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Dalmore’s Dedicated Salesforce Program enables issuers to have a licensed sales team under the broker-dealer. This means your team can compliantly solicit investors and earn commissions — something only a FINRA-registered broker-dealer can authorize.
Your sales team closes investments, Dalmore supervises, and commissions flow through the broker-dealer.
With Dalmore’s Dedicated Salesforce Program, your team is licensed under our broker-dealer so they can compliantly earn commissions while raising capital. We review and approve your offering, your marketing efforts drive investors into a funnel, and your licensed reps can engage, educate, and close on investments, all with compliance oversight.
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This program is available only to select issuers with significant investment volume. Dalmore does not supply reps — your team brings the people, we provide the structure.
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Sales person is engaged as an independent contractor (1099) of the Broker Dealer.
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The rep completes due diligence, SIE exam, and any other required FINRA licensing exams.
The rep is onboarded and connected for ongoing communications archiving and supervision.
Your rep begins outreach and investor engagement within approved compliance boundaries.
Investments are tracked and reconciled with reps commissions paid monthly.
All sales activity is supervised under Dalmore’s FINRA-registered broker-dealer license.
This model has driven some of the most successful alternative investment offerings.
Build a team of licensed representatives to engage investors across all channels
Dalmore supports rep onboarding, training, and ongoing compliance supervision.
All investor communications, sales activity, and transaction data flow through BDOS for full transparency and audit readiness.
Dalmore offers a full suite of broker-dealer services to support every stage of your raise. Discover how our expertise and infrastructure can help you scale with confidence.
With Dalmore’s Captive Salesforce Program, you can build and manage a compliant sales team under our broker-dealer supervision.
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