Gold Sifter is issuer-operated marketing and CRM software. Its boundaries are built into the product, not left to user discretion: capabilities that would cross the lines below do not exist in the system, and requests to cross them are declined in writing and logged.
It does not message, email, call, or market to investors, and it cannot be configured to. It researches, scores, and files leads and prepares the materials your team needs; every investor-facing communication is sent by the issuer.
Enforced in the product: no investor-facing send path exists. Drafting and staging happen inside your workspace; sending is yours.
Accreditation-related, self-reported signals support prioritization only, and self-reported figures are labeled self-reported everywhere they appear. Verification and the accreditation determination remain with the issuer and its counsel or registered intermediary, including any obligations under Rule 506(c).
Enforced in the product: every accreditation field carries its source label; nothing renders as a determination.
It never receives, holds, or directs funds, never touches wire instructions, and never directs a transaction. Commitments and wires are reconciled from the issuer's own records for reporting; the money never moves through or near the software.
Enforced in the product: reconciliation is read-only against your records. There is no payments surface.
Pricing is fixed and never calculated as a percentage of the raise: no success fees, no commissions, no finder's fees, no per-investor payments. This is also why per-A-tier-lead pricing is rejected as a structure: an engine paid on outcomes answers to the fee, and this one answers to the evidence.
Enforced commercially: every engagement prices on the tool, with no compensation shape tied to the outcome of the raise.
Issuers running a generally solicited Rule 506(c) offering remain responsible for their own solicitation and verification obligations. The restrictions on this page describe Gold Sifter's conduct, not the raise's: your raise may lawfully advertise broadly while the software behind it still never contacts an investor or makes a determination.
Gold Sifter is not a broker-dealer, funding portal, or investment adviser, and it provides no legal or investment advice. It is software the issuer operates, sitting on the marketing and CRM side of the wall.