RISE TO PURPOSE

What RISE TO PURPOSE does

RISE TO PURPOSE LLC is a privately held, founder-owned micro-company founded in 2021 by David Rachal III and headquartered in New Orleans, Louisiana. The company operates with 1-10 employees and is structured as an LLC with no disclosed institutional funding, indicating a bootstrapped operating model. Its mission is to provide business solutions to minority and underserved entrepreneurs, combining coaching, technology, and access to professional services.

Name

RISE TO PURPOSE

Legal name

RISE TO PURPOSE LLC

Website

https://risetopurpose.org

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

RISE TO PURPOSE LLC, founded in 2021 in New Orleans by David Rachal III, operates the Business S.H.I.E.L.D. all-in-one growth marketing platform (built on HighLevel infrastructure) plus business coaching and referral-based legal, tax, and banking services, targeting minority and underserved SMB entrepreneurs.

Ownership category

akta.pro rank

Product category

Marketing Automation and CRM Software for SMBs

NAICS

Advertising Agencies (541810), Advertising Agencies (54181), Marketing Consulting Services (541613)

SIC

Services-Advertising Agencies (7311), Services-Advertising (7310), Services-Prepackaged Software (7372)

akta.pro primary industry

B2B Demand Generation & Lead Nurture Agencies (BPAFAKAA)

akta.pro secondary industries

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE), Marketing, Branding & Sales Skills (EDAMAHAG), Corporate & Leadership Development (BPACANAA)

Keywords

• Marketing automation software
• Small business CRM platform
• Business coaching services
• Entrepreneur support platform
• White-label agency software

Headquarters

HQ city

New Orleans

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Personnel, Operations

Revenue model

1. Business SHIELD Platform Subscription: All-in-one growth marketing platform with CRM, marketing automations, website building, and white-label capabilities. Offered via 14-day free trial with subscription conversion.
2. White-Label Agency Fulfillment Services: Additional agency services including Facebook Advertising, Google Advertising, and Social Media Posting sold as add-on fulfillment.
3. Legal Consultation Services: Legal services provided through Legal Club of America partnership, with discounted rates at 40% off standard rates (minimum $125/hour).
4. Business Coaching Services: One-on-one coaching with David Rachal III providing accountability, unbiased feedback, and cross-industry insights for entrepreneurs.
5. Tax Services: Tax preparation and advisory services including complimentary mail-in tax return preparations, unlimited tax advice, and audit assistance through Tax Hotline partnership.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

RISE TO PURPOSE sells the Business S.H.I.E.L.D. (Entrepreneur S.H.I.E.L.D.) all-in-one growth marketing platform, which combines CRM, marketing automation, website and landing page building, lead capture forms, appointment scheduling, multi-channel follow-up campaigns, review monitoring, Stripe payment collection, pipeline management, and a white-label desktop application for agencies. The platform is bundled with add-on professional services including one-on-one business coaching with the founder, Legal Club of America legal consultations, Tax Hotline tax preparation, Relay business banking integration, and Keep More Money Collective financial coaching.

Product overview

RISE TO PURPOSE operates as a business empowerment organization offering the Business S.H.I.E.L.D. (Strategic Hub for Intelligence, Execution, Logistics, and Development) platform as its primary all-in-one growth marketing solution for entrepreneurs. The platform integrates CRM, marketing automation, website/landing page building, lead capture with drag-and-drop surveys and forms, appointment scheduling, review management, multi-channel follow-up campaigns, and white-label agency capabilities. Complementary service modules include Legal Club of America® for legal consultation, Tax Hotline® for tax preparation, Keep More Money Collective for Profit First financial management, Relay business banking integration, T.E.A.M. Discovery coaching consultations, and direct business coaching—all designed to support minority and underserved entrepreneurs from startup through growth.

Differentiator

Problem solved

Functional benefit

Brands

• Entrepreneur S.H.I.E.L.D. Strategic Hub for Intelligence Execution, Logistics, and Development — an AI-powered all-in-one business platform offering CRM, marketing automation, lead capture, website building, appointment scheduling, review management, payment collection, and white-label capabilities for entrepreneurs and small businesses.

Products and services

• Business S.H.I.E.L.D. (Entrepreneur S.H.I.E.L.D.) All-in-one AI-powered growth marketing platform for entrepreneurs and small businesses, providing CRM, marketing automation, website and landing page building, drag-and-drop surveys and forms, appointment scheduling, multi-channel follow-up campaigns (SMS, MMS, email, voicemail drops, phone connect, Facebook Messenger), automated and real-time review management, pipeline management, Stripe payment integration, unified analytics, and white-label desktop application capabilities for agencies.
• Legal Club of America (Legal Consultation Services) Legal consultation service for Business S.H.I.E.L.D. members, providing unlimited attorney consultations, document review (up to 5 documents quarterly), demand letters, registered agent services, and 40% discount on extended legal assistance at a $125/hour minimum, delivered through the Legal Club of America partnership.
• Keep More Money Collective
• Tax Hotline (Tax Preparation Services) Comprehensive tax service providing complimentary mail-in tax return preparation for 1040EZ, 1040A, and 1040 forms, unlimited federal tax advice, IRS audit assistance, and proactive tax planning strategies, delivered by tax attorneys, CPAs, and IRS-certified Enrolled Agents with a $1 million liability policy.
• Relay Business Banking
• T.E.A.M. Discovery Consultation
• Business Coaching with David Rachal III

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability3 records

Feature12 records

Partnerships

Six partnerships are on record, tiered core and minor.

• StripecoreTechnology or IntegrationPayment processing integration partner for Business SHIELD platform. Enables seamless payment collection through websites, sales funnels, and appointment bookings. Users can sign up for trials via Stripe checkout.
• RelaycoreTechnology or IntegrationBusiness banking partner offering premium business checking accounts with up to 20 checking accounts, 50 physical/virtual Mastercard debit cards, ACH transfers, checks, wires, and integration with Stripe, Square, Shopify, QuickBooks, and Xero. FDIC insured up to $250K.
• Legal Club of AmericacoreStrategic or Co-development PartnerLegal consultation partner providing unlimited consultations, document review, demand letters, registered agent services, and 40% discount off standard attorney rates ($125/hour minimum) for Business SHIELD members.
• Tax HotlinecoreStrategic or Co-development PartnerTax services partner providing complimentary tax return preparations (1040EZ, 1040A, 1040), unlimited tax advice, audit assistance, and proactive tax planning. Delivered by tax attorneys, CPAs, and IRS-certified Enrolled Agents with $1 million liability policy.
• Keep More Money CollectiveminorStrategic or Co-development PartnerCommunity partnership for wellness business owners with 'Profit First' and 'Fix This Next' certifications. Includes tri-weekly calls for Profit First, bookkeeping, and tax queries, plus exclusive access to 'Keep More Money' course.
• HighLevelcoreTechnology or IntegrationUnderlying technology infrastructure for Business SHIELD platform. Provides the all-in-one marketing automation and CRM capabilities including website builder, landing pages, surveys, forms, calendar, SMS, email, and pipeline management tools.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• ActiveCampaign: ActiveCampaign delivers email marketing, marketing automation, and CRM for SMBs, with multi-channel follow-up capabilities that overlap directly with Business SHIELD's SMS, email, and pipeline functionality.
• Vendasta: Vendasta offers a white-label end-to-end platform for agencies and SMBs covering CRM, marketing automation, reputation management, and commerce — directly overlapping Business SHIELD's positioning. Both target the agency-reseller channel with bundled SMB software.
• GoHighLevel: GoHighLevel is the underlying white-label CRM and marketing-automation platform that powers Business SHIELD. It sells the same all-in-one sales and marketing toolkit directly to agencies and SMBs, making it both the technology backbone and the most direct competitive substitute.
• ClickFunnels: ClickFunnels is an all-in-one sales funnel and marketing platform for entrepreneurs and SMBs, with landing page builders, email automation, and CRM features that closely parallel Business SHIELD's core functionality.
• Kartra: Kartra is an all-in-one platform for entrepreneurs offering landing pages, email automation, checkout, memberships, and calendars. It targets the same solopreneur and SMB buyer with a comparable bundled offering.
• Keap (Infusionsoft): Keap provides CRM, sales and marketing automation, and payment tools targeting small businesses and solopreneurs. Its bundled SMB-focused automation approach makes it a directly comparable peer to Business SHIELD.

Broad incumbents

• Mailchimp: Mailchimp is a broad email marketing and automation platform for SMBs, offering lead capture, multi-channel campaigns, and basic CRM. It competes with Business SHIELD for the same SMB marketing-automation wallet.
• Thryv: Thryv provides an end-to-end small business management platform spanning marketing automation, CRM, payments, and reputation management — overlapping Business SHIELD's all-in-one SMB value proposition at a much larger scale.
• Constant Contact: Constant Contact is a longstanding SMB-focused email marketing, social, and lead-generation platform. It serves the same small-business marketing-automation buyer as Business SHIELD with a more established brand.
• HubSpot: HubSpot is a much larger incumbent offering a comprehensive CRM, marketing automation, sales hub, and content tools suite for SMBs and mid-market. It serves the same SMB entrepreneur buyer with substantially more resources and brand recognition.

Market position

Strengths5 records

Weaknesses4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/rise-to-purpose

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RISE TO PURPOSE