Services
The offering structure, investor audience, platform, review process, and follow-up capacity all shape the campaign. RaiseFM finds the gaps, builds the agreed marketing system, from the investor story to acquisition and follow-up, and helps your team make the next decision with evidence.
01 Plan the raise
Know what the campaign needs before committing to the build.
We review the investor audience you can reach, your story and available proof, the current funnel, provider roles, internal capacity, and budget.
One strategy document and a working launch calendar, usable with RaiseFM or another team.
Decision at the end: proceed, prepare further, reduce scope, or reconsider the proposed launch date.
02 Build the campaign
Turn the plan into a campaign your team can run.
A usable campaign asset set with named owners, finished with a test of every flow and a readiness review.
Clear lines: the statement of work names which assets we write or configure, which specialists produce, and which the platform, counsel, or your team owns.
03 Lead the campaign
Keep the live raise moving with a weekly decision cadence.
We review pace and investor-journey data, recommend message and budget changes, coordinate campaign updates and events, track owners, and plan the close.
The value is the decisions and follow-through, not a dashboard subscription. Production volume, paid media account ownership, meeting cadence, and response times are set in the engagement agreement.
Campaign execution
RaiseFM can do the work, not only plan it. Each of these runs inside a Launch Build or Campaign Leadership, scoped to what your campaign needs, and every asset goes through the review your platform and counsel require.
Defined scopes for specific problems, offered when discovery shows they fit. Each can stand alone or lead into Launch Build or Campaign Leadership.
A live raise is behind its plan.
We review the investor journey, campaign page, message, traffic quality, email and CRM, available investment data, spend, founder activity, and remaining time.
You receive a prioritized diagnosis, a 30-day action plan with owners, and a frank assessment of what can still change.
Interested prospects and prior investors are not hearing from you consistently.
Map CRM stages and permissions, segment interested prospects and prior investors, and create agreed email and event follow-up. Investor questions are handed to the issuer or an authorized provider. This can be part of a Launch Build or a standalone project.
You receive a follow-up system your team can run, with clear handoffs.
You need the right platform and vendors for your actual raise.
A comparison of platforms and vendors on investor experience, data access, services, cost, review responsibilities, and implementation workload. You and your counsel decide the legal and platform path.
You receive a side-by-side comparison and an implementation map.
These are defined consulting scopes, not promises of a rescue, an investor network, or access to every platform. Deliverables, timing, decision makers, and fees are confirmed after discovery.
These are scoped capabilities, not an all-inclusive retainer. RaiseFM can lead strategy and selected execution while specialist designers, video producers, media buyers, and authorized providers carry out their defined work.
Which proof leads: revenue, demand, or the team's record?We list every claim the company can support, match each to the questions investors will ask, and rank the proof by how much doubt it removes. What we build and runA proof brief, then every page, ad, and email written from it.The brief sets the message hierarchy, the founder story, and the approved claims, so every channel tells the same version of the company.
What must an investor see before scrolling, and what goes in the FAQ?We map the questions that stall investors to the section that answers them, then decide what leads, what supports it, and what moves to the FAQ. What we build and runThe platform page written or refined, plus a landing page you host.Headline, narrative sections, video and image briefs, team, and FAQ, revised after launch as milestones and investor questions come in. The landing page sits on your own website and sends visitors to the official offering page. The platform and counsel review every change.
Who hears from you after starting to invest, and when does it stop?We segment new interest, prior investors, event sign-ups, and incomplete investments, and decide what each group hears, when, and what ends the sequence. What we build and runSequences built and sent, with triggers and stop conditions.Each flow has a trigger, content, exclusions, a stop condition, and an owner. Reminders and task handoffs are automated only where they save recurring work.
Which message earns more budget after the first round of tests?We set each channel's role, test messages and audiences against a fixed budget, and judge results on the deepest funnel step we can measure, not clicks alone. What we build and runAds launched and managed, with test budgets and scale or pause rules.Creative briefs, campaign setup, budget pacing, and weekly scale or pause decisions. The scope names who buys the media and who owns the ad accounts.
Which milestones become updates, posts, or events this month?We review company progress each week and choose what investors and prospects should hear, in which format, and when. What we build and runUpdates, follow-ups, and answers on a set calendar, with event briefs.Regular updates and posts tied to real company progress, follow-ups with interested prospects, clear answers to investor questions, and webinar and live event briefs with replay follow-up.
What do investors ask search engines and AI tools about you?We research what investors search for and ask AI assistants about the company, its market, and the offering, and find where the answers are thin or wrong. What we build and runArticles and FAQs written from search data, published and tracked.Articles, FAQ pages, and structured content written for search results and AI answers, published on your site and tracked for traffic and sign-ups.
Which newsletters, communities, and brands reach your audience?We shortlist partners whose readers fit the offering, check their reach and terms, and agree what each placement should achieve. What we build and runPartners sourced and managed, with disclosures and tracking.Approved outreach materials, a placement calendar, the required disclosures, and tracked results. Marketing partnerships stay separate from securities referrals and compensation arrangements that need specialist review.
Which page change needs review before the next email goes out?We track every asset that needs platform or counsel review and plan the campaign calendar around review times. What we build and runDeadlines and compliance reviews on one shared calendar.Page changes, review submissions, platform promotions, data access, and investor-issue routing, kept within the provider's actual scope.
Is the campaign short of traffic, of follow-up, or of conviction?We define each funnel step, compare pace against plan, and find the step where prospects get stuck. What we build and runA weekly decision brief that says where attribution is limited.Funnel definitions, connected campaign data, and a weekly brief: what changed, what was measured, and three priorities, each with an owner.
What do investors hear after the close, and how often?We set the cadence and content of investor communication after the close, and plan how current investors hear about the next raise. What we build and runUpdates, annual meeting outreach, and reinvestment campaigns.An investor update calendar, annual meeting and quorum outreach, and campaigns that invite current investors into the next round.
Our services
Your counsel confirms the structure. RaiseFM builds the marketing around it: who you can reach, what you can say, and how follow-up works.
Reg CF
Plan the launch around your platform's milestones, activate the audience you already have, and lead the campaign from launch to close.
Reg CF marketing
Reg A+
Build the acquisition, education, and follow-up needed to sustain a raise well beyond launch week.
Reg A+ marketing
Reg D
Under 506(c), public marketing to accredited investors whose status is verified. Under 506(b), private, relationship-led communications only.
Reg D marketing
Real Estate
Explain the asset, sponsor, terms, and risks, then build the investor journey from first interest to funded investment.
Real estate marketing
RWA Tokenization
Explain what investors actually own before explaining the token, then plan the journey from first interest to ownership.
RWA tokenization marketing
Private Funds
Turn the manager, thesis, and terms into clear materials and qualified follow-up through a longer diligence cycle.
Private fund marketing
Start here
A Raise Plan reviews your readiness, audience, story and budget, then shows which path fits and what the marketing will take. Early-stage companies can build the audience and story first.
Start with a Raise PlanEvery engagement starts with clear ownership. A plan moves a raise forward only when every piece has an owner who does the work, so we decide who executes before anything launches. RaiseFM can do that work, not just plan it.
Strategy and execution
Leads campaign strategy and runs the agreed marketing work week by week.
Information and approvals
Supplies accurate business information, approves claims and materials, and takes part in founder outreach, updates, and investor events.
Production
Handle design, video, media buying, or development. They can be RaiseFM's specialists or your own, depending on what the raise needs, each working to an agreed scope.
Legal and regulated work
Handle legal review, offering documents, and the functions they are registered for, including their own review of campaign materials before anything goes out.
A few questions to help us understand your plans and where we can help.