How it works
From signup to a raise that's ready to close in days, not months.
Here's exactly what running a raise on ScaleXB looks like, from the day you sign up to the day each investor you bring is fully onboarded and your cap table is live. You bring the investors; we handle everything else.
The 8-to-16-week legal and admin layer of a traditional raise, compressed to days. How fast the round itself closes depends on your investor pipeline.
A representative raise on ScaleXB
The following walkthrough shows a typical Tokenized Equity raise on our Launch tier: €1M round, 25 investors. Timings and numbers are illustrative. Your specific raise will vary based on your structure, investor mix, jurisdiction, and how quickly your investors say yes.
- 01Day 1
Platform signup and setup
You sign up for ScaleXB, complete a guided onboarding form with your company details, upload your supporting documents (corporate registration, previous raise history if any), and configure your round parameters. A member of our team joins you on a shared screen if you want, or you can complete setup solo.
- Total time:
- Usually under 60 minutes
Raise setupSet up your raise
Step 2 of 4
Company nameJurisdictionRound sizeRound typeRound timelineScaleXB raise setup screen showing company details, round configuration, and a progress indicator. - 02Days 2-3
Structure and document generation
The platform generates your subscription agreement, investor documentation, and compliance framework based on your jurisdiction and round type. You review, request any changes through the platform, and approve. Our compliance team does a final review before you go live. No separate lawyer engagement required for standard rounds, though you can bring your existing counsel into the review if you prefer.
- Output:
- Subscription agreement, investor documentation, compliance framework
Document reviewDocument review screen with a preview of a generated subscription agreement. - 03Hour 48, guaranteed
Your raise goes live
By hour 48 your raise is live and ready to onboard investors. That part we guarantee. The moment you invite your first investor, they receive an email, click through to a branded investor portal, complete KYC/AML verification (typically in 5-10 minutes), review the investment documentation, and sign digitally. Funds can be committed immediately or on a scheduled close. Your cap table updates live.
- Investor time to complete:
- 5 to 10 minutes
Investor onboarding & cap tableInvestor onboarding flow alongside the founder-side cap table updating in real time. - 04Days 4-20
Full investor roll-out
You invite the rest of your investor group in batches or individually. Each investor follows the same onboarding flow. Meanwhile, you can see live status on every investor (invited, in-progress, verified, signed, funded) and send reminders directly through the platform without exporting a spreadsheet. Our team is on Slack or email if anything gets stuck.
- Live status across:
- Invited → In progress → Verified → Signed → Funded
Investor statusInvestor status dashboard showing multiple investors at different stages. - 05Days 21-26
Close and final reporting
Once all investors have signed and committed funds, you formally close the round with a single click. The platform generates your closing documentation, updates your cap table, and creates the investor report for the record. All investors receive closing confirmation automatically.
- To close:
- One click
Round closedClosing confirmation screen with the updated cap table view. - 06Day 27 onward
Ongoing reporting and investor relations
Your cap table is live. Investor updates, annual reports, and future shareholder actions (voting, information rights, secondary transfers) run through the same platform. Your investors log in to a single dashboard for the life of the investment, with no more "can you send me my share cert again" emails.
- Founder time per quarter:
- About 30 minutes
Investor relationsOngoing investor relations dashboard with reporting and shareholder actions.
Your time, honestly accounted for
Most founders underestimate how much time a traditional raise takes until they're inside one. Here's an honest breakdown of where your hours go on ScaleXB versus running the same raise the traditional way.
Swipe to compare
| Task | Traditional (hours) | ScaleXB (hours) |
|---|---|---|
| Round structuring and documentation | 20-40 | 1-2 |
| Investor outreach and coordination | 30-50 | 20-30 (unchanged, still your job) |
| Per-investor KYC and document collection | 2-4 per investor | 0 (automated) |
| Cap table maintenance | 5-10 | 0 (automated) |
| Closing documentation | 10-20 | Under 1 |
| Ongoing reporting setup | 5-10 | 0 (built in) |
| Total hours for a 25-investor, €1M raise | 110-190 hours | 22-33 hours |
The hours you save are the hours your investors get from you: more time pitching, closing, and running the company.
What ScaleXB doesn't do
We believe in being explicit about the limits of the platform. Here's what we don't handle, so you know what you still need to organize separately.
Finding investors
ScaleXB runs your raise once you know who you're pitching. We don't source investors or introduce you to them, but if you already have a community or network, the platform is built to onboard all of them at once, in parallel.
Pricing your round
You set your valuation, terms, and instrument. We support the execution, not the negotiation.
Tax advice
We handle compliance and audit trail. Tax structuring for your specific situation should come from your accountant or tax adviser.
Custody of securities
We are a technology platform, not a custodian. Your investors hold their own securities through the platform's infrastructure, and the legal issuer remains your operating company for all three instruments (Tokenized Equity, Bond, and Convertible).
Jurisdictions we don't yet cover
ScaleXB supports private placements across Europe. Requirements differ from country to country, so some jurisdictions need a short legal setup step before you go live. If we can't yet support yours, we'll tell you honestly on the diagnostic call.
Questions founders ask before signing up
- How long does setup usually take?
- Platform signup and initial configuration typically take under 60 minutes. Document generation and compliance review takes 2-3 days. Your raise is live and ready to onboard your first investor within 48 hours of signup, guaranteed.
- Do I need legal approval before starting?
- The platform provides ready-to-use document templates drafted by established European law firms, so you can run a standard raise without commissioning your own paperwork from scratch. One thing we are clear about: ScaleXB is a technology platform, not a law firm, and we cannot give you legal advice. The templates cover standard private-placement structures; if your raise has unusual terms, or you want the documents reviewed for your specific situation, that is a conversation for your own lawyer. You can export everything in standard formats for them to review before you go live.
- Can I change the structure mid-raise?
- Yes, with some limits. Before your first investor signs, you can change almost anything, including terms, instruments, and investor caps. Once the first investor has legally committed, changes become more constrained because they affect signed agreements. We'll flag what's changeable and what isn't in real time.
- What jurisdictions are supported?
- We support private placements across Europe. Because requirements vary from country to country, some jurisdictions include a short legal setup step. The fastest way to confirm we can support your specific country is a diagnostic call.
- Is ScaleXB custodial? Who holds the securities?
- We are a technology platform, not a custodian. Investors hold their own securities through the platform's digital infrastructure. The legal issuer remains your operating company for all three instruments (Tokenized Equity, Bond, and Convertible). This is an important distinction for sophisticated investors and advisors: the legal ownership structure is identical to a traditional private raise, executed through digital-native infrastructure.
- Can I upgrade during a live raise?
- Yes. The most common upgrade path is Launch to Growth when a raise unexpectedly grows past €1M, or when you want the investor help desk, transfers, and voting handled. The upgrade is seamless. Existing investors don't need to re-onboard, and your cap table and reporting continue uninterrupted. A member of our team coordinates the upgrade.
- What happens if my raise doesn't close?
- If you decide not to close, you can cancel your subscription at any time. Investors who have committed but not yet funded can be released from their commitment. Investors who have funded need to be refunded through normal banking channels, which we'll help you coordinate. There are no penalty fees for an unclosed raise.
- What does ongoing reporting actually require from me?
- On an ongoing basis, most founders spend about 30 minutes per quarter on investor reporting, compared to several hours per quarter for a traditional spreadsheet-based cap table. The platform handles annual investor reports, cap table updates, and routine compliance automatically. You're still responsible for business updates to your investors, but the administrative reporting layer is handled.
Want to see this in action?
Book a 20-minute diagnostic call. We'll walk through the platform with your specific raise in mind, including size, investor mix, jurisdiction, and timeline, and show you exactly how your raise would run on ScaleXB.
No sales pressure. A real walkthrough with your actual raise in mind.