Reg A+ investor marketing

Build the marketing operation behind your Reg A+ raise.

A sustained raise needs a clear investor story, coordinated acquisition, consistent follow-up, and decisions grounded in campaign performance. We help connect that work across your team and providers.

Tell us about your raise

Experience across StartEngine campaign strategy and Streitwise's Reg A+ investor marketing, both prior roles.

Built around your offering, platform, and team.*

  • StartEngine
  • Republic
  • Securitize
  • Wefunder
  • Netcapital
  • Equifund
  • DealMaker

Planning the campaign

A Reg A+ campaign needs more than a launch spike. Investors find the offering through different channels and may come back several times before they invest. RaiseFM connects the public story, campaign page, acquisition, email follow-up, investor experience, and reporting, so you can see what is working and what needs to change.

A Reg A+ raise can run for months. Before increasing media spend, understand the audience, the investor journey, and the work needed to support both. RaiseFM helps you plan the budget, content, follow-up, and reporting around the actual operating demands of the raise.

The work across the raise

  1. Prepare

    Set the foundation

    Audit the audience, investor story, approved proof, budget, platform and provider roles, and available data. Build the message hierarchy, page architecture, campaign calendar, creative themes, email map, and review process. Any interest-building before qualification needs its own counsel-approved approach.

  2. Launch and learn

    Test the whole journey

    Coordinate founder outreach, paid tests, content, webinars, and partner placements. Test the mobile journey from ad or email through the approved offering page and checkout. Look beyond clicks to interest, investment starts, completed investments, and settled capital where the platform reports them.

  3. Sustain and close

    Keep it moving to the end

    Refresh creative and investor education with substantiated business progress. Diagnose follow-up gaps and paid media economics, route investor issues to the right team, and use genuine deadlines for closing communication. Each week ends with a decision brief, owners, and next actions.

Connect acquisition to the investor journey.

A visit is not an investment. Each step below can be measured differently, and the gaps between them are where follow-up and reporting earn their keep.

  1. 01

    Visit

    Someone reaches the campaign page or a landing page.

  2. 02

    Interest

    They subscribe, register for an event, or follow the raise.

  3. 03

    Investment started

    They begin the investment process on the platform.

  4. 04

    Investment completed

    They finish and fund the investment.

  5. 05

    Capital settled

    Funds clear and count toward the raise.

Illustrative. Each campaign uses the events its platform and tools can actually report, and the report states conversion lag and attribution gaps.

What RaiseFM can own

Start with a Raise Plan if the operating model is unclear. Use a Launch Build to prepare the assets, then Campaign Leadership for the live raise.

Narrative and content creation
Founder talking points, approved update themes, FAQs, and video and creative briefs that can evolve during the raise, with every ad, post, and email overseen as one consistent set.
Campaign and landing pages
The offering page written or refined for the investors you want to reach, and a landing page hosted on your own website that links to the offering circular and the official investment page.
Paid advertising and acquisition
Channel roles, a paid test plan, publisher and partner opportunities, budget pacing, cost per funded investor, and direction for the media buyer.
Lifecycle and CRM
New-interest education, event follow-up, prior-investor re-engagement, authorized reminders for unfinished investments, and communication after the close.
Investor communication
Regular updates on real company progress, follow-ups with interested prospects, and clear answers, with investor issues routed to the right team.
Performance and coordination
Funnel definitions, reporting, the review calendar, provider handoffs, and weekly decisions.

Compliance-aware campaigns

Built around the offering circular and the review cycle.

At StartEngine, inside a FINRA-regulated broker-dealer, Reg A+ campaign assets went through compliance review before they ran. From planning to close, RaiseFM schedules that review into the campaign so it does not stall the raise.

We've also worked alongside CrowdCheck, a due diligence and compliance firm for online offerings, to bring Reg CF and Reg A+ offerings online.

Your counsel and platform make the compliance calls. RaiseFM gets the work to them ready to review.

Before qualification
Testing-the-waters materials link to the offering circular or say how to get it, and carry the required legend.
After qualification
Written offers come with the most recent offering circular, through a direct link.
Fair and balanced
Benefits appear beside the risks, in line with FINRA Rule 2210, and forward-looking statements are qualified.
Promoters and influencers
Compensation is disclosed under Section 17(b), and content follows the Reg A rules for paid promotion.
Closing
Deadline language appears only when the deadline is real, with the closing disclosure attached.

Experience building a long-term investor marketing system

Streitwise Prior employment

Investor acquisition and follow-up for a Reg A+ Office REIT

Read the Streitwise case study
Context
Streitwise offered an Office REIT to retail investors under Reg A+. Alex was Marketing Director from April 2018 to December 2024.
Role
Led marketing, acquisition channels, email and CRM, the website, and investor experience. Built the CRM used to prioritize and follow up with investor leads.
What happened
The Office REIT raised over $20M from more than 1,500 retail investors, with five consecutive growth years from 2018 through 2022.
How the result is defined
Cumulative Office REIT investments from 2018 through 2022. Not a single campaign and not marketing-attributed capital.
    • Reg A+
    • Office REIT

    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

He also led campaign strategy and cross-functional work for Reg A+ and Reg CF issuer clients at StartEngine, also a prior role.

What the first stage looks like

We review your existing data and spend, the mobile investor journey, CRM flows, content, provider responsibilities, and the campaign calendar.

You receive a baseline, the key constraints, and a prioritized operating plan. Then you decide which systems to improve before expanding execution.

Questions about Reg A+ support

Can you work alongside our media agency or platform marketing team?

Yes. RaiseFM can own the campaign strategy and coordination layer, with responsibilities agreed so the team has one coherent plan.

Can you help before qualification?

We can prepare the marketing strategy and appropriate materials around the offering stage, with the required review and approvals.

How do you assess performance?

We look at acquisition, follow-up, investment completion, and campaign costs using the data available to the issuer. The report states what is measured and where attribution is limited.

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.

Next step

The only fundraising consultant with direct platform and issuer experience. Work with Alex.

Share where the raise stands, the offering path, your timing, and the main challenge. Alex reviews every inquiry personally.

  1. You send a short inquiry: a few short questions about the raise, then how to reach you.
  2. We reply within one business day, whether or not the work is a fit.
  3. If it's a fit, you book a 30-minute first conversation from the link in that reply.

Tell us about your raise.

A few questions to help us understand your plans and where we can help.