Learning Center/Topic
investor acquisition
35 posts, newest first.
crowdfunding
Why a raise with no reason to build anything falls flat
Crowdfunding investors back what the money will build. A raise to keep the company going as it is has nothing to sell, and no ad budget fixes that.
Bryce W Jones ·
crowdfunding
Don't staff your raise from the people you already have
A raise staffed from the existing team is shaped by what that team can do. Start from what the raise needs, then fill each job with someone who has done it.
Bryce W Jones ·
crowdfunding
Raise velocity: why a raise sags in the middle, and how to keep spending
Raise velocity is the dollars per day a raise brings in. It is high at the open and the close and low in the middle. Plan for that shape and keep spending.
Bryce W Jones ·
reg cf
Should you run a Reg CF and a 506(c) side by side?
Sometimes. A parallel 506(c) fits when you have an accredited network or must raise more than Reg CF allows. Give it better terms and a bigger minimum.
Bryce W Jones ·
crowdfunding
How long does a crowdfunding raise take, from Day 0 to the close?
Plan on about 90 days before launch, then about three months live for a typical Reg CF raise. Reg A+ runs closer to ten months. Here is the calendar.
Bryce W Jones ·
crowdfunding
The Ghost Launch: why switching platforms won't fix an empty room
A raise that opens with no audience opens to zero, on any platform. The fix is the preparation before launch, not a new portal.
Bryce W Jones ·
crowdfunding
Is crowdfunding right for your company? Take the fanbase test
Equity crowdfunding pays off when a crowd of investors is worth more to you than their money. If a fanbase does nothing for you, raise somewhere else.
Bryce W Jones ·
crowdfunding
Why your crowdfunding raise needs a single person running it
A raise takes many hands but needs one Raise Owner, someone who can drop everything and answer in minutes, so launch and mid-raise decisions never stall.
Bryce W Jones ·
investor acquisition
How to raise again from your existing investors
Your first round's investors are the cheapest, warmest audience for the next one. How to keep them informed, segment them, and plan the follow-on.
Bryce W Jones ·
compliance
When can crowdfunding investors sell their shares?
Reg CF shares are locked for a year, Reg A+ shares are free to trade but rarely have a market. What to tell investors who ask when they can sell.
Bryce W Jones ·
crowdfunding
Investor perks and bonus shares, and how to set them before launch
Tiered perks, early-bird and volume bonus shares can move a raise. They must be in the offering documents and are hard to change after launch.
Bryce W Jones ·
crowdfunding
What goes on an offering page, and what makes it convert
An offering page that converts covers the pitch, video, team, traction, use of proceeds, terms, and risk factors, all matching the filing.
Bryce W Jones ·
reg d
Rule 506(c): advertising a raise to accredited investors only
Rule 506(c) lets a company advertise a private raise publicly, if every buyer is accredited and verified. How that changes the ads and the funnel.
Bryce W Jones ·
compliance
Testing the waters vs a live offering: what changes when it opens
An indication of interest is not an investment. See how Reg CF and Reg A change at filing or qualification, and how to contact the list.
Bryce W Jones ·
compliance
Testing the waters materials: what to keep and what gets filed
Reg CF and Reg A testing the waters materials can become public filings. Here is what to archive, what counsel files and how to avoid gaps.
Bryce W Jones ·
compliance
Testing the waters legends: what every page, ad, email and video must say
The required testing the waters statements under Reg CF, Reg A and Rule 241, with practical guidance for pages, ads, email and video.
Bryce W Jones ·
compliance
Rule 241: testing the waters before choosing an exemption
Rule 241 lets an issuer gauge interest before choosing Reg CF, Reg A, or another exemption. Its state-law and filing consequences need planning.
Bryce W Jones ·
crowdfunding
What is a testing the waters offering? Everything an issuer needs to know
Testing the waters measures interest before an investment is possible. Here is how Reg CF, Reg A, and Rule 241 differ and what an issuer can do.
Bryce W Jones ·
technology
The CRM and email system for an equity crowdfunding raise
A raise needs one record of each person's stage and a message that fits it. The hard part is syncing the intermediary's investment status.
Bryce W Jones ·
technology
The offering page on a phone: speed decides who reads the pitch
A slow mobile page loses prospective investors before they read the offering. Here is what to fix and how to test it before buying traffic.
Bryce W Jones ·
investor acquisition
Reservation setups for a raise: your page or the portal
A testing-the-waters page can start with the issuer or the portal. The choice changes control, data access, and the move to a live offering.
Bryce W Jones ·
investor acquisition
Equity crowdfunding vs traditional ways to raise money
Venture, debt, friends and family, a private placement, or a public raise. The real difference is what each asks of the company, not how much it pays.
Bryce W Jones ·
investor acquisition
Who is on the team for a Reg CF or Reg A+ raise, and what to ask each of them
A raise is run by six to nine outside parties, some required, some bundled under one roof. The roster, the order they enter, and the questions to ask.
Bryce W Jones ·
investor acquisition
Testing the waters: how to build the audience before you can take a dollar
Every raise has weeks or months before it may accept money. Testing the waters is how to spend them building the list that decides the first week.
Bryce W Jones ·
compliance
How the advertising rules differ across Reg CF, Reg A+, and Reg D
Reg CF limits an ad that mentions terms to a short notice. Reg A+ allows real public advertising once qualified. Reg D depends on 506(b) or 506(c).
Bryce W Jones ·
reg cf
Reg CF limits, explained for the person running the raise
Reg CF caps a raise at $5M, caps what each retail investor can put in, and ties the financials to the target. Each limit shapes the campaign.
Bryce W Jones ·
reg cf
Should you do a Reg A+ if you have never done a Reg CF?
A Reg A+ without proof that strangers will invest is a bet. A Reg CF is the cheapest way to get that proof. When to run one first, and when to skip it.
Bryce W Jones ·
reg a plus
What a $150M Tier 2 cap would change
A House bill would double the Reg A+ Tier 2 cap to $150M and index it to inflation. For most issuers the cap was never the thing stopping them.
Bryce W Jones ·
crowdfunding
Investors make good customers, but customers do not make good investors
A brand with over a million customers marketed its raise to all of them. Almost none invested. The relationship runs far better in reverse.
Bryce W Jones ·
reg a plus
Should you run a Reg A+ and a Reg D at the same time?
Usually yes, and most companies do not. Your public campaign already reaches accredited investors who will never use a retail checkout.
Bryce W Jones ·
crowdfunding
The best months to launch your offering
We scored 1,799 Reg CF raises that cleared $250K by launch month. Spring wins, January loses, and the real gap is not dollars.
Bryce W Jones ·
crowdfunding
The highest performing funding platforms going into 2026
Data on 3,525 Reg CF raises. The platforms with the best numbers are the ones where issuers bring their own audience.
Bryce W Jones ·
reg a plus
Why "mini IPO" is a total misnomer for Reg A+
The phrase promises a ticker, a market, and an exit. Reg A+ offers none of those by default, and it attracts the wrong investors.
Bryce W Jones ·
crowdfunding
Why most agencies are taking shots in the dark on your raise
An agency that has never run a raise does not know what an investor looks like in the data, so it guesses at targeting and calls it a strategy.
Bryce W Jones ·
crowdfunding
Why paid advertising from your funding platform is a costly mistake
The platform earns a cut of what you raise and spends your budget to get it. A negative return on ad spend costs them nothing. That is the problem.
Bryce W Jones ·