Where Vetted Offerings Meet the Right Capital.
OfferBoard qualifies businesses, profiles investors once and scores every live offering against every investor, with AI tools on both sides of the deal. When it’s time to invest, NDAs, data rooms, e-signing and escrow happen on the platform.
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Scroll to watch matches take shapeFind Offerings That Fit Your Mandate.
Answer one questionnaire about what you invest in. Every live offering is scored against it, and you stay anonymous until you choose to connect.
Get Qualified, Then Get Matched.
Apply to list. Once the Entoro team approves you, complete the offering questionnaire and see ranked investors for your raise.
Good Deals and Qualified Capital Can’t Find Each Other.
Investors sort through pitch decks that don’t fit their mandate. Businesses pitch investors who can’t write the check. Both sides lose months.
- Investor preferences live in inboxes and spreadsheets
- Businesses launch without knowing who is qualified
- Nobody sees fit until the first meeting
Onboard Once. Match Everywhere.
One questionnaire captures who you are and what you buy. Every live offering is scored against it, and the scores update whenever your profile changes.
- Accreditation and investor type
- Sectors, stages, structures and regions
- Check size, risk appetite and timing
Applied, Reviewed, Approved.
Businesses apply in minutes. The Entoro team approves, asks for changes or declines. Approved businesses complete a diligence questionnaire and their offering is reviewed again before it goes live.
- Short application to start
- Diligence questionnaire once approved
- Offering terms checked before publishing
Scroll to Watch Demand Take Shape.
- 01
ListedAn approved offering goes live on the board.
- 02
ScoredEvery investor profile is scored on six factors.
- 03
MatchedStrong fits are pulled toward the deal.
- 04
DemandViews, saves, data-room visits and IOIs build demand.
Six Factors. One Clear Number.
Accredited-only offerings are filtered out for investors who don’t qualify. Everyone sees why a score is what it is.
Does the company sit in a sector the investor backs?
Seed through established, matched to target stages.
The minimum investment has to fit the investor’s range.
Equity, SAFEs, debt, revenue share or LP funds.
Where the company operates against investor focus.
Company stage mapped to the investor’s risk appetite.
AI That Works for Both Sides of the Deal.
Investors see every deal scored, with the risks spelled out. Companies see the same factors from their side, with a plan to strengthen their raise before they pitch.
- Deal Rankings order live deals by fit and deal quality, by rule
- A Risk Factor checked against your own risk tolerance
- Ask AI any question about a deal you can see
- Exit strategy and timeline inside the deal room
- Add a named customer reference+6
- Upload the cap table to the data room+4
- Add an exit strategy with comparables+5
- Tighten the use of funds+3
- A Deal Score built from the same data investors see
- An AI improvement plan, ranked by impact
- Rejection Stress Test: the likely reasons an investor passes
- Deck Teardown with line-by-line suggestions
Deal Rankings, Deal Scores and risk factors are informational tools built from each deal’s own data and the company’s assumptions. Rankings are rule-based and informational, not a recommendation. Nothing here is investment advice or a promise of returns. Do your own diligence. AI never makes accreditation, legal or compliance decisions; those go to the Entoro team.
Your Network, Activated.
The warmest investors are often people you already know. Import your contacts, see who is most likely to invest, and reach out with notes you approve line by line.
- Import your LinkedIn connections export or any contact CSV
- AI ranks each contact by Likely Investor Fit, with reasons
- The Outreach Coach drafts each note; you edit and approve before anything is sent
- A five-minute check-in on who you have already talked to
- Overlap protection: contacts Entoro may already know are held for coordination, so investors hear one clear message
- Invite current investors to track their holding and follow your updates
- MR
92Partner · Family OfficeDraft Ready
- JL
88Former CFO · SoftwareDraft Ready
- AK
84Angel Investor · ConsumerDraft Ready
- SP
73Founder · FintechHeld for Entoro
- EW
67Director · Corporate Dev
- DT
41VP Sales · Logistics
- RC
22Product Designer
Both Sides Opt In.
Investors request intros. Businesses invite their strongest matches. Names and contact details are shared only when both sides accept, then the conversation moves into OfferBoard messages.
- Investors stay anonymous until they connect
- Accredited-only offerings enforce eligibility
- Every intro is logged for the Entoro team
From Match to Close on One Platform.
No hand-off to a separate CRM, e-sign tool and escrow agent. The conversation that starts with a match ends with a signed, funded investment, with each step recorded.
- 01
MatchEvery live offering is scored against your profile.
- 02
PipelineBoth sides track each relationship by stage, with next steps and private notes.
- 03
NDASign the company’s NDA in the app before confidential material opens.
- 04
Data RoomOffering documents, financials and diligence in one room.
- 05
VerifyIdentity, AML and accreditation checks before any commitment.
- 06
E-SignSign the subscription agreement in the app.
- 07
EscrowFunds are held in escrow until the offering closes.
- 08
After CloseBi-weekly company updates and one portfolio view, including holdings made elsewhere.
Built for Compliance from Day One.
Private placements come with rules about who can see a deal and when. OfferBoard builds those gates into the workflow for 506(b), 506(c) and Reg A+ offerings, and people make the calls.
506(b) Relationship Pipeline
New investors complete a relationship questionnaire and a person on the Entoro team reviews it. 506(b) offerings appear only after a waiting period, and every step is in the audit log.
Reg A+ Testing the Waters
Before the SEC qualifies a Reg A+ offering, investors can send only non-binding indications of interest. No commitment can be made until an Entoro team member marks it qualified.
Verification Before Commitment
Identity, AML and accreditation checks clear before anyone commits. Accredited-only offerings are filtered out for investors who don’t qualify.
People Sign Off
The Entoro team reviews every application and offering before it goes live, checks that offering documents are posted and logs every intro. AI does not make these decisions.
Securities are offered through Entoro Securities, LLC (CRD 35192), a member of FINRA. Check the firm on FINRA BrokerCheck. Workflow settings such as the 506(b) waiting period are set with counsel.
Two Sides. One Board.
Businesses get qualified, measured interest. Investors get vetted offerings that fit what they actually buy.
Raise from Investors Who Already Fit.
- Apply and get a decision from the Entoro team
- See matched investors ranked by fit for each offering
- A Deal Score with an AI improvement plan, stress test and deck teardown
- Turn your own network into investors with the Outreach Coach
- A deal pipeline, NDAs and a data room, plus bi-weekly investor updates
See Every Deal Scored Against Your Mandate.
- One questionnaire covers accreditation, mandate and check size
- Ranked matches with the reasons behind every score
- Deal Rankings with a risk factor, and Ask AI about any deal you can see
- Stay anonymous until you choose to connect
- One portfolio for every holding, including investments made elsewhere
Reviewed First. Then Matched.
Every business moves through the same steps and sees exactly where it stands from its dashboard.
Apply
Company basics and raise target, reviewed by the Entoro team.
MinutesQualify
Approved businesses complete the diligence questionnaire and build their deal room.
Once approvedReview
Offering terms are checked before anything goes live.
Entoro teamMatch
The offering is scored against every investor profile on the board.
InstantConnect
Investors open the data room, book meetings and send indications of interest.
Both sides opt inInvest
Investors read the offering documents, e-sign and fund into escrow. Companies post updates after the raise.
After checks clearA Team Behind the Platform.
Software finds the match. Entoro’s executives and partners help companies get ready, grow and stay in front of investors.
Speed of Light Growth Services
Small senior teams for pitch decks, data rooms, brand, product and marketing, offered through OfferBoard when a company needs more than tools.
Fractional Executives and Incubation
Entoro’s Executive Bench: fractional executives, board and advisor seats, finance and operations help, plus an incubation track.
Free Raise Readiness Check
14 short questions, a 0–100 readiness score and the top gaps to fix before you raise. General guidance, not legal advice.
Partner Program
Advisors, accelerators and service firms who refer companies and investors.
Become a PartnerThe Executives Behind Entoro.
Decades of capital raising, deal structuring and investor relations. The same leaders anchor Entoro’s Executive Bench for companies on OfferBoard.
James C. Row, CFA
James C. Row, CFA, founded Entoro and leads it as Managing Partner. Entoro Capital is a middle-market investment bank in Houston, Texas, with traditional and alternative investments under one roof.
Margot DeFrance
Margot DeFrance leads investment marketing, relationship management, strategy and business development, and investor relations at Entoro.
Allen Wolf
Allen Wolf is a Managing Director at Entoro, leading alternative investments, fund partnerships and client transactions.
Christopher George
Christopher George is a Managing Director at Entoro. He leads private placement offerings in aviation, energy, real estate and fintech, using tax-advantaged strategies.
A Network That Helps You Grow.
Investors share operating expertise, companies trade with and help each other, and Entoro’s executives and services fill the gaps. Every intro goes through Entoro and is double opt-in.
- 01
A Company JoinsCompanies apply and are reviewed by the Entoro team before they reach the network.
- 02
Investors ConnectInvestors on OfferBoard are matched to it. Every intro goes through Entoro and is double opt-in.
- 03
Experts and Executives HelpInvestors volunteer go-to-market, finance, hiring and regulatory experience. Entoro’s executive team works with companies directly and incubates them.
- 04
Companies Help Each OtherCompanies on the platform become each other’s customers, suppliers and partners, with network perks and Speed of Light growth services.
- 05
The Network GrowsEach company and investor that joins brings more expertise, intros and perks to the next one.
Every intro goes through Entoro and is double opt-in: both companies say yes before contact details are shared. Nobody pays or receives a fee for an introduction. Experts volunteer operating experience. No compensation is paid or accepted for help or introductions, and nothing an expert shares is investment, legal or tax advice.
Smarter Matches, Real Deals, a Team Behind Them.
Many tools cover one slice of a private raise. OfferBoard connects matching, AI, execution, compliance and hands-on help, for both sides of the table.
Two-Sided AI
Investors get AI-scored picks. Companies get a plan to raise their score.
Matches That Close
NDAs, data rooms, e-sign and escrow in one place.
Your Network, Activated
Import your contacts and see who is most likely to invest.
Built for Private Placements
Workflows for 506(b), 506(c) and Reg A+ offerings.
Operators on Call
Growth services and an executive bench when you need more than software.
One Portfolio View
Track every holding, including investments made elsewhere.
How We Compare, by Category
| Capability | Crowdfunding Portals | Secondary Marketplaces | Fundraising CRMs | AI Matchmakers | OfferBoard |
|---|---|---|---|---|---|
| Accredited investor matching | Partial | No | No | Partial | Yes |
| AI deal scoring for investors | Rare | No | No | No | Yes |
| AI readiness tools for founders | No | No | Some | Some | Yes |
| 506(b) relationship workflow | Rare | No | No | No | Yes |
| NDAs, data rooms, e-sign | Partial | Partial | Partial | No | Yes |
| Hands-on advisory and incubation | Rare | No | No | No | Yes |
| Retail (non-accredited) access at scale | Yes | No | No | No | No |
| Secondary liquidity | Some | Yes | No | No | No |
Comparison by platform category, not by company, based on Entoro’s review of publicly available information as of October 2026. Individual platforms vary and features change. We list where other categories do more, such as retail access and secondary liquidity. This is not investment advice.
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