Let us create a customized fundraising plan for your business.

There are more options then ever to raise funds for your business.

Answer the few questions below to see how Localstake Marketplace can help you connect with individual investors, while creating the optimal funding structure for your business. We'll tailor a unique plan for you based on your preferences and needs.

This is the state in which your business is legally organized.

We will adapt your regulatory restrictions based on the audience of investors you're pursuing.

We offer options to raise funding from all types of investors, regardless of personal worth.

You can get feedback on interest and proposed terms before incurring full fundraising costs.

We can create required legal docs and manage compliance, or work with existing documents.

Phase 1: Cash Flow Analysis

Phase 1 Pricing

Start Now for Free

Review your current financial situation and make plans for future financing using our cash flow tools.


Connect directly to your bank and accounting data
Localstake Marketplace can automatically aggregate your financial data from resources you are already utilizing, no need for manual data entry.
Select from a variety of fundraising structures and terms
Review the offering terms available to your business, including equity and debt strategies. Use the Localstake Marketplace term builder tools to set preliminary terms based on your company's specific financial and operational progress. We will help you determine a market-ready offering structure to help entice investors. You can modify your terms later based on investor feedback.
Dedicated customer support and advisory via e-mail
24/7 email support with a dedicated advisor, providing assistance and best practices on fundraising for the entire time you use the Localstake Marketplace platform.
Benchmark your financial projections to industry data
We will help you create custom industry benchmarks based on your business model. Analyze how your revenue potential and margins stack up to comparable companies.
Business plan and investor pitch creation tools
Develop your business plan and create one pitch for all investors with our story building profile questions. Highlight your business for investors and explain how their investment will benefit the company.

Phase 2: Fundraise Setup

Phase 2 Pricing

Monthly subscription Start Now for Free

Build out your business plan and profile.


Compliance review
Our AML, OFAC and background checks bring additional credibility to your team and company to help build trust with potential investors.
Dedicated customer support and best practice advisory via e-mail and phone
Interface with a Localstake Marketplace advisor to supplement your work on the platform. We're available to provide feedback on offering structure, investor communication and closing. 24/7 email and phone support with a dedicated advisor for assistance and guidance to help you close investors.
Integrate and upload contacts
Add your existing networks to the Localstake Marketplace investor management dashboard. Organize your offline conversations in one place to get a comprehensive, real-time view on interest and commitment momentum. Skip the endless meetings and provide your investor prospects with calls-to-action to convert them from initial interest to closed investment.
Measure investor demand
Aggregate dollar commitments based on investor-validated terms so you can define the level of interest that exists and the probability of successfully closing funds. Pinpoint and organize committed interest across a broad set of investors.
Optimize investment terms through investor feedback
Distribute proposed terms across targeted investor segments for commitments or proposed counter terms. This creates market-based insights into how your proposed offering should be structured and priced so you can successfully raise funds with the optimal investment structure.
Communicate and track engagement with your target investor audience
The Localstake Marketplace investor management dashboard provides analytics on investor activity, and real time status on investor interest and commitments. See background information on investors and control who has access to the details on your profile.
Use legal templates developed by Localstake Marketplace or use your own

Phase 3: Fundraising

Phase 3 Pricing

Monthly subscription + % of funds raised or flat fee Start Now for Free

Market your fundraise, connect with investors, sign investment documents, and transfer funds. Localstake Marketplace will verify the eligibility of all investors.


Raise funds from accredited investors
The securities laws you will use to raise funds only allow accredited investors to invest, which represents less than 3% of the US population.
Raise funds from accredited and non-accredited investors
Since you are looking to advertise your fundraise to the public, expanding your investor audience beyond accredited investors will mean limiting your fundraise to residents of the state your business is registered in. Your other option would be to not advertise your fundraise publicly if you want your investor audience to allow any type of investor that is a US resident to invest.
Raise an unlimited amount
You are able to raise an unlimited amount, but you will only be able to raise funds from accredited investors
Raise up to $1 million
Investor verification
It is important for you to know who is investing in your company. We will verify the identity of all of your investors before they invest. In addition, we will collect the necessary documentation to prove that each investor is accredited, a requirement for investors investing in your business.
Collect electronic signatures
Investors will use our DocuSign integration to sign their investment documents and send them to you to approve and countersign. Then we'll store the executed documents for both your and the investor's records. These documents are their evidence of investment. We do not issue stock certificates, unless required by law.
Investment execution services and legal docs
We have worked with our outside legal counsel to create investment document templates for both corporations and LLCs to raise funds via revenue share securities, preferred equity, and convertible notes. Our software will take your information and populate these documents for you to use to raise funds from investors, saving you thousands of dollars in legal fees. We will manage the transfer of investor funds to your bank account once you reach your funding goal. Investors may send funds via check, wire, or electronic ACH. The one-time fee incurred at this stage covers the cost of the services provided in preparing your offering.
Single investor option
Utilize the single investor option to organize and streamline smaller-dollar investors in your fundraise through a single investor entity managed by an affiliate of Localstake Marketplace. This is not a standard service, but may be available. If you are interested, get in touch with us
Managed regulatory filings and compliance
We will manage all of your federal and blue sky law filing requirements, Painless legal and regulatory compliance. We'll set up your SEC EDGAR account, file Form D with SEC, and make any blue sky filings with states on your behalf. We will also do free tax credit administration, if required.
Broadcast your fundraise to your social media connections
Your fundraise will be publicly available.
Connect to your social networks to produce outreach messages about your fundraise. Use Localstake Marketplace templates to ensure messaging stays compliant with federal and state-level requirements.
You cannot broadcast your fundraise to your social media connections
You cannot broadcast your fundraise using social media.
Email campaigns to Localstake Marketplace investor community
We will not broadcast your fundraise to anyone.
By opening up your fundraise beyond people you know to the Localstake Marketplace community, your business profile will be visible to current Localstake Marketplace users and we will conduct email campaigns to introduce your business to our investor community.

Phase 4: Post-Fundraise

Phase 4 Pricing

Monthly subscription + % of funds distributed

Once you've fundraised, use Localstake Marketplace to distribute funds to investors (as applicable) and communicate with your investors.


Dedicated customer support and advisory via e-mail
24/7 email support with a dedicated advisor, providing assistance and best practices on fundraising for the entire time you use the Localstake Marketplace platform.
Provide investor updates
Use our investor updates tools to stay connected with your investor base. Keeping investors updated will give you a higher likelihood of being able to raise funds in the future and keep your investors informed on how they can help your business grow.
Make payments to investors
We can manage and facilitate any necessary payments back to your investors through our payment processing platform.
Investor management
If your investors are pooled into an entity that we manage, we will handle tax document administration and other necessary procedures for you.
Continue to connect with new and existing investors
Keep an active profile on Localstake Marketplace to keep both your existing and new investors engaged. This will help in the future should you choose to raise additional funds.

Get the tools and hands-on advice you need to raise funds successfully

Localstake Marketplace will help you connect with investors, close funding and get back on the road to growing your business.

Start Fundraising

Connect with and invest in ambitious local businesses

Localstake Marketplace will connect you with unique investment opportunities in growing businesses.

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Important Disclosures: localstake.com is a website owned by Stake Management LLC (“Stake Management”), which licenses SaaS tools and technology to a variety of issuers, broker-dealers, investment advisers, financial institutions and other entities. Stake Management is not a broker dealer, funding portal or investment advisor. The permitted use of Stake Management’s technology should not be interpreted as an endorsement or recommendation of any issuer, offering, or technology licensee. The Localstake Marketplace Platform operates under a technology license from Stake Management.

All offerings of securities are made through Localstake Marketplace, a registered broker dealer and funding portal, and member of FINRA and SIPC. Stake Management and Localstake Marketplace are hereinafter referred to collectively as the "Localstake Marketplace Platform Operators", unless otherwise specified.

The Localstake Marketplace Platform Operators do not provide legal advice, tax advice, or make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are private placements. Private placement investments are NOT bank deposits (and thus NOT guaranteed or insured by the FDIC, by a bank, or by any other federal governmental agency), and are NOT guaranteed by the Localstake Marketplace Platform Operators or any of their collective affiliates, owners, managers or members. Private placements of securities such as those displayed on this website MAY lose value. There is NO guarantee of a return on your investment and investors must be able to afford the loss of their entire investment. Neither the Securities and Exchange Commission (SEC) nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through this website. Nothing on this website shall constitute an offer to sell, or a solicitation of an offer to subscribe for or buy, any securities to any person in any jurisdiction to whom or in which such offer or solicitation is unlawful.

Any financial projections or returns shown on the website are illustrative examples only. Any investment information contained herein has been secured from sources the Localstake Marketplace Platform Operators believe are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell by issuers on Localstake Marketplace or the solicitations of offers to buy by investors on Localstake Marketplace, any security are only made through official offering materials that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help to understand and assess the risks associated with an investment opportunity. Please review the risks of investing in private placements on Localstake Marketplace.