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 | 3-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 |