Division I · The Roadshow Engine
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.
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the market
$139.6B FY . 2024
One hundred thirty-nine billion dollars moved through general-solicitation Reg D in 2024. Most of it the slow way — static decks, PDF teasers, and webinars built like 1990s direct-mail pieces.
Market Composition · 2024
SEC · DERIVED
32,554
Volume
Reg D filings recorded across all exemptions.
11.7%
lane
Filed under Rule 506(c) — the general-solicitation subset.
$1.2M
median
Median 506(c) offering size — the long tail of the market.
The Two Markets
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
Network Ceiling
01
Annual volume
~6,000
Issuers/year filing under Rule 506(c). The general-solicitation lane.
~40,000
Issuers/year still filing under Rule 506(b). No general solicitation allowed.
02
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.
03
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.
01
Annual volume
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
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
Conversion architecture from the click to the registration. Counsel-approved disclaimers embedded.
03 · TRUST
PATTERN 03
The first trust moment after the registration. The pre-webinar engagement starts here.
04 · SEQ
PATTERN 04
Email and SMS show-up architecture. Behavioral segmentation built in from the first touch.
05 · CORE
PATTERN 05
Seven-act structure. Counsel-reviewed language. Every objection handled inside the room.
06 · RECOV
PATTERN 06
Attended but did not book. No-show recovery. The largest conversion gap in most funnels.
07 · ORG
PATTERN 07
LinkedIn, podcast, and content. The credibility surface around the paid funnel.
08 · DOC
PATTERN 08
The document the prospect reads between the webinar and the call.
OUTPUT
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A counsel approved conversion system, eight stages deep.
DELIVERED
The Compliance Frame
Three regulatory constraints, embedded in our pattern library from the first draft, and approved by your counsel before anything goes live.
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17 CFR 275.206(4)-1
Every deliverable is reviewed against the SEC Marketing Rule. Performance claims, hypotheticals, and testimonials are handled to spec.
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.
Issuer counsel · 506(c)
Your securities counsel reviews and approves every word that ships: pages, ads, scripts, and follow ups.
REVIEW & APPROVAL
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1
Pattern Library
2
Counsel Review
3
Goes Live
NOTHING SHIPS UNREVIEWED
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Who It's For
Three regulatory constraints, embedded in our pattern library from the first draft, and approved by your counsel before anything goes live.
01
Multifamily, industrial, self storage, and ground up development. Raising $5M to $50M+ per offering, often across multiple properties or fund vehicles.
02
Direct lending funds, mezzanine debt, and structured products. Raising from individual accredited investors and family offices.
03
Oil and gas sponsors, mineral rights operators, and renewable infrastructure funds. Debt and equity offerings.
04
Multi strategy funds, blended portfolios, and sponsor platforms with multiple offering vehicles raising in parallel.
Who It's Not For
Three regulatory constraints, embedded in our pattern library from the first draft, and approved by your counsel before anything goes live.
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.
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.
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.
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
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
The primary validation source for the pattern library.
$1.5B
Reg D offering
$229M
Paid to investors thru 12/31/25
6,700+
Bondholders
Phoenix Energy operates one of the largest active 506(c) digital roadshow infrastructures in the United States. EDGAR validated. Their funnel was reverse engineered first because the volume and maturity of their system produced the deepest data set available in the market.
Three additional EDGAR validated Reg D issuers were then funnelhacked to confirm and extend the patterns: a real estate equity fund running an evergreen replay model, a real estate income fund running a live ClickMeeting webinar, and a 506(b) issuer at the network ceiling. Each issuer's funnel was decomposed against the same eight stage frame.
This is research derived methodology, not a client testimonial.
Operator Track Record
The team that built the infrastructure has built it before.
9 yrs
Integrator & Co. operating history
$40M+
Client revenue generated
14
Verticals served
Before founding Lattice, Joel and Casey spent nine years operating Integrator & Co., a digital marketing infrastructure 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
CEO · Chief Strategist
Joel built and sold a digital marketing infrastructure firm that produced over $40M in client revenue across 14 verticals before 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 leading the Emergency Response Team for a decade and managing 250+ technicians.
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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 as Director of Marketing during the capital formation platform acquire, 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
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
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
90 min · Paid · Credited to build
The job: diagnose and scope.
We map your current setup against the Launch Grid or the Roadshow Engine, 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
12 – 15 weeks · Fixed scope
The job: build and hand off.
Foundation, infrastructure, transfer, and launch. Your team is trained or hired. Your SOPs are documented. The system goes live in your accounts, and you own the machine.
You leave with: a working machine you own.
THE RULE
Sales Call qualifies. Business Intensive diagnoses. The Launch Grid builds. One job per step, in that order.
DELIVERED
FAQ
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