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Check out the new fundraising playbook ↗️

Meet your on-demand fundraising coach.

Whether you've kicked off your raise, you're primed to do so, or you're just explorin' the option, we've got a personalized fundraising guide for you.

Start by picking the description which fits you best below!

arrows pointing to money

The General Guide

1

Publish your pitch

Your pitch is the most powerful tool in your fundraise. Make it clear + compelling – without any misleading info or exaggerations!

Luckily, uploading your pitch deck quickens the whole shebang. More tips below.

Pitches from successful companiesmega phone with sound waves
2

Raise

Woot – it’s time to get thosereservations! But before following the steps below, invite friends & family to vouch for you. Creating early momentum this way is the most critical step of your round! Morehere.

1. Email your networks.

Create a "1st degree" network of personal + professional contacts – aim for 100-200 people. Give these a personalized touch if you’ve got the time! Templateshere.

2. Shout it from the (digital) rooftops.

Which digital channels are your potential investors drawn to? Flood ‘em! FindIn your outreach, avoid any mention of your offering's terms & always link back to your Wefunder pitch. Legal ruleshere.

3. Re-engage investors.

Engaging directly with investors encourages community buy-in and help you raise more capital. Engage them via automated drip email campaigns, frequent updates and answering questions.

the money tree!
3

Secure Your Lead +
Choose Your Terms

Next, choose a Lead who adds credibility to your raise. This could be an existing investor. Ideally, they put or have put $20-50K into your company.

Pick someone you trust: they’ll act on behalf of all investors that come in through Wefunder.

Term Talk

Choosing the wrong contract or setting bad terms is like trying to sell a dozen eggs for $100 – no one will invest, and you will have wasted a ton of time.

fountain pen writing
bird
4

Keep the momentum

If you see investment traffic start to slow, layer consistent communication across multiple channels to build up a pool of potential investors – but keep in mind these advertising rules! We’ve got a slew of tactics to help you to reignite investor enthusiasm.

Ramp up emails + social.

Cycle content from your updates through email lists + social media every other week. Mix up your CTA; encourage people to follow the raise, read up on a new product release or see a recent press feature.

Up the updates.

Stick to weekly updates throughout the whole round, if possible. Focus on new business milestones – highlight growth and momentum beyond the raise.

Get paid (media).

Running paid media is an effective strategy to attract new followers to then engage via updates. We recommend working with an agency familiar with equity crowdfunding.

We have a few 3rd-party agencies we've worked with – shoot us an email atfundraising@wefunder.comif you’re interested!

All the deets onsetting up analytics here.

5

Secure the $

After you hit $50K in funding reservations and you’ve taken care of the legal work, we can kickoff the closing process!

Keep in mind that the SEC requires 21 days between filing the Form C and your first close. Get us those financials early (if possible, while you're raising!) to expedite the whole process.

clipboard with a game plan - maybe like football?

Our 3-Part Closing Series

More of a reader? Check out ourclosing guide here.

Here are some key terms you’ll need to know

Rolling Close

Form C

Reservations

Escrow

See full glossary

We're primed and ready to help you every step of the way ❤️

Wefunder team at Lake Tahoe, Spring 2021
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