Start your outreach early and get buy-in from family, friends, and people in your professional network.
Some founders may host office hours or small group events to give potential investors a chance to ask questions.
Once you've had some initial conversations, a TypeForm can be a great way to start getting a sense of investor interest.
Here's an example.
Once you have a sense of who your first movers might be, you should be sure to track them in a spreadsheet. Consistent communication is key and you'll need a place to keep your notes organized.
Here's the template.
Teaser pages are a simple way to collect email addresses and potential investment amounts.
Build your teaser here. It only takes 5 minutes!
When you're closer to filing your Form C and launching your Investment Campaign, you can consider running a Reservation Campaign to start building traction.
Once your Investment Campaign is live, individuals that make a reservation will have 7 days to confirm their investment. Conversion rates range from 60-80% on average.
Take a data-driven approach and set clear KPIs
Take a balanced approach to objectives (awareness, traffic, conversions) as well as targeting (prospecting, retargeting)
Use Facebook Pixels, implemented in line with best practices, to optimize campaigns and report
Run 6 ad sets per campaign, run 6 ads per ad set
Run vertical 16:9, and square 1:1 aspect ratio creative to appear in both Stories and Feeds appropriately
Have varying copy options in every ad
Run a mix of Link, Video and Carousel ads
Tag ads with UTMs to compare click and view-based attribution
Limit budget changes to 20%, every 48 hours to avoid resuming the learning mode
Avoid publishing targeting and creative until all changes are configured into sprints to minimize the time in learning mode
Confirm with your securities counsel whether or not an amendment to the Offering Documents is required. Be sure to review the structure & content of the webinar with your securities counsel to ensure compliance.
Send an invitation to the webinar through your "updates" section.
Record the webinar and post the video to your "updates" section.
Get a transcript of the webinar to post to your "updates" section. Rev.com is a great transcription tool!
If you are hosting a webinar prior to launch, be sure to include the TTW disclaimer.
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