Full Name *

Business Email *

No personal emails

Phone *

We will only call to confirm or reschedule. We don't run outreach campaigns from this number.

Company / Business Name *

Company Website *

What type of raise are you running, planning to run or have past experience with? *

Reg D 506(b) - currently raising: NOT considering switching to 506(c)

Reg D 506(b) — considering switching to 506(c)

Reg D 506(c) — currently raising

Reg D 506(c) — planning my next raise

Have you already filed your Form D? *

Yes, currently in market

No, but counsel is engaged and we're preparing to file

No, and we have not yet engaged counsel

Not applicable

Do you have an existing investor list, audience, or email database? *

Yes, more than 1,000 contacts

Yes, between 100 and 1,000 contacts

Yes, fewer than 100 contacts

No existing list

What is the realistic budget range you're operating with for this kind of engagement? *

What is the single biggest reason you're booking this call? *

One or two sentences is enough. What problem are you trying to solve, or what gap are you trying to close?

I understand this is a free 30 minute discovery call. If we determine there is a fit, the next step is a paid Business Intensive engagement. Lattice & Co. is not a broker dealer, placement agent, or investment adviser. Compensation is flat fee and retainer based, never tied to capital raised.

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