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$75M Milestone: How DealMaker is Empowering Companies to Tap Retail Investors
October 4, 2024
DEALMAKER POWERS ENERGYX’S $75 MILLION RETAIL INVESTMENT ROUND
Building on its strategic institutional funding, EnergyX taps DealMaker for its second successful community raise, expanding access to the clean tech industry for retail investors
Austin, TX – October 4, 2024 at 3am ET – DealMaker, the platform transforming the capital-raising landscape, today announced the successful completion of its largest Regulation A offering to date with EnergyX’s $75 million funding round. This marks the second time EnergyX has raised significant capital digitally, powered by DealMaker’s technology. The raise is a testament to DealMaker’s state-of-the-art platform, as well as the power and appetite of retail investors. This $75 million retail round brings EnergyX’s equity funding total to approximately $140 million, plus its $450 million equity commitment upon a public listing.
Created under the 2015 JOBS Act, Regulation A+ allows private companies like EnergyX to raise funds from a global base of retail investors. DealMaker, founded in 2018 by leading capital markets lawyers Rebecca Kacaba and Mat Goldstein, is the leading technology platform powering Regulation A offerings, with over $2 billion in total investments processed to date.
EnergyX launched this latest investment offering in October 2023, and is one of the first companies to raise $75 million via Regulation A in a single offering – the maximum amount private companies can raise under the exemption in any 12-month window. Overall, EnergyX boasts nearly 40,000 investors who join major strategic, institutional investors such as General Motors, POSCO (a major Korean steel, battery, and lithium conglomerate; $70 billion annual revenue), and Eni SpA (the Italian oil, gas & energy major; $140 billion in annual revenue) that participated in EnergyX’s Series B fundraising in 2022.
By enabling everyday investors to become shareholders in EnergyX, and play a direct role in the future of sustainable energy, DealMaker continues to unlock access to opportunities not typically available to retail investors. DealMaker’s end-to-end digital platform transforms the complicated capital-raising process into a seamless, easy to use, three-step process. This approach empowers companies like EnergyX to harness the potential of their investor community in a safe and regulated way to fuel growth and innovation. Additionally, leveraging a community of thousands of investors can unlock strategic benefits for businesses, including stronger brand presence and organic social support. The raise highlights the innovation of DealMaker’s platform in transforming how companies raise capital, engage their communities, and fund innovation.
“This campaign is a perfect example of how retail investors can drive innovation in industries that have traditionally relied on institutional capital,” said Rebecca Kacaba, co-founder and CEO of DealMaker. “EnergyX is a true visionary in the energy sector, and we’re proud to have our platform power their raise for the second time – and, more importantly, to enable EnergyX’s passionate investor community to engage with their mission.”
The overwhelming interest from the public in EnergyX’s offering reflects the growing demand for both sustainable energy solutions and opportunities to have a direct role in shaping the future. With the success of this investment round, EnergyX is poised to expand its operations, accelerate the commercialization of its lithium extraction technology, and continue pushing the boundaries of what’s possible in energy storage.
“The power of the retail investor is underestimated,” said Teague Egan, CEO of EnergyX. “We now have nearly 40,000 investors on our cap table with retail making up more than 50% of the capital contribution from our $140 million raised. We think about this as more than just a way to raise capital – it’s also about giving our supporters a real stake in our mission to accelerate the global transition to a sustainable energy future. We could not have done this without DealMaker; they are the best in the business.”
For more information about how DealMaker is powering the future of capital-raising and enabling innovation across industries, visit www.dealmaker.tech and follow us @dealmakertech.
About DealMaker
DealMaker’s innovative digital platform transforms the capital-raising process into simple eCommerce—empowering founders and operators to raise capital from their own communities and through strategically marketed campaigns. DealMaker’s integrated suite includes compliance, transfer agent and broker-dealer services, IR tools, and marketing solutions. With over $2 billion in investments powered to date, DealMaker leads the industry in online capital raises.
About EnergyX
EnergyX is an industry-leading energy innovation company focused on creating breakthrough solutions in lithium extraction and energy storage. Dedicated to accelerating the transition to clean energy, EnergyX’s technologies are poised to revolutionize how the world produces and uses sustainable energy, ensuring a future powered by clean resources.
Press Contact:
Bianca Roses
bianca@rosespr.com
When VCs said no, Monogram turned to retail investors. That decision powered their rise from startup to publicly traded company—and even helped them raise an additional $13M privately after their Nasdaq debut.
The Challenge: Raising Capital on Their Terms
The Challenge: Raising on Their Terms
Monogram Technologies was founded with a bold vision: to revolutionize orthopedic surgery with a robotic joint replacement system using custom 3D-printed joints. The market for this technology is massive—approximately $19.6 billion, with over 1 million knee replacements per year. But it's a capital-intensive, regulation-heavy space—and traditional VCs weren't biting.
Instead of compromising, co-founders Dr. Doug Unis and Ben Sexson went all-in on a different path: retail capital. Why?
- Control and ownership: Not only were they able to raise the capital they needed to grow the business—they did it on their own terms.
- Long-term asset: They wanted to build an army of true believers who wanted to see the company succeed and would continue to reinvest over the years.
- A value-add network: Raising from retail allowed Monogram to amass a waiting list of thousands of patients eager to participate in future trials.
- Aligned incentives: Their mission to improve patient outcomes and build a better future for those struggling with joint pain resonated with retail investors.
The Power of Retail: Monogram's Capital Journey
| Start Date | End Date | Type | Platform | Amount Raised | # Investors |
|---|---|---|---|---|---|
| 3/13/19 | 3/31/20 | A+ | SeedInvest | $14,588,668 | 6,000 |
| 11/16/20 | 1/16/21 | A+ | StartEngine | $2,965,501 | 8,000 |
| 1/17/21 | 2/18/22 | A+ | StartEngine | $23,647,853 | 14,082 |
| 7/15/22 | 3/16/23 | CF | DealMaker | $4,673,000 | 2,249 |
| 3/1/23 | 4/8/23 | A+ | Republic | $232,275 | 120 |
| 3/1/23 | 5/23/23 | A+ | DealMaker | $15,958,364 | 5,198 |
| 5/18/23 | - | Nasdaq listing | |||
| 7/24 | 10/24 | Unit Offering | DealMaker | $12,990,103 | 2,745 |
Monogram Capital Raise Timeline
Monogram's first direct-to-investor raise was a $14.6M round in 2019. Since then, Monogram has raised retail capital six additional times, using Reg A+ as a springboard to a Nasdaq listing in 2023.
Each raise brought in new believers—and more importantly, kept bringing them back. That's the long-term power of retail capital. It's not just one campaign—it's a compounding asset that grows with the business.
$80M+
Raised across seven campaigns
~40,000
Investors championing Monogram's vision
20%
Of each raise came from previous investors
Marketing Excellence
DealMaker Reach provided strategic investor acquisition services, helping Monogram connect with the right audience through high-impact channels.
Premium Publications
Targeted campaigns in premium publications like Morning Brew captured qualified investors
High-Engagement Webinars
Engaging events that generated over $4.3 million in investments
Community Building
Strategic approaches that fostered a loyal shareholder base
Investment Momentum
Innovative approaches that amplified investment momentum
Monogram's Journey to Success
Monogram's journey has been defined by relentless innovation, strategic fundraising, and breakthrough advancements in robotic-assisted joint replacement. From early-stage research to a Nasdaq listing and beyond, Monogram's milestones reflect its evolution into a pioneering force in orthopedic surgery:
- Filed its first patent application in 2017
- Conducted clinical studies at UCLA and University of Nebraska
- Expanded the team with key hires
- Attracted a top-tier advisory board to guide clinical innovations
- Signed their first distribution partnerships
- Made headlines with cutting-edge live demonstrations
- Secured 501(k) FDA clearance for the mBôs surgical system
Nasdaq Debut & Beyond
In May 2023, Monogram Orthopaedics successfully listed on the Nasdaq—a significant milestone offering liquidity and growth opportunities for the company.
For most companies, that would be the end of their story in the private markets. But for Monogram, it was just the beginning of a new chapter.
Public perception says you can't raise privately post-IPO. Monogram proved that wrong.
Defying conventional fundraising norms, Monogram raised an additional $13 million from private investors, powered by DealMaker. This move highlighted the power of a dedicated investor community and provided additional strategic growth capital. Meanwhile, strategic digital marketing for the private offering helped boost the public share price—a win-win for the company and its investors, both public and private.
This was retail capital at its best: strategic, repeatable, and aligned.
One vision. Zero compromises.
This wasn't a one-time raise. It was a multi-year capital strategy.
Retail capital helped Monogram:
- Go from concept to commercialization without relying on VCs
- Retain ownership and control in a high-burn industry
- Build a base of loyal shareholders who invested not once, but over and over again
- Uplist to the Nasdaq, and still keep raising post-IPO
This is what makes retail capital different. It doesn't expire—it compounds. And DealMaker is built to maximize that long-term value.
Ready to Raise Capital on Your Terms?
Whether you're pre-revenue or post-IPO, DealMaker gives you the infrastructure, support, and strategy to raise from the people who believe in you most.
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