For DealMaker issuers
Power your DealMaker raise, from onboarding to close.
Your brand. Your offering. A plan to bring investors in and help them complete the journey. RaiseFM brings extensive issuer campaign and investor-acquisition experience to your raise, then does the work: investment narrative, landing pages, ads, founder communications, investor follow-up, and the close.
RaiseFM is independent of DealMaker. Alex's experience comes from prior platform and issuer roles, including his work as StartEngine's Director of Funding Growth through October 2026.
Issuer campaign experience
Your checkout needs an acquisition plan behind it.
DealMaker's software puts your brand at the center of the investment journey. Your campaign still needs a clear story, a way to reach likely investors, and follow-up that helps them act. That is the work we lead, across launch preparation, paid acquisition, investor communications, and closing campaigns, brought together in one working plan for your offering.
We connect the work around your DealMaker raise
- Investment narrative
- Explain the business, traction, use of capital, and risks in language investors can understand, supported by your offering documents.
- Website and landing pages
- Build or improve your investor page and the path into checkout, with clear next steps and a consistent story throughout.
- Audience and acquisition
- Activate your customers, previous investors, and founder network, then test paid channels suited to your offering.
- Investor follow-up
- Connect education, email nurture, founder events, and reminders around the steps people still need to complete.
- Campaign coordination
- One calendar across your team, RaiseFM, and the providers handling your technology, regulated services, and purchased marketing.
Know who owns each part
DealMaker software, provided by Novation Solutions Inc., supports the branded investment checkout. DealMaker Securities LLC provides regulated intermediary or broker services where engaged. DealMaker Transfer Agent LLC handles ownership records where appointed. DealMaker Marketing Services provides separately contracted marketing work. Your offering's agreements determine the combination you use.
RaiseFM leads the marketing scope you hire us for. Your company supplies the facts and approvals; counsel, your broker or intermediary, and the appointed service providers retain their respective responsibilities.
Experience in numbers
60+
Reg CF and Reg A+ client campaigns led or supported with strategy and coordination
Campaigns at varying stages and scopes, through October 2026
$102.2M
Raised across Reg CF and Reg A+ client campaigns overseen in the role, through October 2026
Funds raised during the role, across 65 raises by 52 client issuers; campaign totals, not marketing-attributed capital
10,800
Estimated accredited investors across the same Reg CF and Reg A+ client campaigns
Estimated from each campaign's full run; includes investments made before the role began and may count an investor in more than one raise
From Alex's role as StartEngine's Director of Funding Growth, before RaiseFM. These figures are not DealMaker-specific results.
Onboarding to close
The work at every stage of your raise
We plan the audience, content, acquisition, and follow-up together, with clear owners at each stage. A Launch Build prepares the campaign. Campaign Leadership keeps it moving once live. The schedule follows your offering's legal readiness, checkout setup, and actual closing requirements.
Where is your raise?
-
Start here
Onboarding
Get launch-ready
- A launch plan built around your exemption, financials, filings, and approvals, coordinated with counsel and your broker or intermediary
- Review of your contracted DealMaker services, so every marketing task has an owner
- Your investment narrative, messaging themes, investor FAQ, and supporting evidence
- Direction for your founder video, from script to final cut
- Your investor website or landing page, connected to the DealMaker checkout journey
- A plan for customers, previous investors, and founder contacts most likely to engage first
- Available tracking and email workflows tested before acquisition begins
-
Start here
Launch
Go live with momentum
- A launch calendar with owners: yours, your contracted providers', and ours
- Founder, customer, and prior-investor outreach sequenced around the permitted launch date
- Follow-up for nonbinding reservations where your offering uses a permitted prelaunch process
- Launch announcements, social content, and emails prepared for the applicable review process
- The first two weeks of investor communications drafted before day one
- A tested mobile journey from your landing page through the available checkout steps
- Paid tests once the offering can accept investments and the campaign is ready
-
Start here
Live raise
Keep investors coming
- A weekly plan for spend, messaging, content, and follow-up, with an owner for every action
- Founder emails, company news, and investor education that give your audience reasons to return
- Webinars we host, founder interviews, and investor Q&As
- All campaign content, from ads and posts to video and email, overseen as one consistent set
- Landing-page and creative improvements based on where people stop
- Separate follow-up for new leads, unfinished applications, and signed but unpaid subscriptions, using authorized records
- Weekly decisions based on funded investments, acquisition costs, and outstanding transaction steps
-
Start here
Close
Finish strong
- The close-or-extend decision made early with your team, counsel, and broker or intermediary
- Closing messages across your page, ads, email, and founder channels tied to confirmed dates and terms
- A final founder webinar and useful reminders for each eligible audience segment
- Follow-up coordinated with the responsible team for outstanding documents, payments, and acceptance steps
- Any required notices and investor reconfirmations left with the authorized closing team
- Ads and outdated offers switched off on time
- A final campaign report separating commitments, funded investments, and disbursed proceeds, plus a post-close communication plan
Built around your exemption
- Reg CF
- Plan public communications around the intermediary's offering channel and applicable advertising rules. Closing work accounts for the target minimum, cancellation rights, and required notices.
- Reg A+
- Separate permitted prequalification interest-building from accepting investments after qualification. Keep campaign materials aligned with the current offering circular and approved changes.
- Reg D 506(c)
- Reach prospective accredited investors, with accredited-status verification handled by the responsible provider before sale.
- Reg D 506(b)
- Use a separate, counsel-approved private communication plan. Public advertising and general solicitation are excluded from that offering's campaign.
Founder communications
Campaign communications, written for you. In your voice.
Your investment page explains the opportunity. Consistent communication helps people understand the business, follow its progress, and decide whether to take the next step.
We turn founder conversations, company milestones, and recurring investor questions into clear emails, website content, social posts, and event material. We can ghostwrite as your CEO or founder, matching their voice and preparing each draft for their approval.
- One topic, a short read, and one clear next step
- Company progress supported by evidence and aligned with current disclosures
- Investor education that addresses the questions slowing decisions
- Drafts and revisions coordinated with your offering's approval process
- Content adapted for your own channels and any purchased communication tools, including DealMaker Engage where available
- Working cadence
- 3 to 4 pieces of campaign content a week across agreed channels, with email frequency tailored to each segment
- Closing stretch
- Near-daily activity across selected channels when there is useful content and time for approval
Your investor pipeline
Turn interest into completed investments.
A new lead, someone midway through checkout, and an investor waiting on payment need different next steps. We organize the journey so your team can see where people stop and which follow-up will help.
Nonbinding reservations are tracked separately from commitments. Funded totals show settlement and acceptance status. Disbursed proceeds are reported separately from gross investment amounts and reconciled to issuer bank receipts.
Put your audience and available data to work
- Email and CRM nurture
- Welcome, education, and re-engagement flows for your own contacts, segmented by source and stage.
- Checkout reminders
- Review the automated emails available in your DealMaker account, improve permitted templates, and coordinate additional follow-up without duplicating existing messages.
- Founder outreach
- Approved talking points, short company summaries, and follow-up drafts for your team, with technical and investment-specific questions routed to the right owner.
- Previous investors
- A distinct communication plan for existing holders and past-round investors who can be contacted for this offering.
- Connected reporting
- Use available exports, source tags, and authorized integrations to connect acquisition activity with investment progress. Confirm the fields and permissions before promising a CRM sync.
Paid advertising
Paid media, without the percentage.
We run paid advertising on Google, Meta, and other channels where your offering fits them. The plan connects your investment story, issuer-branded landing page, and checkout journey, with a budget built around the capital your company needs to retain.
- How we charge
- A flat management fee. We never charge a percentage of your ad spend, so a recommendation to spend more never raises our fee. Media spend is separate.
- Funnel roles
- Prospecting to reach likely investors, education to build understanding, and retargeting where permitted and technically supported.
- Creative
- Ads built from your messaging themes, refreshed as performance changes, and reviewed before they run.
- Timing
- Test before scaling. Adjust spend as funded cohorts develop and the campaign approaches its confirmed deadline.
- Measurement
- Report cost per lead, investment start, and funded investor where the records support it. Reconcile source reporting with cleared and accepted investment amounts, showing attribution limits and reversals.
With or without DealMaker Marketing Services
One campaign plan, whoever is doing the work.
DealMaker offers its own DealMaker Marketing Services, formerly DealMaker Reach. Its work can include website development, creative, ads, nurture, and events. RaiseFM starts with the scope you have purchased, then agrees where we add value.
If you use DealMaker Marketing Services
We work alongside its agreed scope.
- One calendar with clear owners for content, media, pages, events, and approvals
- Founder preparation and company evidence turned into usable briefs
- Your own audience, investor education, or communications where those sit outside the existing scope
- Independent review of campaign performance and acquisition economics using the data you can share
- A weekly decision plan that accounts for the combined activity
If you don't use DealMaker Marketing Services
We act as your agency within your agreed platform arrangements.
- Your investor-acquisition strategy and paid media, managed for a flat fee
- Your landing page, investment narrative, and creative, built by us or directed for your team
- Founder communications, email nurture, webinars, and completion follow-up
- Tracking and CRM work scoped to your actual tools and authorized access
- Page revisions and marketing reviews coordinated with the relevant providers
Marketing responsibilities are agreed separately from software, broker or intermediary, payment, and transfer-agent services. Those providers keep their contracted roles in either arrangement.
Webinars and founder Q&As
Founders, interviewed live.
Investors want to hear from the people building the company. We host webinars for your raise and interview founders live, helping your audience understand the business and get useful answers.
We plan the event, write the speaker brief and questions, coordinate review, promote it through your approved channels, and follow up with registrants. Approved replays and clips become material for your investor page, email, and acquisition campaigns.
Case studies
From Reg CF and Reg A+ raises in prior roles
-
Streitwise
Building the investor acquisition system behind a Reg A+ Office REIT
$20M+
Office REIT investments
2018 through 2022
1,500+
Retail investors in the REIT
2018 through 2022
Alex's role: Marketing Director at Streitwise from April 2018 to December 2024, leading marketing and fundraising. Figures are cumulative Office REIT totals, an employer-level result.
Read the Streitwise case study -
Epilog
Managing a live Reg CF raise through a $4.19M close
$4.19M
Invested at close
January 29, 2026
3.83×
Closing vs. handoff balance
Handoff to close
Alex's role: managed Epilog's StartEngine account as Director of Funding Growth. Invested amounts are campaign totals at handoff and at close.
Read the Epilog case study -
Etherdyne
From a technical story to an oversubscribed first Reg CF raise
$1.2M+
Raised, per Etherdyne's announcement
Closed March 9, 2026
468
Investments recorded
Full campaign
Alex's role: supported the raise strategy, story, and creative as StartEngine's Director of Funding Growth. The raised amount is Etherdyne's announced total.
Read the Etherdyne case study -
Innovega
Data-led growth for an FDA-regulated eyewear $2.9M+ CF raise
$2.9M
Raised in the CF1 raise (approximate)
Closed March 30, 2026
1,084
Investors in the CF1 raise
Full campaign
Alex's role: led campaign strategy and built the research, messaging, and creative workflows as StartEngine's Director of Funding Growth.
Read the Innovega case study -
LiquidPiston
A $3.9M Reg CF raise built around a technical story
$3,899,861
Invested in the Reg CF offering
Closed October 15, 2026
3
Investor webinars hosted
During the raise
Alex's role: managed the issuer strategy and growth plan and hosted three investor webinars as StartEngine's Director of Funding Growth, from launch through the close.
Read the LiquidPiston case study -
Legion M
Investor engagement for a fan-owned entertainment company's Reg CF raise
$965,225
Raised in the Reg CF offering
Snapshot as of October 4, 2026
2,359
Investors in the Reg CF offering
Snapshot as of October 4, 2026
Alex's role: supported the campaign and hosted two investor webinars as StartEngine's Director of Funding Growth. Figures are a snapshot of the live raise, not a closing total.
Read the Legion M case study
Questions from DealMaker issuers
A good fit is an issuer preparing to launch or already raising with DealMaker, with founder time for content and events and a realistic acquisition budget. We shape the engagement around your offering and the work already covered.
Is RaiseFM part of DealMaker?
No. RaiseFM is independent and is not affiliated with, endorsed by, or an official partner of DealMaker. The relevant experience comes from prior platform and issuer roles. You work with us on the scope agreed for your company.
Does using DealMaker bring us an investor audience?
Its issuer-branded software gives investors a way to invest in your company. The acquisition plan still needs named sources: your own community, founder outreach, paid campaigns, and any specifically contracted distribution. We build the forecast around those sources rather than assuming software access supplies an audience.
We already use DealMaker Marketing Services. Can you work alongside it?
Yes, with a complementary scope agreed around your existing services and access arrangements. We first review who owns media, creative, email, pages, and reporting. RaiseFM can then support founder content, audience activation, events, or independent campaign oversight where that adds value.
Can you build our page and improve checkout?
We can build or revise your investor website and landing pages, strengthen the story, and test the handoff into DealMaker. We identify checkout friction and coordinate supported configuration changes with the responsible team. Changes inside the software depend on its capabilities and your permissions.
Can you follow up with people who start investing but stop?
We can organize approved follow-up using the statuses, contact permissions, and email tools available for your offering. An unfinished application, missing signature, failed payment, and pending verification receive different treatment. Regulated checks and investment decisions stay with the authorized parties and the investor.
Will DealMaker connect to our CRM and track every investment source?
DealMaker documents exports, source tags, and an API, but the workable setup depends on your package and authorized access. We check your existing tools, available fields, and conversion events before scoping an integration. Reports distinguish what can be linked to a source from what remains unknown.
Do you write emails as our CEO or founder?
Yes. We can ghostwrite founder communications, investor education, and event material in their voice. Your founder approves the drafts, and offering-related content follows the applicable review process. We publish through the channels agreed for your campaign.
How do you charge for paid media?
A flat management fee set in the engagement agreement. We never charge a percentage of your ad spend. Media spend and any platform, regulated-service, or separately purchased vendor fees are separate.
Our raise is already live. Is it too late?
No. We review the story, page, acquisition, follow-up, and available investment records to find where progress is slowing. Then we set a plan with owners and deadlines. A stalled raise can start with a Raise Audit and Recovery Plan.
Do you work across Reg CF, Reg A+, and Reg D?
Yes. The strategy follows the exemption and your actual service arrangements. Reg CF and Reg A+ have different communications and closing workflows. Reg D 506(c) campaigns must account for accredited-investor verification; 506(b) work uses a private communication plan without public solicitation.
Is equity crowdfunding right for my company?
It can be a strong fit when you have a business people can understand, credible evidence of progress, and an audience you can reach, such as customers, users, fans, or an industry community. You also need a realistic budget, founders willing to participate, and comfort with the financial disclosures and reporting your offering requires.
We assess your goals, audience, readiness, and resources, then tell you plainly whether a campaign makes sense now, needs more preparation, or whether another funding route fits better. Our equity crowdfunding page covers the basics.
How do we prepare for a campaign, and how long should we plan for?
Start months before you need the capital. Confirm the offering path and providers, prepare the required financials and documents with your accountant and counsel, and build an audience. Then develop the investor story, campaign page, pitch materials, video, creative, email follow-up, tracking, and launch calendar. Assign responsibility for investor questions and set aside founder time throughout the raise.
Plan in months, with separate preparation and live-campaign phases. Reg A+ adds SEC qualification and audited financials; Reg CF timing depends on readiness and intermediary review; Reg D depends heavily on investor access and diligence. These aren't fixed schedules or promises of funding by a deadline. A Raise Plan maps the work, dependencies, budget, and milestones, including how to sustain momentum and plan the close.
Which offering path should we use?
Choosing the raise type is a core part of our work, alongside choosing how and where to run it. We help you compare Reg CF, Reg A+, and Reg D against your target raise, likely investors, existing audience, budget, timing, and capacity to support the campaign.
You get a clear recommendation and the practical trade-offs: who you can reach, how you can market, what the campaign will require, and whether the economics make sense. We work through those decisions before you commit to a platform or campaign build. Your counsel confirms eligibility and the final offering structure.
Tell us about your raise.
A few questions to help us understand your plans and where we can help.