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.
Free monthly credits for the Polymath Capital Platform!*
Issuers who sign up for Professional Services by August 31st receive recurring Polymath Capital Platform credits, automatically applied every month you remain subscribed. As a reference, $500 in credits is roughly one month of typical platform usage.
Free
Request in-platform
Ask via the form in PCP — starter credits typically granted.
Starter
$500 credits / month
Rolling, every month you're subscribed.
Growth
$500 credits / month
Rolling, every month you're subscribed.
Concierge
$1,000 credits / month
Rolling, every month you're subscribed.
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.
Free
$0 USD / month
For issuers exploring Polymath and learning what it takes to launch a compliant capital raise.
- Initial onboarding consultation
- Platform guidance and training
- Basic email support
- Access to the Polymath Academy for free training videos and educational content
Request credits in-platform
Request credits via the Polymath Capital Platform — we typically grant a starter allotment on approval.
Sign up by August 31st
Starter
$500 USD / month
For issuers seeking access to Polymath's experience, network, and guidance while managing much of the process independently.
- Everything in Free
- Priority email support
- Warm introductions to legal counsel, broker-dealers, and service providers
- Offering structure discussions
- Capital raise strategy guidance
- Platform onboarding assistance
- Once monthly strategy call
+ $500 platform credits / month
$500 Polymath Capital Platform credits every month you're subscribed.
Sign up by August 31st
Growth
$1,000 USD / month
For issuers seeking active support while preparing and launching an offering.
- Everything in Starter
- Offering setup guidance (staging environment to practice on the platform)
- Investor onboarding workflow guidance
- Launch readiness review
- Twice monthly progress meetings
- Structured implementation support
+ $500 platform credits / month
$500 Polymath Capital Platform credits every month you're subscribed.
Sign up by August 31st
Concierge
$2,000 USD / month
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 strategy meetings
- Priority support
- Cap table administration support
- Token issuance and distribution coordination
- Corporate actions support
- Secondary liquidity planning
+ $1,000 platform credits / month
$1,000 Polymath Capital Platform credits every month you're subscribed.
Sign up by August 31st
Compare packages
A complete view of what's included at every tier.
| Service | Free | Starter | GrowthPopular | Concierge |
|---|---|---|---|---|
| Initial onboarding consultation | ||||
| Platform guidance & training | ||||
| Basic email support | ||||
| Polymath Academy access | ||||
| List of ecosystem partners | ||||
| Priority email support | ||||
| Warm introductions to legal counsel & broker-dealers | ||||
| Offering structure discussions | ||||
| Capital raise strategy guidance | ||||
| Platform onboarding assistance | ||||
| Monthly strategy call | ||||
| Offering setup guidance (staging environment) | ||||
| Investor onboarding workflow guidance | ||||
| Launch readiness review | ||||
| Twice monthly progress meetings | ||||
| Structured implementation support | ||||
| Coordination with legal counsel | ||||
| Coordination with broker-dealers / EMDs | ||||
| Active project management | ||||
| 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 and can be canceled any time. Prices are subject to change with 60 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.
How it works
A clear path from concept to live raise.
01
Discovery
We align on your capital goals, investor universe, and recommend the optimal path forward.
02
Structure & Onboarding
We align the offering structure, prepare onboarding documents and bring you live on the platform.
03
Launch
We facilitate investor flows, KYC, and payments, and connect with your service providers.
04
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.
- Direct introductions to legal and tax advisors
- Pre-built marketing kits, branded and tuned for the offering
- Strategic guidance through every stage of the raise
- Vetted partners for hosting, custody and compliance
- Tactical and operational offering materials review and refinement
- Ongoing fundraising marketing and investor relations practices
FAQ
Questions, answered.
How do the free Polymath Capital Platform credits work?+
If you sign up for Professional Services by August 31st, you'll receive recurring monthly credits on the Polymath Capital Platform for as long as you remain subscribed: $500 credits/month on Starter and Growth, and $1,000 credits/month on Concierge. As a reference, $500 in credits covers roughly one month of typical platform usage. Free-tier users can request a starter credit allotment directly through the platform. Credits do not carry over between months and end when your subscription ends.
When do I pay Polymath?+
Engagements are billed monthly in USD, starting on the day you sign. You can cancel any time.
Can we change packages later?+
Yes. You can upgrade or downgrade at any time — changes take effect on your next billing cycle.
Do you provide legal or tax advice?+
No. Polymath is not a law firm or tax advisor. We coordinate with qualified counsel from our partner network.
Do you take equity or success fees on the raise?+
No. Our engagements are transparent monthly retainers — no equity, no success fees.
Where are you based?+
Polymath is headquartered in Toronto with team members across the U.S. and Canada.
Do you only serve crypto-native issuers?+
No. We serve traditional issuers as well — real estate, private equity, funds, and operating companies.