Polymath Professional Services
Launch your tokenized
capital raise with experts beside you.
Polymath Professional Services is the hands-on team that takes issuers from offering concept to live, compliant raise on the Polymath Capital Platform.
Professional Services
Professional Services Packages
Choose the level of support that's right for your offering. Whether you're evaluating your capital raising strategy, preparing for launch, or managing investors after closing, Polymath can help guide you through every stage of the process.
Essential
Designed for issuers seeking access to Polymath's experience, network, and guidance while managing much of the process independently.
- Initial onboarding consultation
- Platform guidance and training
- Monthly strategy call
- Email support
- Introductions to legal counsel, broker-dealers, and service providers
- Offering structure discussions
- Capital raise strategy guidance
Growth
Designed for issuers seeking active support while preparing and launching an offering.
- Everything in Essential
- Platform onboarding assistance
- Offering setup guidance
- Investor onboarding workflow guidance
- Launch readiness review
- Monthly progress meetings
- Structured implementation support
Concierge
Designed for issuers seeking a highly collaborative, white-glove experience with ongoing strategic involvement from Polymath.
- Everything in Growth
- Coordination with legal counsel
- Coordination with broker-dealers and EMDs
- Active project management support
- Weekly or bi-weekly strategy meetings
- Priority support
- Cap table administration support
- Token issuance and distribution coordination
- Corporate actions support
- Secondary liquidity planning
Compare packages
A complete view of what's included at every tier.
| Service | Essential | GrowthPopular | Concierge |
|---|---|---|---|
| Initial onboarding consultation | |||
| Platform guidance & training | |||
| Monthly strategy call | |||
| Email support | |||
| Introductions to legal counsel & broker-dealers | |||
| Offering structure discussions | |||
| Raise strategy planning | |||
| Platform onboarding assistance | — | ||
| Offering setup guidance | — | ||
| Investor onboarding workflow guidance | — | ||
| Launch readiness review | — | ||
| Monthly progress meetings | — | ||
| Coordination with legal counsel | — | — | |
| Coordination with broker-dealers / EMDs | — | — | |
| Active project management | — | — | |
| Weekly or bi-weekly strategy meetings | — | — | |
| Priority support | — | — | |
| Cap table administration support | — | — | |
| Token issuance / distribution coordination | — | — | |
| Corporate actions support | — | — | |
| Secondary liquidity planning | — | — |
Legal fees, broker-dealer fees, regulatory fees, and platform subscription fees are separate and not included in Professional Services Packages. All packages are billed monthly in USD with 30-day cancellation. Prices are subject to change with 60 days notice.
How it works
A clear path from concept to live raise.
Discovery
We align on your capital goals, investor universe, and recommend the optimal path forward.
Structure & Onboarding
We align the offering structure, prepare onboarding documents and bring you live on the platform.
Launch
We facilitate investor flows, KYC, and payments, and connect with your service providers.
Post-Launch
We support with reporting, communications and growth into future offerings.
Billed separately by third parties
Why it works
A partnership, not a hand-off.
Issuers never feel alone. Our team supports your raise across every milestone — and we connect you to the broader operator network around the Polymath platform.
FAQ
Questions, answered.
Engagements are billed monthly in USD, starting on the day you sign. You can cancel with 30 days' notice.
Get in touch
Talk to Matt Andelman.
Matt leads issuer engagement at Polymath. Book a call for an introduction, a walkthrough of the Capital Platform, or to talk through what's next.
Matt Andelman
Issuer Network