Syndication Mastery

Legal Frameworks & Capital-Raise Strategies

Unlock the power of legally sound syndication. From structuring deals to navigating securities regulations, our team helps sponsors raise capital with confidence.

Build Smarter Syndications with Legal Precision

Syndication offers incredible opportunities for sponsors to pool investor capital and scale projects fast. But with opportunity comes regulation. At Raise, we simplify complex securities laws, operating agreements, and investor frameworks so you can focus on growth — not compliance headaches.

Securities compliance (Reg D, Reg A+, Reg CF)
Deal structuring and entity formation
Investor relations and disclosure
Ongoing compliance and reporting

What We Cover in Syndication Law

1. Securities Compliance

Navigating SEC regulations can be complex, especially when dealing with offerings under Reg D, Reg A+, or Reg CF. Our legal team ensures your syndication complies with federal and state securities laws, prepares Form D filings, and advises on investor qualification standards. We make sure your capital raise stays fully compliant while maintaining flexibility in how you promote and structure your deal.

2. Entity Structuring

Every successful syndication begins with the right legal foundation. We help you establish the ideal entity type—LLC, LP, or corporation—based on your project’s goals, investor type, and tax strategy. Our attorneys structure ownership, management, and profit distribution models that protect sponsors while aligning with investor expectations and long-term scalability.

3. Operating Agreements

A strong operating agreement is the backbone of every syndication. We draft and review customized documents that clearly define sponsor responsibilities, investor rights, profit-sharing terms, and exit strategies. Our goal is to protect all parties while minimizing future disputes, ensuring your operations run smoothly and transparently from the first contribution to the final payout.

4. Capital Raise Strategy

Raising capital the right way requires both strategic planning and legal precision. We help you design compliant investor funnels, craft effective offering materials, and prepare Private Placement Memorandums (PPMs) that meet SEC disclosure requirements. Whether you’re working with accredited investors or pursuing a broader offering, we ensure your raise aligns with your vision and regulatory obligations.

Why Sponsors Trust RaiseLaw

Experienced Attorneys with deep expertise in securities and real estate law.
End-to-End Legal Support from formation to fundraising and ongoing compliance.
Industry Insight — we work with leading fund managers and developers nationwide.
Transparent Pricing — no surprises, just clear, strategic guidance.

Our Proven Process for Legally Sound Syndications

At Raise, we’ve developed a streamlined, results-driven process that helps sponsors move from concept to capital with confidence. Each step is designed to simplify the legal complexity of syndications while protecting your interests, investors, and long-term growth potential. From the first strategy call to ongoing compliance support, we act as your legal partner every step of the way.

2. Legal Structuring

Once your strategy is defined, our team focuses on building the proper legal framework for your syndication. We guide you in selecting the right entity type—LLC, LP, or corporate structure—and draft formation documents that establish clear sponsor and investor relationships. Our attorneys craft operating agreements, partnership documents, and PPMs that meet SEC requirements while maintaining flexibility for future growth. This is where your syndication moves from idea to actionable, compliant structure.

1. Consultation & Strategy

Every syndication begins with understanding your unique vision and investment goals. During our initial consultation, we take the time to learn about your target investors, project scope, and fundraising timeline. We identify the most appropriate securities exemptions, discuss potential risks, and outline a clear legal roadmap for your capital raise. This step ensures that every future decision—legal or strategic—is aligned with your overall business objectives.

3. Compliance Setup

With your structure in place, we handle all critical compliance components to ensure your offering is SEC-ready. This includes preparing and filing Form D, ensuring all investor disclosures meet federal and state standards, and advising on the use of general solicitation under Reg D 506(c) or private placement under 506(b). We also assist in developing investor qualification procedures and review all marketing and communication materials to ensure they adhere to securities law standards.

4. Launch & Support

After the legal groundwork is complete, we continue to support you through the launch and management of your syndication. From closing your first investor to managing ongoing reporting and compliance, our team remains available for guidance and document updates. We provide continued counsel as your project evolves, ensuring that each phase—from investor onboarding to exit strategies—remains fully compliant and aligned with your business growth.

Ready to Raise Capital the Right Way?

Let’s structure your next syndication to protect your interests and accelerate your raise.

Frequently Asked Questions

What is a real estate syndication?

A real estate syndication allows multiple investors to pool funds for a larger project, with sponsors managing the deal and sharing returns.

What’s the difference between Reg D 506(b) and 506(c)?

506(b) allows up to 35 non-accredited investors but prohibits general solicitation; 506(c) allows advertising but only to verified accredited investors.

Do I need a lawyer for syndication?

Yes — syndications involve securities laws, entity formation, and investor agreements. Legal missteps can lead to serious penalties.

Can Raise help with investor documents?

Absolutely. We handle Private Placement Memorandums (PPMs), Operating Agreements, Subscription Docs, and more.

10. What happens if I don’t comply with securities law?

Fund Foundations 101