately.
How Onboarding Works
From first form to investor introductions — here's the process.
Complete Your Onboarding Profile
Start at 361firm.com/onb. This gives us the key information — in your words and categories — for our AI-driven match-making, built on our Diagnostic submitted by 800+ allocators (plus 4K+ others in our network). Your profile also prompts our AI to curate "no-name" summaries that drive inbound investor inquiries.
Choose Your Level of Engagement
You can stop at Step 1 and simply attend our events at 361firm.com/events. Or, as an investment banking client, unlock more:
- Mandate Platform — Get featured to a curated universe of approved investors, with optional "no-name" visibility to all Qualified Persons on our platform.
- Launch Program — We proactively reach out to investors, inviting them to meet you 1:1 and via group Zooms.
- Allocator Sessions — Pitch at dedicated segments of our conferences and schedule 1:1 meetings.
- Event Panels & Breakouts — Be featured on panels at our events with a deep discount on fees.
Sign Engagement & Complete Due Diligence
After signing the Engagement Letter, submit key Due Diligence information via our compliance form — typically just 5–10 minutes if your materials are at hand.
Launch & Connect
We activate your mandate and begin introducing you to relevant, pre-approved investors through 1:1 calls, group Zooms, events, and bespoke road shows — all tailored to your capital goals.
Fees & Alignment
Transparent pricing designed to align our incentives with your success.
Launch Fee
$7.5K – $12K
Covers mandate placement, investor outreach, group Zooms, and event features. Optional retainer tiers available for proactive marketing and road shows.
Bespoke Events
We can create targeted, custom events and road shows for your firm, as mutually agreed.
For Companies
We can reduce the cash success fee in exchange for equity warrants, aligning for long-term value.
View Engagement Letter →
For Funds
We take a smaller upfront portion in exchange for participating in the carry, limited to the funds we help raise.
View Engagement Letter →
After signing, we submit key Due Diligence information to compliance based on this form. It typically takes just 5–10 minutes to complete if all information is at hand.
Get Matched
Meet Investors
Raise Capital
