Are you a broker dealer?

No. Lattice & Co. is a digital infrastructure firm. We do not introduce investors, recommend securities, or take subscriptions. Capital introduction and broker dealer functions are handled by your existing relationships or a separately engaged FINRA registered firm.

Do you provide securities counsel?

No. We are not a law firm and do not provide legal advice. Every deliverable we produce, including ad copy, registration pages, webinar scripts, and follow up sequences, is sent to your securities counsel for review and approval before it goes live. If you have not retained counsel, you are not yet ready to engage Lattice.

How is the Roadshow Engine different from a marketing agency build?

Most marketing agencies optimize one piece of the funnel at a time: a new ad creative, a new landing page, a webinar rebuild. The Roadshow Engine is built as an eight stage system, engineered together against the Reg D regulatory frame, with every stage reviewed by your counsel before launch. The difference is structural. An agency builds parts. Lattice builds the machine.

What does our current funnel get audited against in the Business Intensive?

Against the eight stage pattern library extracted from four EDGAR validated Reg D issuers. Each stage of your existing funnel is mapped against the patterns documented in the library, scored for conversion architecture, and flagged for compliance exposure. You leave the Business Intensive with a written scope showing exactly which stages are working, which are broken, and what a complete build looks like.

I am raising under 506(b) and want to evaluate switching to 506(c). Where do we start?

The Discovery Call. The decision to switch from 506(b) to 506(c) is structural, not just regulatory. Counsel handles the offering restructure. Lattice helps you evaluate whether the marketing infrastructure required to make general solicitation work actually fits your raise, your team, and your timeline. We do not recommend the switch in either direction. We help you decide before you file.

What does engagement cost?

The Business Intensive is a flat fee, paid in advance, and credited toward a build engagement if you choose to proceed. The Roadshow Engine build is fixed scope and flat fee, scoped during the Business Intensive against your specific raise. We do not work on percentage of capital raised, commission, or any structure tied to investment outcomes. Compensation is never tied to capital raised. Specific pricing is shared on the Discovery Call once we confirm the fit.

How long is the build?

Eight weeks from kickoff to delivery for a standard engagement. The build runs in fixed sequence against the eight-stage frame. The timeline is fixed at scoping. We do not run open-ended engagements.

Who owns the system after we deliver it?

You do. The infrastructure is built inside your accounts: your CRM, your ad accounts, your webinar platform, your email and SMS systems. SOPs are documented and transferred to your team. We do not retain ownership, charge ongoing platform fees, or lock the build behind any Lattice owned account. The handoff is the deliverable.

What if I am already running ads? Do we start over?

Not necessarily. The Business Intensive audits your existing creative, landing pages, and follow up sequences against the pattern library. Where your existing assets are working and compliant, we integrate them. Where they are misaligned with the engine architecture or carry compliance exposure, we rebuild. The scope is set during the Business Intensive, not assumed up front.

Division I · The Roadshow Engine

You closed your last round. The same forty LPs picked up the phone. The new ones never called back.

An eight-stage digital roadshow, engineered against the Reg D regulatory frame and reviewed by your securities counsel before launch. Built for sponsors who already know what static decks, PDF teasers, and the same rolodex can't close.

Book a Discovery Call

See the 8 Stages ↓

SYS · 01 PATTERN LIB EDGAR · VALID ∮ ENGINE

Stages

Proof Anchor

Phoenix Energy · $1.5B

Reverse-engineered offering EDGAR ✓

EDGAR · Validated

Counsel reviewed before launch

Flat fee · never % of capital

Reg D 506(c) infrastructure

the market

The lane is open. The capital is already moving.

Capital raised · Rule 506(c) · 2025: $142.6B (including pooled funds)

^$142.6B FY . 2025

One hundred forty-two billion dollars moved through general-solicitation Reg D in 2025. Most of it moved the slow way: static decks, PDF teasers, and webinars built like 1990s direct-mail pieces.

SEC.GOV · EDGAR · FORM D · 34,553 FILINGS · 11.5% UNDER 506(c)

Market Composition · 2025

SEC · DERIVED

34,553

Volume

Reg D offerings filed in 2025, all exemptions

11.5%

lane

Filed under Rule 506(c), the general-solicitation lane (3,989 offerings)

$2.0M

median

Median 506(c) offering size, the long tail of the market

Source: SEC DERA, Regulation D Offering Statistics, updated March 2026.

The Two Markets

We serve issuers already in 506(c), and issuers ready to switch.

Two markets. One machine. The decision between staying in 506(b) and switching to 506(c) is structural — here is the comparison, row by row.

DIMENSION

Active Issuer

01 · 506(c)

Network Ceiling

02 · 506(b)

Annual volume

~4,000

Offerings per year filed under Rule 506(c). The general-solicitation lane.

~30,000

Offerings per year still filed under Rule 506(b). No general solicitation allowed.

Current state

Already raising · ads live

Form D filed. Ads running. Conversion sits below where it should because the system underneath was never engineered.

Network tapped · ceiling hit

Same LPs every deal. The next raise needs investors you don't yet know.

What's missing

Conversion architecture

Static decks, PDF teasers, a webinar built like a 1990s direct-mail piece. The Roadshow Engine is what's missing.

A wider audience — and the system to reach it

Switching to 506(c) opens the audience. The infrastructure to handle it has to be built before the switch is worth making.

The path forward

Audit · Replace · Compound →

Map the existing funnel against the pattern library. Replace what's broken. Compound what works.

Evaluate · Switch · Build →

Counsel handles the restructure. Lattice builds the system that makes the switch worth it.

The Engine · Eight Stages

Most agencies optimize one piece. We engineer all eight.

Every Reg D webinar funnel that actually fills a round is built from the same eight stages. Most issuers patch them one at a time. The Roadshow Engine builds them together, against the regulatory frame, in counsel-approved sequence.

01 · ACQ

PATTERN 01

Paid acquisition across Meta, Google, and LinkedIn. 26 patterns documented from live issuer funnels.

02 · CONV

PATTERN 02

Registration Page

Conversion architecture from the click to the registration. Counsel-approved disclaimers embedded.

03 · TRUST

PATTERN 03

Thank You Page

The first trust moment after the registration. The pre-webinar engagement starts here.

04 · SEQ

PATTERN 04

Pre-Webinar Sequence

Email and SMS show-up architecture. Behavioral segmentation built in from the first touch.

05 · CORE

PATTERN 05

Webinar Script & Slides

Seven-act structure. Counsel-reviewed language. Every objection handled inside the room.

06 · RECOV

PATTERN 06

Post-Webinar Flow

Attended but did not book. No-show recovery. The largest conversion gap in most funnels.

07 · ORG

PATTERN 07

Organic Infrastructure

LinkedIn, podcast, and content. The credibility surface around the paid funnel.

08 · DOC

PATTERN 08

Investor Guide & Deck

The document the prospect reads between the webinar and the call.

OUTPUT

A counsel approved conversion system, eight stages deep.

DELIVERED

The Compliance Frame

Engineered against the regulatory frame. Reviewed by counsel before launch.

Three regulatory constraints, embedded in our pattern library from the first draft, and approved by your counsel before anything goes live.

APPROVED

Marketing Rule

17 CFR 275.206(4)-1

Every deliverable is reviewed against the SEC Marketing Rule. Performance claims, hypotheticals, and testimonials are handled to spec.

APPROVED

Antifraud

17 CFR 240.10b-5 · 15 USC 77q(a)

Antifraud constraints are embedded in the pattern library from the first draft, not retrofitted at launch.

APPROVED

Review & Approval

Issuer counsel · 506(c)

Your securities counsel reviews and approves every word that ships: pages, ads, scripts, and follow ups.

REVIEW & APPROVAL

Pattern Library

Counsel Review

Goes Live

NOTHING SHIPS UNREVIEWED

Who It's For

If you are raising in one of these four categories, the Roadshow Engine is built for you.

Four issuer categories the engine is engineered for.

Real Estate Sponsors

Multifamily, industrial, self storage, and ground up development. Raising $5M to $50M+ per offering, often across multiple properties or fund vehicles.

Private Credit Operators

Direct lending funds, mezzanine debt, and structured products. Raising from individual accredited investors and family offices.

Energy & Natural Resources

Oil and gas sponsors, mineral rights operators, and renewable infrastructure funds. Debt and equity offerings.

Diversified & Mixed Asset Funds

Multi strategy funds, blended portfolios, and sponsor platforms with multiple offering vehicles raising in parallel.

Who It's Not For

We work in a defined regulatory lane. Some issuers fall outside it.

A defined regulatory lane means some issuers fall outside it.

Reg CF or Reg A+ issuers.

Different exemption, different system, different investor pool. The Roadshow Engine is engineered for 506(c). The architecture does not transfer cleanly to crowdfunding or mini IPO frames.

Pre Form D companies.

If you have not yet filed Form D for a Reg D offering, you are not yet ready to be marketed under 506(c). File first. Engage counsel. Then we build.

Issuers without securities counsel.

Lattice does not provide legal counsel. We work alongside the issuer's own securities counsel, who reviews and approves all language before launch. If you have not retained counsel, you are not yet ready to engage Lattice.

Issuers looking for capital introduction.

Lattice & Co. is not a broker dealer, placement agent, or investment adviser. We build the digital infrastructure that supports your raise. We do not introduce capital, recommend investments, or take subscriptions.

The Proof

The methodology is documented. The pattern library is the evidence.

Four EDGAR validated Reg D issuers. Across debt and equity, 506(c) and 506(b), oil and gas and real estate and private credit. Eight funnel stages mapped. 100+ patterns extracted, classified, and counsel reviewable.

Pattern Validation

Phoenix Energy. $1.5B Reg D offering.

The primary validation source for the pattern library.

$1.5B

Reg D offering ceiling (may 2025)

$229M

Interest paid to bondholders through 12/31/25

6,700+

Bondholders as of April 2026

Phoenix Energy operates one of the largest active 506(c) digital roadshow infrastructures in the United States. Documented from public SEC filings and live funnel observation. Their funnel was mapped first because the volume and maturity of their system produced the deepest data set available in the market.

This is research-derived methodology, not a client testimonial and not an affiliation.

Operator Track Record

Seven years building digital infrastructure at scale.

The team that built the infrastructure has built it before.

7 yrs

Integrator & Co. operating history

$40M+

Client revenue generated

Verticals served

Before founding Lattice, Joel and Casey spent seven years operating Integrator & Co., a digital launch firm that built from zero to over $40M in client revenue across 14 verticals.

The firm was acquired via acqui-hire by a Reg CF, Reg A+, and Reg D capital formation platform in 2024, where both served on the leadership team through February 2026.

Different verticals. Different exemptions. Same engineering discipline.

The Founders

Built by operators who did this before, at scale.

Joel Louis

CEO · Chief Strategist

Joel built and sold a digital launch firm that produced over $40M in client revenue across 14 verticals before its
acquisition by a Reg CF, Reg A+, and Reg D capital formation platform in 2024. Served as CMO of that platform from acquisition through February 2026. Engineer by training (Worcester Polytechnic Institute), with fourteen
years at Intel: senior manufacturing operations management, 250+ technicians, and a decade as Incident Coordinator on Intel’s Emergency Response Team.

Casey Zephirin

Director of Operations

Casey spent seven years as Project Manager and Operations Manager at Integrator & Co., managing remote delivery teams across client engagements in fourteen verticals. Transitioned to Director of Marketing during the capital formation platform acquisition, where she ran capital formation marketing operations through February 2026. Twenty years across operations, HR, project management, and marketing. Published author and founder of Being Eve.

How the Engagement Works

Three steps. Each one has a single job. No step starts until the one before it closes.

We do not skip steps and we do not deliver out of order. You always know what you are paying for, what comes next, and when you can walk.

Step 01 / 03

Discovery Call

30 min · Free

The job: qualify the fit.

We confirm that your business is the kind we work with, and that we are the right firm for what you are trying to build. If we are not the fit, we say so on the call.

You leave with: a yes or a no.

Step 02 / 03

Business Intensive

90 min · Paid · Credited to build

The job: diagnose and scope.

We map your current setup against the Roadshow Engine pattern library, name the gaps that are costing you, and produce a scoped recommendation. This is the only step where we tell you what to build.

You leave with: a scoped build plan.

Step 03 / 03

The Roadshow Engine

8 weeks · Fixed scope

The job: build and hand off.

Eight stages built in counsel-approved sequence, from ads to investor guide. Your team is trained. The system goes live in your accounts, and you own the machine.

You leave with: a working machine you own.

THE RULE

Discovery Call qualifies. Business Intensive diagnoses. The Roadshow Engine builds. One job per step, in that order.

DELIVERED

FAQ

Questions worth asking before we talk.

Next step

You closed the last round. The next one starts with a Discovery call.

Thirty minutes. Free. We confirm whether the Roadshow Engine is the right architecture for your raise. You leave with a yes or a no.

Book a Discovery Call

You closed your last round. The same forty LPs picked up the phone. The new ones never called back.

EDGAR · Validated

Counsel reviewed before launch

Flat fee · never % of capital

Reg D 506(c) infrastructure

The lane is open. The capital is already moving.

Capital raised · Rule 506(c) · 2025: $142.6B (including pooled funds)

SEC.GOV · EDGAR · FORM D · 34,553 FILINGS · 11.5% UNDER 506(c)

Source: SEC DERA, Regulation D Offering Statistics, updated March 2026.

We serve issuers already in 506(c), and issuers ready to switch.

01 · 506(c)

02 · 506(b)

Most agencies optimize one piece. We engineer all eight.

Ads

Registration Page

Thank You Page

Pre-Webinar Sequence

Webinar Script & Slides

Post-Webinar Flow

Organic Infrastructure

Investor Guide & Deck

Engineered against the regulatory frame. Reviewed by counsel before launch.

APPROVED

Marketing Rule

APPROVED

Antifraud

APPROVED

Review & Approval

If you are raising in one of these four categories, the Roadshow Engine is built for you.

Real Estate Sponsors

Private Credit Operators

Energy & Natural Resources

Diversified & Mixed Asset Funds

We work in a defined regulatory lane. Some issuers fall outside it.

Reg CF or Reg A+ issuers.

Pre Form D companies.

Issuers without securities counsel.

Issuers looking for capital introduction.

The methodology is documented. The pattern library is the evidence.

Phoenix Energy. $1.5B Reg D offering.

Seven years building digital infrastructure at scale.

Built by operators who did this before, at scale.

Joel Louis

Casey Zephirin

Three steps. Each one has a single job. No step starts until the one before it closes.

Discovery Call

Business Intensive

The Roadshow Engine

Questions worth asking before we talk.

Two divisions. One firm.Which side are you on?

Engineered against the regulatory frame. Reviewed by counsel before launch.

We work in a defined regulatory lane. Some issuers fall outside it.

The methodology is documented. The pattern library is the evidence.

Three steps. Each one has a single job. No step starts until the one before it closes.

Two divisions. One firm.
Which side are you on?