RaiseFM

Reg CF campaign strategy

Launching a Reg CF? Build the campaign before you go live.

Work with us on your investor story, launch plan, email follow-up, and campaign decisions. RaiseFM connects the work your team, platform, and marketing partners need to deliver from preparation through close.

Tell us about your raise

Alex led or supported 60+ Reg CF client campaigns with strategy and coordination as StartEngine's Director of Funding Growth, through October 2026.

Built around your offering, platform, and team.*

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

The campaign gives people a reason to visit.

A Reg CF campaign needs a clear business story, proof investors can evaluate, an audience you can actually reach, and a plan to bring interested people back. RaiseFM helps the founder, platform, and marketing partners prepare that work before launch and make useful decisions while the raise is live.

Start with the audience you can actually reach

Existing customers, subscribers, founder contacts, partners, and prior investors usually carry a Reg CF launch. We review engagement and permission, not just list size. Owned outreach and paid tests have different jobs, and a purchased list is not a community ready to invest.

A campaign built in three phases

Each phase has its own job. The plan for each is set before launch and adjusted with what the campaign teaches you.

  1. Before launch

    Prepare the audience and assets

    Review customers, subscribers, founder contacts, partners, and previous investors for relevance and permission. Build the message and proof brief, offering-page narrative, launch calendar, founder outreach plan, video and creative briefs, email flows, tracking plan, and review tracker. Test the route from every promotion to the official intermediary page.

  2. During the raise

    Learn and keep momentum

    Watch page visits, follows, investment starts, completed investments, and funded capital where the platform reports them. Paid tests, founder content, campaign updates, webinars, and email follow-up each do a different job. Refresh the message based on real investor questions and data, not a fixed posting schedule.

  3. Toward close

    Focus the remaining time

    Prioritize genuinely time-sensitive communication, follow-up with people who showed interest, investor issue routing, and a final media plan. Keep the close date, any extension, and the terms accurate in every approved channel, and shut down expired ads and reminders.

Compliance-aware campaigns

Marketing written for the review it has to pass.

At StartEngine, inside a FINRA-regulated broker-dealer, every ad, email, and campaign update went through compliance review before it ran. RaiseFM plans that review into the campaign instead of discovering it in launch week.

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 Form C
Testing-the-waters content carries the required "no money" legend, and nothing makes an offer before the Form C is filed.
Off the platform
Messages give the offering's terms only, tombstone style, or no terms at all, never a mix. They link only to the platform.
Claims
"First" and "best" claims are qualified, forward-looking statements have a reasonable basis, and there is no speculative imagery or undisclosed CGI.
Closing
Deadline language appears only when the deadline is real, with the closing disclosure attached.
Promoters and influencers
Compensation is disclosed under Section 17(b), and none is tied to the amount raised.
Calls to action
Wording such as "Learn more" where the platform does not allow "Invest now".

What RaiseFM can deliver

Scoped to what your campaign is missing. This work runs through a Raise Plan, Launch Build, or Campaign Leadership. A stalled campaign can start with a Raise Audit and Recovery Plan.

Readiness assessment
A campaign-readiness and platform-marketing assessment before you commit to a launch date.
Story and proof
The investor story, a proof hierarchy, and direction for the campaign page and creative.
Campaign page development
Your offering page on the platform, written or refined for the investors you want to reach, then updated as the raise moves.
Landing page development
A landing page hosted on your own website that captures interest and links only to the platform, with offering terms limited to what Reg CF allows away from it.
Content creation
Ads, social posts, video briefs, and email updates overseen as one set, so the message stays consistent and reviewed.
Founder and community outreach
A calendar for founder and community outreach, a webinar plan, and approved update themes.
Investor communication
Campaign updates, follow-ups, and answers to investor questions on a set calendar through the close.
Email and CRM
Follow-up flows for new interest, event attendees, and prior investors.
Paid advertising
Paid acquisition strategy, ad creative tests, and measurement, carried out with a named media buyer.
Live campaign leadership
A weekly campaign brief, an owner for every action, and a closing plan.

Examples from StartEngine

StartEngine Prior employment

Managing a live Reg CF raise through a $4.19M close

Read the Epilog case study
Context
Epilog's Reg CF raise was already live on StartEngine, with $1,093,597 invested in its first 90 days, when Alex took over the account as Director of Funding Growth.
Role
Managed Epilog's entire StartEngine account through the close, owning the founder relationship and the operating plan across investor acquisition, paid media, creative, the campaign and landing pages, platform promotions, follow-up, and closing decisions.
What happened
From June 1, 2025 to the January 29, 2026 close, the raise grew from $1.1M to $4,191,052 invested, 3.83 times the handoff balance. September 2025 alone brought $1.1M in commitments, about as much as the first 90 days. Epilog stayed with StartEngine for another Reg CF round and a Reg A+ offering.
How the result is defined
Invested totals at handoff and at close. The difference describes the whole campaign.
  • Etherdyne ad: the words Charge Devices Without Cords, Patented wireless energy to power devices, an Invest in Etherdyne button, and the ETI logo, beside a desk where a phone, lamp, monitor, keyboard, and mouse sit on a glowing glass surface.
    • Reg CF
    • Wireless power technology

    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

A useful weekly campaign meeting

Reporting matters when it leads to a decision: a message refresh, a follow-up fix, or a budget change.

Weekly campaign briefIllustrative example
Pace
Recent campaign pace against the plan
Data
Acquisition and investment data available to the team
Constraint
The biggest thing holding the campaign back
Actions
Three, each with an owner and a deadline

A useful first conversation

Bring the current or planned offering page, your launch date, the audience you can reach, your budget, the investor questions you already hear, and what your platform's support covers.

The first decision may be to launch, prepare further, narrow the work, or change the timing.

Fit and questions

A good fit has credible business proof, founder time, a realistic marketing budget, and a willingness to coordinate review. If preparation is incomplete, the first step can be a Raise Plan.

Do you help choose the platform?

We can assess the marketing and operating implications of the options, then compare them with your audience, budget, and team's needs.

Can you help a campaign that has slowed?

We begin with the data, page, audience, current activity, and remaining time. The output is a prioritized recovery plan and a realistic view of what can change.

Do you run the entire campaign?

The agreed scope can cover senior leadership and selected execution. We define production, media buying, platform work, and founder responsibilities before starting.

What happens before Form C is filed?

Any interest-building work must match the offering stage and the approach approved with counsel and the intermediary. We plan those requirements into the campaign.

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.

Related raise types

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.