ClairFlow cut our investor outreach time by 60% and gave us access to qualified investors we’d never have reached on our own. Our close rates doubled.
Find Investors Ready to Deploy Capital.
ClairFlow connects your 506(b) and 506(c) offerings to vetted accredited investors and automates the full investment workflow.
Great Deals. Broken Distribution.
You’ve built tax-advantaged investments, but reaching qualified investors is broken.
506(b) and 506(c) rules limit reach and slow investor acquisition.
Accreditation and verification friction delays closes.
Fragmented networks force manual, one-by-one investor outreach.
Compliance and back-office work drain time and budgets.
ClairFlow
Smarter Distribution for Private Placements
Verified Investor Network
Access pre-qualified accredited investors actively seeking tax-advantaged private deals.
Built-In 506(b) and 506(c) Compliance
Distribute offerings within regulatory guidelines without limiting visibility.
Automated Subscription Workflow
Manage documents, verification, and onboarding in one secure portal.
Streamline Distribution and Close Faster
Vetted Investor Access
Pre-qualified accredited investors ready to deploy capital.
White-Labeled Deal Portal
Fully branded experience for your offerings.
Built-In 506(b) and 506(c) Compliance
Regulatory guardrails embedded in distribution.
Automated Subscriptions
Digital docs, e-signatures, KYC, and accreditation.
Real-Time Deal Analytics
Track interest, commitments, and close rates.
Partner Success and Savings
Dedicated guidance while reducing
back-office costs by up to 30% .
From Listing to Close in 4 Simple Steps
01
Partner Onboarding
Discovery call to review offerings, investor profile, and structure.
02
Setup & Branding
Upload materials. We launch your white-labeled, compliant portal.
03
Investor Distribution
Deal shared with qualified investors.
04
Subscription
We manage docs, verification, and onboarding while your team closes.
Who You’ll Reach Through ClairFlow
ClairFlow gives you direct access to a curated community of serious investors:
High-Income Professionals
Tech executives, physicians, attorneys, consultants earning $300K–$2M+ annually—actively seeking tax-advantaged investments.
Accredited & Verified
All investors are pre-qualified and accredited. For 506(c) offerings, verification is already handled.
Motivated & Educated
These aren’t tire-kickers. They understand private placements, appreciate tax advantages, and are ready to deploy capital.
Ongoing Deal Flow Appetite
Investors on ClairFlow are building diversified private portfolios—they’re looking for multiple opportunities, not one-time placements.
Is ClairFlow Right for You?
ClairFlow enables compliant, high-efficiency distribution for private placement firms.
Sponsor or distribute 506(b) or 506(c) offerings
Need better access to qualified, high-net-worth investors
Want compliant distribution without manual outreach
Are weighed down by subscription and compliance paperwork
Want to reduce back-office costs and improve close rates
Need a white-labeled platform to scale without adding headcount
What Sponsors & Broker-Dealers Say
The compliance automation alone saved us 30% in back-office costs. But the real value is the investor network—these are serious, accredited investors ready to deploy.
We were spending hours per deal on subscription docs and verification. ClairFlow automated everything. Now our reps focus on what they do best—building relationships.
Frequently Asked Questions
How is ClairFlow different from traditional broker-dealer networks?
Traditional networks require manual outreach and relationship-building. ClairFlow gives you direct access to a pre-qualified investor community actively seeking opportunities like yours, while automating compliance and paperwork.
How do you stay compliant with 506(b) “no general solicitation” rules?
For 506(b) offerings, ClairFlow ensures distribution only to investors with substantive pre-existing relationships through our platform. For 506(c), we handle accreditation verification and allow broader marketing.
What types of offerings work best on ClairFlow?
Tax-advantaged private placements: QOZ funds, real estate syndications, DSTs, energy partnerships, private equity, and other Reg D offerings. Minimum raise typically $2M+.
How much does ClairFlow cost?
Pricing depends on deal size, structure, and partnership model. We’ll discuss specifics during your discovery call including potential success-based arrangements.
How quickly can we get a deal listed?
Most deals go live within 1-2 weeks of partnership onboarding, depending on documentation and compliance review.
Do you handle investor relations after close?
ClairFlow focuses on distribution and closing workflows. Ongoing investor relations remain with the sponsor, though we can provide tools and support.
Traditional Distribution vs. ClairFlow
| Traditional Model | With ClairFlow | |
|---|---|---|
| Investor Reach | Manual outreach, limited network | Pre-qualified community of accredited investors |
| Compliance | Manual verification, high error risk | Automated 506(b)/506(c) compliance workflows |
| Subscription Process | Paper-based, rep-intensive | Fully digital, automated document orchestration |
| Back-Office Costs | 30%+ of operational budget | Reduced by up to 30% through automation |
| Rep Productivity | Bogged down in paperwork | Focused on relationships and closing |
| Time to Close | Weeks to months | Days to weeks |
| Visibility | Limited by 506(b) restrictions | Maximum reach within compliance |
Stop Leaving Capital on the Table
ClairFlow gives you compliant investor access and automated workflows to close faster and scale efficiently.