RAD Diversified’s Reinvestment Rates Tool

May 3, 2023

Real estate is one of the most lucrative asset classes in the world—but it can be a challenging market for investors to participate in, unless they have tens of thousands of dollars (or more!) to buy properties with.

RAD Diversified REIT (RADD) is a public, non-traded Real Estate Investment Trust (REIT). RADD’s investors benefit from the portfolio’s overall success (e.g. rents, interests, and value gains), essentially giving them a stake in dozens of properties with a single investment.

Co-founders Dutch Mendenhall and Amy Vaughn started out as consultants, helping thought leaders in the real estate investment space optimize their profit centers and lead their teams with purpose. But the more “gurus” they consulted, the more Dutch and Amy began to realize that most of the industry’s most respected experts were still doing things wrong—and they decided to “build a better mousetrap” on their own.

RADD invests primarily in income-generating farms and cash-flow rental properties, like residential and multifamily units. Their model is to purchase and then purposefully repair “broken assets,” turning ugly and undervalued properties into beautiful, profitable portfolio additions.

RAD Diversified’s Reg A+ raise

RADD has been using DealMaker to raise continuously via Reg A+ since May 2021. So far, they’ve brought in $36.8 million and counting from investors worldwide. But the unique thing about this offering is the way it leverages DealMaker’s tech to change the price per share on a quarterly basis.

Each time, the share price is updated based on the value of the properties under RAD’s ownership—essentially replicating the experience of being a publicly-traded REIT and demonstrating the company’s continued traction. From October 2019 to October 2022, RAD Diversified REIT, Inc. was able to increase their share price from $10.00 to $22.22—a 122.2% jump in just three years.

“I think what makes the DealMaker platform so valuable to us is really the ease and efficiency,” said Dutch. “We do something that’s not necessarily typical of Reg A+ deals—we change our price per share every quarter based on the portfolio’s performance. By doing that, we’re able to show our investors real value growth, not based on some arbitrary valuation calculation, but based on the real traction we’re generating. That’s really important to our community, and I believe it’s why so many of our investors continue to come back and re-invest in our offerings again and again. And with DealMaker’s platform, it’s a super simple process. It’s almost effortless to do, but has a massive positive impact for us.”

5,021 investors and counting

So far, RADD has completed nearly a dozen Reg A+ campaigns, with a new offering launched each time the share price changes. Over the course of the past two years, 5,021 investors and counting from 22 different countries have participated in the deals.

“Even just a few years ago, most founders wouldn’t dream of bringing on more than 5,000 investors. The way traditional capital raises are run, it would just be a complete logistical nightmare and make a mess of your cap table,” said Dutch.

“Today, it’s incredibly easy to do. DealMaker consolidates each round’s investors into a single line item, and the online payment processing and IR tools make it easy to manage all that in one place. I actually think it’s preferable now to have thousands of investors versus just five or ten big checks. Our community gets stronger and stronger the bigger it grows. It’s kind of like having an army of RAD Diversified ambassadors out in the world. And that drives more investment volume, too. It’s really been a win-win for us—and based on my experience running more than 11 campaigns now, DealMaker is the best way to do it. We’re certainly not planning to stop anytime soon.”

About RAD Diversified REIT Inc.

RAD Diversified REIT is a real estate investment trust that invests in residential, commercial, construction, and farmland real estate markets. RADD adjusts its share price quarterly based on changes in its asset portfolio’s underlying net asset value.

For more information, visit raddiversified.com.

Monogram Case Study - DealMaker (Embed)

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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