Investment Banking Platform

Your Path to Capital
Simplified

361Firm's AI-powered platform connects you with 10K+ family offices, institutional investors, and allocators. We can onboard your mandate in ~24 hours and launch you to the right investors immediately.

Start Onboarding See the Process

10K+

Family Offices & Investors

800+

Allocator Diagnostics

~24 hrs

Onboard to Launch

4K+

Additional Contacts

How It Works

From first form to investor introductions — a clear, proven process designed to get you in front of the right capital partners.

STEP 1~15 min

Onboard Your Firm

Complete a streamlined profile that captures your fund or company in your words and categories — everything our AI needs to start matching.

Fill out basics: asset class, geography, deal size, one-line pitch

Upload your teaser or pitch deck

Approve (or not) sharing a "no-name" summary with 4K+ allocators for inbound interest

Our AI syncs your profile with 800+ allocator diagnostics instantly

Start Onboarding

STEP 2~30 min

Sign Engagement & Compliance

Sign your engagement letter and submit compliance materials — typically 5–10 minutes if your documents are at hand.

Review and sign the Engagement Letter (Company or Fund version)

Pay the one-time Onboard & Launch fee

We submit to our Broker-Dealer platform (Finalis) within 30 minutes

Background checks and compliance typically clear in 4–24 hours

Company Engagement Letter Fund Engagement Letter

STEP 31–2 days

Preparation & Materials Review

We review your marketing deck, build your AI-powered investor profile, and prepare a curated prospect list for your approval.

Share your marketing deck, teaser, and cover note

All materials uploaded to our AI platform for initial assessment

We provide feedback to refine messaging and positioning

We prepare an Investor Prospect List based on AI matching + our network

You review and approve the target investors — we are not exclusive

STEP 41–2 weeks

Pre-Marketing & Feedback

We start with targeted outreach to a small group of investors, collecting candid feedback to sharpen your pitch before the wider launch.

1–2 initial investor calls to test positioning and collect feedback

AI platform sends consults to matched investors

We create an Initial Investor Memo (pros, cons, areas to improve)

Pitch practice, compliance edits, and messaging refinement

STEP 52–4 weeks

Launch & Investor Introductions

We go live — inviting approved investors in waves, from targeted 1:1s to Group Zooms, expanding outreach as we build conviction.

Invite approved investors to meet you 1:1 or via Group Zooms

Outreach expands in waves — bigger and wider as conviction builds

Incorporate you into 361 community events as a thought leader

Access Allocator Sessions at conferences to pitch directly

70% discount on all 361 event participation

View Events

STEP 6Ongoing

Ongoing Support & Growth

Follow-up is critical. We continue curating introductions, expanding the investor list, and meeting with you to track progress and strategy.

Monthly status calls and investor feedback reports

Continued AI-curated introductions as new investors join our network

If we raise initial capital, this can trigger an Active Marketing retainer

Dedicated bankers, proactive outreach, roadshows, and bespoke events

You can stay at base support level or scale up as traction builds

Schedule a Call

Our Edge

Unlike traditional placement agents running systematic roadshows, we leverage a living community to create organic, relationship-driven introductions.

Community-Driven

10K+ network of family offices, institutional investors, funds, and founders — not a cold database. Real relationships that lead to real meetings.

AI-Powered Matching

800+ allocators have completed our proprietary diagnostic. Our AI matches your profile against actual investor preferences — not guesswork.

Aligned Incentives

We start with a test-the-waters approach. Success fees align our interests. Retainers are triggered by traction — so we earn your trust first.

Multi-Channel Access

1:1 introductions, Group Zooms, weekly programs, conferences, Allocator Sessions, panels, and bespoke events — multiple paths to the right investors.

Transparent Process

Clear steps, honest pricing, no exclusivity lock-in. You see the investor list, you approve every outreach, and you own the relationships.

Speed to Market

Onboard in a day, compliance in hours, pre-marketing in a week. We move fast because capital markets don't wait.

Fees & Engagement Levels

Transparent pricing designed to align our incentives with your success. Start small, scale as traction builds.

Test the Waters

Onboard & Launch

$7.5K–$12Kone-time

Background checks & internal due diligence

Marketing materials review (compliance & red flags)

AI-powered Investor Prospect list

Named version on mandate pipeline (with approval)

At least one Group Zoom with investors

Introduce to banker syndicate in Zooms

Pre-marketing pitch practice

Post-pitch recording & transcript

50% discount on events

Initial strategy call + post-Zoom debrief

Get Started

Steady Momentum

Ongoing Support

$1.5K–$2.5Kper month

Everything in Onboard & Launch

Updated materials review regularly

Monthly investor prospect list updates

Monthly Group Zoom with investors

Monthly banker syndicate introductions

Monthly post-pitch feedback & updates

70% discount on events

Monthly client status call

Compliance edits on video pitches

Get Started

Your Capital-Raising Journey

A clear path from first conversation to capital raised — with decision points built in so you stay in control.

Onboard

Complete profile, upload materials

Start here — takes ~15 minutes

Compliance

Sign engagement, background check clears

4–24 hours

Prep

Materials reviewed, investor list curated

1–2 days

Pre-Marketing

Initial investor calls, feedback collected

1–2 weeks

Launch

Group Zooms, 1:1 intros, event integration

2–4 weeks

Traction

If capital raised, consider Active Marketing

Decision point

Scale

Dedicated bankers, roadshows, bespoke events

Ongoing

Common Questions

Do you require exclusivity?

No. 361 does not require overall exclusivity — only on investors introduced via 361. You remain free to work with other placement agents or raise independently.

What if I just want to test the waters?

The Onboard & Launch option is designed exactly for that — minimal cost commitment to see if there's traction. If we raise initial capital, that success can trigger a more aggressive marketing engagement.

Will you share investor emails with me?

Investors typically prefer we don't share their emails upfront, but we facilitate introductions and share contacts as soon as the investor engages. Once connected, you build the relationship directly.

How do success fees work?

We charge a percentage of capital raised. For companies, we can reduce the cash portion in exchange for equity warrants. For funds, we can take a smaller upfront portion in exchange for participating in the carry, limited to the funds we raise.

Can I just attend events without becoming a banking client?

Absolutely. You can complete Step 1 (onboarding) and simply attend our events and weekly programs. Becoming an investment banking client unlocks the full suite of services.

How long until I meet investors?

After onboarding and compliance (typically 1–2 days), we can begin pre-marketing within the first week and launch Group Zooms within 2–4 weeks. For active retainer clients, introductions are continuous.

Ready to Get Started?

Complete this quick walkthrough to begin the onboarding process. We'll match you with relevant investors and be in touch to schedule your first call.

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Prefer to talk first? Schedule a Call

Company Engagement Letter Fund Engagement Letter Event Schedule