USA REIT Markets Concierge Service

Institutional infrastructure for the emerging General Partners

CapitalTech delivers the capital structuring, offering documentation, Capital Raising assistance, and investor relations infrastructure that mid-market General Partners need to compete for institutional LP capital — without institutional advisory fees.

CapitalTech, LLC

Private Capital Markets Advisory & Fund Management

GP Advisory Services

Institutional Capital. Emerging GP Reach.

Institutional infrastructure for the emerging GP.

CapitalTech delivers the capital structuring, offering documentation, and investor relations infrastructure that mid-market General Partners need to compete for institutional LP capital — without institutional advisory fees.

AT A GLANCE

Reg D 506(c)

Reg D expertise across fund structures, sidecars & offshore tranches

Full-Scope

PPMs, PIDDs, pro formas, pitch decks & legal agreements

Entity Alliance

Advisory, placement & marketing — clearly separated by compliance design

ADVISORY SERVICES FOR GENERAL PARTNERS

Capital Structure Design Command Stack™ architecture pairing enterprise-level Reg D or Reg A+ funds with project-specific sidecar LLCs to optimize investor access at every tier.		PPM Preparation Full-scope offering memoranda covering terms, risk factors, GP/LP waterfall mechanics, preferred return structures, and affiliated party disclosures.

Pro Forma Financial Modeling IRR/equity multiple projections, Class A/B distribution waterfalls, ODPA tier architecture, and capital call schedules calibrated to deployment timelines.		Securities Offering Structuring Optimal exemption pathway advisory across Reg D 506(b)/(c), Reg A+ Tier 2, and Reg S offshore — matched to investor base, capital target, and timeline.

Investor Relations Materials Pitch decks, investor memos, one-pagers, PIDs, and PIDDs — all formatted to institutional standards via USA REIT Markets, LLC.		RSA Structuring Revenue Sharing Agreements as a debt-alternative instrument — including the full Originate–Hold–Sell cycle and tokenized RSA infrastructure.

Tokenized Securities Integration Tokenized preferred units with Reg D/Reg S compliance wrappers, Cayman Islands SPV integration, and hybrid instrument documentation.		Sidecar SPV Formation Project-level LLC and offshore SPV documentation — operating agreements, subscription agreements, investor questionnaires, and bad actor certifications.

Placement Agent Coordination All FINRA-regulated securities activities managed exclusively through Mallory Capital Group. CapitalTech ensures offering documents are placement-ready at handoff.		Engagement Agreement Execution Formalized advisory engagement structures with clearly defined scope, fees, success compensation, and role separation protecting all parties.

THE COMMAND STACK™ ARCHITECTURE

The Command Stack™ Architecture

CapitalTech’s proprietary two-tier private capital structure pairs an enterprise-level fund with a project-specific sidecar LLC, enabling GPs to build an investor base at scale while deploying capital with deal-level precision.

Tier 1 — Enterprise Fund: Reg D 506(c) or Reg A+ entity-level raise. Establishes investor base, brand, and GP track record.

Tier 2 — Project Sidecar LLC: Deal-specific SPV layered beneath the enterprise fund. Enables targeted co-investment at the asset level.

THE THREE-ENTITY ALLIANCE

ADVISORY & STRUCTURING

CapitalTech, LLC

Non-broker-dealer. Fund design, offering documentation, pro formas, and capital markets strategy.

SECURITIES PLACEMENT

Mallory Capital Group

FINRA-registered broker-dealer. Exclusive placement agent for all CapitalTech-structured securities offerings.

MARKETING & INVESTOR RELATIONS

USA REIT Markets, LLC

Digital marketplace and investor relations platform supporting all fund marketing activities.

This material is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security. Securities activities conducted exclusively through Mallory Capital Group, Member FINRA/SIPC. CapitalTech, LLC is not a registered broker-dealer.

Kyle Meyer

Managing Director

CapitalTech, LLC

954-650-6798

kmeyer@capitaltechlp.com

CapitalTech

Structured Capital. Intelligent Execution.

Dear Clients,

I appreciate the opportunity to learn more about your business and your capital needs.

I want to take a moment to explain how our team approaches raising capital, because it’s a little different than what most people expect.

When we work with a client, We don’t just “help raise money.” we step in as a partner in the process.

We work with you, and for you, to structure your opportunity, position it properly, guide it through the market, and ensure it is executed in a compliant manner so it has the highest probability of attracting capital.

How we Think About Capital Raising

I often describe this process like a guided safari.

You have the asset. You have the vision. But the market—the capital markets—that’s the wild.

Capital isn’t sitting still waiting for your deal. It moves. It reacts. It only comes into range under the right conditions.

What we do is help you:

– Get into the right terrain

– Structure the opportunity correctly

– Present it in a way investors understand and trust

– Ensure the offering is positioned within proper regulatory and compliance frameworks

– Stay disciplined throughout the process

Because in this business, you don’t control exactly when capital commits—

you control whether you’re properly positioned when it does.

How we Work With You

If we move forward together, I’ll be directly involved in:

– Evaluating your opportunity and capital strategy

– Structuring the deal so it aligns with investor expectations and regulatory requirements

– Developing clear, professional, and compliant materials

– Coordinating how the opportunity goes to market within appropriate guidelines

– Staying engaged through the process until capital is secured

Our role is to take what you have and turn it into something that investors can actually act on—while maintaining a disciplined and compliant approach to the capital markets.

Institutional infrastructure for the emerging General Partners

CapitalTech delivers the capital structuring, offering documentation, Capital Raising assistance, and investor relations infrastructure that mid-market General Partners need to compete for institutional LP capital — without institutional advisory fees.

Structured Capital. Intelligent Execution.

Dear Clients,

I appreciate the opportunity to learn more about your business and your capital needs.

I want to take a moment to explain how our team approaches raising capital, because it’s a little different than what most people expect.

When we work with a client, We don’t just “help raise money.” we step in as a partner in the process.

We work with you, and for you, to structure your opportunity, position it properly, guide it through the market, and ensure it is executed in a compliant manner so it has the highest probability of attracting capital.

How we Think About Capital Raising

I often describe this process like a guided safari.

You have the asset. You have the vision. But the market—the capital markets—that’s the wild.

Capital isn’t sitting still waiting for your deal. It moves. It reacts. It only comes into range under the right conditions.

What we do is help you:

– Get into the right terrain

– Structure the opportunity correctly

– Present it in a way investors understand and trust

– Ensure the offering is positioned within proper regulatory and compliance frameworks

– Stay disciplined throughout the process

Because in this business, you don’t control exactly when capital commits—

you control whether you’re properly positioned when it does.

How we Work With You

If we move forward together, I’ll be directly involved in:

– Evaluating your opportunity and capital strategy

– Structuring the deal so it aligns with investor expectations and regulatory requirements

– Developing clear, professional, and compliant materials

– Coordinating how the opportunity goes to market within appropriate guidelines

– Staying engaged through the process until capital is secured

Our role is to take what you have and turn it into something that investors can actually act on—while maintaining a disciplined and compliant approach to the capital markets.

A Straightforward Perspective

No one can guarantee a capital raise.

What we can do is:

– Bring structure to the process

– Position you correctly

– Help ensure compliance with applicable securities frameworks

– Get you in front of real capital

– Stay with you through execution

That’s what gives you the best chance of success.

How we Get Paid

There is an upfront component to cover the work required to properly structure, prepare, and position your opportunity.

Beyond that, we earn a success fee through Mallory Capital Group (typically 4%) only if you successfully raise capital.

Simply put: we don’t get paid unless you succeed in raising capital.

This process takes discipline, clarity, and the right approach.

Our job is to make sure you’re not going into the market alone, unprepared, or exposed from a compliance standpoint.

We guide the process, work alongside you, and focus on one outcome—helping you successfully and properly raise capital.

If this approach resonates with you, we would be happy to take the next step and begin working through your opportunity together.

Sincerely,

Kyle Meyer

CapitalTech, LLC