How to

Market your Fundraise in TTW

A set of 9 email templates for companies fundraising in "testing the waters" (TTW), i.e. before they've filed a Form C.

Important Note: To stay compliant before your Form C is filed, copy and paste the below disclosure at the end of every email you send:

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.”

Email #1: Pre-marketing

Subject: Become an owner in [COMPANY]

Hello ___,

We’re about to launch a Community Round – what does that mean? 

This means we’re letting our customers and biggest supporters become reservation holders in [COMPANY] for a minimum reservation of $100. At this stage, we are "testing the waters" to gauge investor interest in our offering under Regulation Crowdfunding. No money or other consideration is being solicited and will not be accepted if sent.

We decided to host a Community Round for [COMPANY] on Wefunder to share the upside of our success with the people who know us best: our family, friends, and customers. You are our foundation.

Our Community Round is about building a network of people who share our mission and values. The great thing about Wefunder is that it allows anyone—whether or not they’re an accredited investor—to become an angel investor in our company. 

We’re launching on [DATE]. Will you join us?

Keep an eye out tomorrow for details on how to get involved!

[Signature]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

Email #3: Initial CTA with VIP offer

Subject: [COMPANY]’s Community Round is Live!

Subheader: Become an owner in the company and share in our growth.

Our Wefunder campaign is now live! You’re invited to join our exclusive soft round during our testing the waters phase before we go live to the public. We expect to sell out, so we’re giving our biggest supporters an opportunity to get in first. Check out our Wefunder page (don’t miss the Perks!) and make a reservation here: [URL]

Please note, at this stage, we are "testing the waters" to gauge investor interest in our offering under Regulation Crowdfunding. No money or other consideration is being solicited and will not be accepted if sent.

In the past year, [COMPANY] has achieved a lot:

  • Milestone #1
  • Milestone #2
  • Milestone #3

…and we’re so excited to do even more!

This round of funding will allow us to:

  • Use of Funds #1
  • Use of Funds #2
  • Use of Funds #3

We are really excited about the growth that [COMPANY] has seen over the last few months. And we have even more exciting plans for continuing to ramp up our growth in the coming year, with your help! 

Here is a picture of us in action:

[TEAM PICTURE]

[Signature]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

Email #4: Live Call Invite

Subject: Sign up for our Wefunder investor seminar!

Hello _____,

As you know, we recently launched our Community Round on Wefunder! We’re really excited about the momentum we’ve been seeing (insert $ amount of reservations if impressive in amount of time), and wanted to make sure that you didn’t miss out on this unique opportunity!

Please note, at this stage, we are "testing the waters" to gauge investor interest in our offering under Regulation Crowdfunding. No money or other consideration is being solicited and will not be accepted if sent.

We understand that most people are not familiar with Regulation Crowdfunding, and that’s why we’ve decided to host a live call for all prospective supporters who may have more questions about our Community Round, what the opportunity is, and how it works. 

Please join us on [DATE] at [URL] for the presentation of our campaign and a live Q&A. We look forward to seeing you and answering any questions you may have!

If you haven’t seen our Wefunder page yet, check it out here: [URL].

[Signature]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

Email #5: Call Recording

Subject: Only [X] amount left in our Community Round soft phase!

Hello _____,

We’re blown away by your support since we launched our Community Round on Wefunder {a week ago}. So far, we’ve received {$XX,XXX} in reservations!

Whether you join us in this round or not, thank you. We’re so grateful for all your support over the years and appreciate any help you can give, whether it be in writing a check or sharing our page with your friends.

Space is running out to make a reservation under our VIP terms, so don’t wait and lose your chance at getting the most bang for your buck! For this limited time, we’re offering investors [INSERT TERMS].

There’s only [X time] left before our VIP offer fills up, and once this allotment is filled, there won’t be another chance to get this deal.

Make a reservation here: [URL]

[Signature]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

Email #6: Closing VIP Terms

Subject: Only $[X] left before our VIP Offer expires!

Hello _____,

Our Wefunder Community Round is still going strong! We’re so grateful to have already received {$XX,XXX} in reservations in [TIMEFRAME].

Have you gotten involved yet? Over [X] people have already made reservations, and there’s only [$X] left before our VIP offer fills up. Once this allotment is filled, there won’t be another chance to get this deal! We hope that you will join us in this round and help us achieve our goal!

Please note, at this stage, we are "testing the waters" to gauge investor interest in our offering under Regulation Crowdfunding. No money or other consideration is being solicited and will not be accepted if sent.

[Positive Reservation Holder Comment Screenshot]

[Signature]

P.S. Here's a quick video recording on how to open an account and make the investment: [URL]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

Email #7: Progress Update

Subject: Only [X] amount left before our Community Round sells out!

Hello ______,

What a thrilling couple of [weeks, months] it has been. We are so grateful for the outpouring of support from people like you that has allowed us to get so close to our crowdfunding goal.

Please note, at this stage, we are "testing the waters" to gauge investor interest in our offering under Regulation Crowdfunding. No money or other consideration is being solicited and will not be accepted if sent.

If you haven’t made a reservation yet and want to see some more info, here is what we’ve been up to since we launched our Community Round:

  • Update #1
  • Update #2
  • Update #3

At this stage, many of our reservation holders are increasing their allocations.

[Customer Testimonial]

If you want to invest or increase your reservation, take action now—our round is closing soon!

[URL]

[Signature]

P.S. [Attach a quick video of the CEO thanking everyone for the investments]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

Email #8: 48 Hours Left

Subject: 48 hours left to invest!

Hi ______,

Help us close out our Community Round with a bang! 💥

In the last {X time}, we’ve received {$XXX,XXX} in reservations from our day-one supporters, fans, customers, community, and friends. This funding will help us build the next chapter of [COMPANY NAME]—giving us the proper working capital to [USE OF FUNDS 1, 2, 3]

If you’ve already made a reservation in our campaign, thank you. We are so grateful for your support and contribution, no matter the check size. If you haven’t made a reservation yet, what are you waiting for? There’s still room in this round to get involved.

[Insert ‘Invest Now’ button or link]

[Signature]

P.S. [Attach a quick video of the CEO thanking everyone for the investments]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

Email #9: 12 Hours Left

Subject: 12 hours before closing! Closing at [TIME]

Pre-header: This time we mean it… LAST CHANCE TO MAKE A RESERVATION IN [COMPANY]!

Hi _________,

Well, here we are, at the end. It’s been such an incredible journey so far, and watching our community show up to support us has been endlessly fulfilling. If you made a reservation in this round, from the bottom of our hearts, thank you. Your contribution will be fundamental for [COMPANY]’s continual growth and success as we work to [insert mission statement].

If you haven’t made a reservation yet, we probably don’t have to remind you that this is your last chance… but we’re going to anyways. This is your last chance!!

Still not convinced? Check out what we’ve been up to during the course of this raise:

  • Company Update #1
  • Company Update #2
  • Company Update #3

We’re almost at the finish line, and we hope you’ll be there with us when we cross it!

[Insert “Invest Now” button or link]

[Signature]

P.S. [Attach a quick video of the CEO thanking everyone for the investments]

[Company Name] is "testing the waters" to gauge investor interest in an offering under Regulation Crowdfunding. No money or other consideration is being solicited. If sent, it will not be accepted. No offer to buy securities will be accepted. No part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform. Any indication of interest involves no obligation or commitment of any kind.

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Templates: Marketing your Fundraise Post-Form C (9 emails)

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