SECTOR FOCUS
Healthcare & Life Sciences
Financial Services & FinTech
Financial Services & FinTech
Financial Services & FinTech
Financial Services & FinTech
Financial Services & FinTech
AI, SaaS & Quantum
Financial Services & FinTech
Real Estate & Mortgage
Real Estate & Mortgage
Financial Services & FinTech
Real Estate & Mortgage
Private Capital
Private Capital
Private Capital
We guide founders and fund managers through the full lifecycle of private capital raises—from investor targeting and outreach, to pitch refinement to setting up VDRs, regulatory filings and closing. Our team ensures your offering is positioned for traction, structured for compliance, and executed with precision.
Family Offices
Private Capital
Private Capital
Tailored investment solutions for Family Offices. From sourcing unique opportunities to managing the entire process, we operate as an extension of your team—delivering expertise without commission-based conflicts. Our vCFO approach saves you significant costs while ensuring transparency and control.
Private Equity
Private Capital
Private Equity
Optimize your private equity operations with our specialized support. We assist with LP secondaries, fund distribution, and portfolio management, all while functioning as part of your internal staff. No commissions, no hidden agendas—just cost-effective, strategic execution that protects and grows your capital.
IPOs
Pre-IPO Stock
Private Equity
We prepare companies for public market entry with precision and foresight. From audit prep and S-1 drafting management to banker selection and investor roadshows, our team ensures your IPO is structured for success, compliant with SEC standards, and positioned to resonate with institutional investors.
DPOs
Pre-IPO Stock
Pre-IPO Stock
We help founders and fund managers navigate alternative paths to public capital through compliant, investor-driven DPOs. From SEC filings and investor onboarding to platform selection and communications strategy, we ensure your offering is transparent, accessible, and aligned with long-term growth.
Pre-IPO Stock
Pre-IPO Stock
Pre-IPO Stock
Gain access to exclusive Pre-IPO opportunities. We help you identify and secure counterparties in private markets, ensuring smooth execution without the hefty commissions. Acting as your virtual CFO, we streamline negotiations and provide strategic oversight so you can capitalize on high-value deals efficiently.
PIPEs
Real Estate
PIPEs
We advise public companies and institutional investors on structuring and executing PIPE transactions with speed, discretion, and regulatory clarity. From investor targeting and term negotiation to compliance and closing, we ensure capital is raised efficiently—without disrupting market dynamics.
M&A
Real Estate
PIPEs
We advise founders, funds, and strategic buyers through the full M&A lifecycle—from deal sourcing and valuation to negotiation, diligence, and close. Whether you're acquiring, divesting, or merging, our team ensures every transaction is structured for alignment, executed with discretion, and compliant from LOI to final close
Real Estate
Real Estate
vCFO Services
We support real estate sponsors and fund managers with capital structuring, investor onboarding, and compliant liquidity solutions. Whether you're raising for a new asset, executing a 1031 exchange, or managing LP secondaries, our team ensures every transaction is tax-aware, transparent, and aligned with investor goals.
vCFO Services
vCFO Services
vCFO Services
We provide fractional CFO support for founders, funds, startups and growth-stage companies navigating complex financial decisions. From capital sourcing, revenue modeling, investor reporting to audit prep, our vCFO service delivers institutional-grade insight—without the full-time overhead.
Due Diligence
vCFO Services
Due Diligence
We conduct rigorous financial, operational, and regulatory diligence to support capital raises, acquisitions, and secondary transactions. From data room audits and investor materials to compliance checks, our team ensures every deal is grounded in clarity and credibility.
VDRs
vCFO Services
Due Diligence
We set up and manage secure Virtual Data Rooms for capital raises, M&A, LP secondaries, IPOs, DPOs, and more. From configuration to permission controls, we streamline access and oversight to accelerate due diligence and close deals faster and with precision.
Capital Raising
We Handle The Heavy Lifting
If you're raising private capital for growth, acquisitions, or any major transition—whether through private investors, venture funding, PIPEs, private equity, or strategic partnerships—Stapleton Advisors vCFO services is your preferred financial partner.
We deliver high-impact financial expertise to help you navigate investor conversations, build robust financial models, manage due diligence, and structure deals with confidence. We handle the heavy lifting so you can stay focused on running your day-to-day business, knowing your capital strategy is in capable hands.
Bypass the IPO complexities...
Direct Public Offering (DPO) Services?
A Direct Public Offering (DPO) enables businesses to raise capital directly from investors, bypassing traditional underwriters and investment banks. Compared to a conventional IPO, a DPO offers a more streamlined, cost-effective route to public funding. Stapleton Advisors specializes in helping companies navigate DPOs.
PIPEs (PRIVATE INVESTMENT IN PUBLIC EQUITY)
vcfo services
- Transaction Structuring & Term Negotiation
Guidance on pricing, dilution, and investor rights tailored to your capital needs.
- Investor Targeting
Access to verified institutional buyers and strategic investors across sectors.
- Regulatory Filings & Broker/Dealer Coordination
Full support for Form D, 8-K, and other SEC disclosures, plus integration with registered intermediaries.
- Execution & Settlement Infrastructure
Secure documentation, audit trails, and post-close reporting workflows.
- Liquidity Planning & Insider Coordination
Strategies for managing insider sales, lock-up periods, and investor communications
The Ultimate Business Planning Tool
AI Business Planning
Tackle your business plan with AI assistance and step-by-step instructions! Stop wasting time staring at a blank page or wondering how to best translate your idea into words.
Automatically generate content for each section of your plan with an AI Assistant.
vCFO for Private Equity, Venture Capital & Hedge Funds
Fund DistrIBUTION
Stapleton Advisors provides tailored vCFO services for fund distribution, designed to help asset managers expand their reach and connect with the right investors. From strategic positioning to targeted outreach, we support every stage of the fundraising cycle—ensuring your fund gets the visibility and traction it deserves.
LP Secondaries
Stapleton Advisors provides strategic vCFO services for Limited Partner (LP) Secondaries transactions, helping clients unlock liquidity, optimize portfolios, and navigate complex deal structures. Whether you're buying or selling, we offer tailored services to ensure transparency, efficiency, and value throughout the process.
BUYING OR SELLING YOUR BUSINESS?
MERGERS & ACQUISITIONS
Buying or selling a business is one of the most complex decisions an owner faces. It demands more than financial savvy—it requires timing, strategy and execution. Most owners excel at running their business, but few have the bandwidth to manage a transaction without disruption. That’s where our vCFOs are indispensable.
Blog & Articles
Reg D & Reg A+
Stapleton Advisors helps CFOs, attorneys and businesses raise capital through SEC-compliant exempt offerings under Regulation D and Regulation A+. These tools provide access to private and public investors—without the cost and complexity of a traditional IPO. Start your raise today using one of our PPM templates.
Reg D Private Placement Templates, PPMs & Fund Docs
Financial Services in Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Minor Outlying Islands, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, U.S. Virgin Islands, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. We also work with clients in: Barbados, Bermuda, Brazil, the British Virgin Islands, Canada, the Cayman Islands, the Cook Islands, Costa Rica, Europe, Greenland, Hong Kong, Iceland, Japan, Singapore, South Africa, South Korea, Taiwan, the Bahamas, the United Kingdom, and the U.S. Virgin Islands.
The information in this material is not intended as investment, tax or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Links are provided for informational purposes only. The links should not be considered a solicitation, sponsorship, affiliation or endorsement of any third-party website, or the company operating such website. Stapleton Advisors, Inc., has not reviewed the content of any third-party website and is not responsible for the content thereof. No advice may be rendered by Stapleton Advisors, Inc. unless a client service agreement is in place. A portion of this material was provided by Artificial Intelligence Systems. Products sold by Stapleton Advisors, Inc. are not intended as a substitute for an attorney or CPA. You should consult an attorney, CPA and/or an investment banker before conducting a securities offering.
401 E. Jackson St., Suite 2340 • Tampa, FL 33602 • (813) 736-2422
Open Monday through Friday, 9:00am - 5:00pm, EST.
Copyright © 2020-2026 Stapleton Advisors, Inc.