Reporting Automation, run properly
Set-up takes 7 working days and $2,400. After that, budget moves weekly toward whatever is actually performing.
Fixed in the agreement at the start. It does not move with what you raise. Media spend is billed to you by the platforms, separately.
Get a planWe produce creative and run paid media. We do not identify, screen, qualify, introduce or advise investors, and we never handle subscriptions or funds.
The fee is agreed at the outset and does not change with the amount raised. No commission, no success fee, no per-investor payment of any kind.
We never promise or imply returns. Every asset carries the required risk language and goes to you for written approval before anything is published.
All traffic lands on your own offering page or your funding portal. Your process begins there, and it stays entirely yours.
Four moves, in this order
Audience
We define who should see the page: interests, geography, and lookalikes built from the list you already have.
Creative
Landing page, video, ad sets and email sequences — produced, then tested against each other.
Traffic
Paid media across the platforms that will accept the category, with small test budgets before anything scales.
Measure
Impressions, click-through rate, cost per click, cost per page action. Written, weekly, in plain numbers.
We report media metrics, and only media metrics. What happens after someone reaches your page — whether they invest, how much, and whether your round closes — is determined by you and your funding portal. We do not measure it, do not forecast it, and take no part in it.
What this actually commits us to
- Required risk language carried on every asset, without exception
- Platform eligibility confirmed during intake, before any budget commits
- Audience defined before a single dollar of media is committed
- Traffic lands on your own offering page or funding portal, never ours
Not every raise is allowed to advertise
Public communication is a right that comes with the exemption you filed under. Before we quote anything, we check which one applies to you — and if advertising is not permitted, we say so and stop there.
We can run campaigns
Public communication about the offering is permitted, within the rules that apply to it.
Public communication about the offering is permitted, within the rules that apply to it.
General solicitation is permitted where all purchasers are verified accredited investors.
We decline these
General solicitation is not permitted. We do not run campaigns for offerings under this exemption.
Qualified purchasers only. Outside the scope of our media services.
Limited to 100 investors. Outside the scope of our media services.
This is our own operating rule, not legal advice. Which exemption governs your offering is a question for your counsel — we work from what you tell us and what your filed documents say.
Scope decides the price — not your raise
The package follows the work: how many platforms, how many creative variants, how deep the production goes. The fee is fixed in the agreement at the start and is never recalculated against what you actually raise.
Launch
- One offering landing page
- Two platforms
- Six creative variants, refreshed monthly
- Pixel and conversion tracking
- Report every two weeks
Momentum
- Everything in Launch
- Four to five platforms
- Three short-form video assets
- Email nurture sequence, five touches
- Retargeting and lookalike audiences
- Weekly report and live dashboard
Full Raise
- Everything in Momentum
- Every platform, plus native and podcast
- Full video suite including founder story
- A campaign manager who is yours
- Ten targeted publications
- Daily optimisation, live reporting
Minimum term three months. Media spend is paid by you directly to the platforms and is not included in the fee. Producing the offering documents themselves is outside our scope.
First impression in 7 working days from the day we have your approvals.
From signature to first impression
What issuers say afterwards
Rated 4.6 out of 5 across 292 reviews.
Creative testing was systematic rather than a matter of taste. By month two we knew what worked and stopped arguing about it.
The compliance read caught wording our own team had missed on three assets. It was routine for them and would not have been for us.
Community management meant someone was actually in the thread answering, at the hours when people were asking.
The dashboard gave our existing holders somewhere to look instead of emailing us. Our inbound questions dropped noticeably.
Podcast placements brought a different quality of attention. Longer sessions on the page, more of them finishing the video.
Weekly reporting was the thing that changed how we worked. For the first time we could see which creative was carrying the campaign and which was dead weight, and we moved budget accordingly.
What sold us was the first call: they told us plainly that one of the things we wanted to say could not be said. Nobody else had raised that.
A clear improvement over the agency we used before. The compliance discipline is the main difference.
The questions we get asked first
Will you introduce us to investors?
No, and this is deliberate. We do not identify, screen, qualify, introduce or advise investors, and we never handle subscriptions or funds. All traffic goes to your own page, where your process begins.
Can you guarantee the round closes?
No, and anyone who does should worry you. We are a media agency: we deliver reach and measured page actions. What happens on your offering page is determined by you and your funding portal.
What happens when the round ends?
You get a final report and everything we built: creative assets, audience data, tracking setup. It is yours, and it stays useful for whatever comes next.
How much does reporting automation cost?
It starts at $2,400. The package is set by scope — how many platforms, how many creative variants and how deep the production goes. The fee is fixed in the agreement at the outset and is not recalculated against what you raise.
Who approves what gets published?
You do. You nominate one approver during intake, and every asset goes to that person in writing before it is published. Nothing goes live on our say-so.
What if a platform rejects our ads?
Financial advertising is a restricted category almost everywhere, and each platform has its own verification. We confirm eligibility during intake, before any budget is committed, so rejections are handled before they cost you time.
Work it out before you talk to anyone
No email required, nothing gated. If the answer is that you should not run a campaign, these will tell you that too.
Raise Cost Calculator
What a campaign for your round size actually costs
Open → quizWhich Exemption Fits
Find out whether you are allowed to advertise at all
Open → scannerAd Copy Scanner
Paste your ad copy, see the words that will get it rejected
Open → benchmarkState Benchmark
How your state compares on capital activity
Open → checklistOffering Launch Checklist
Forty things to do before your first impression
Open → checklistPlatform Eligibility Map
Which ad platforms will actually take your money
Open →Reporting Automation — the questions people actually ask
Pick one. Each opens a focused answer written for that situation.
The rest of the toolkit
Investor Dashboard
A live reporting surface for the people already in
from $6,400KPI & Reporting Dashboard
Impressions, CTR, CPC and page actions on one screen
from $2,800/moIR Communications Automation
Updates that go out without anyone remembering
from $3,900/moOffering Page Assistant
Answers the same twenty questions, at any hour
from $3,200/moHow this page travels
The card that appears when this page is shared — generated for this exact service and location.
Chloe Ward
Engagement ManagerTell me the exemption you filed under, your target and your timeline. If a campaign is not the right move — or not permitted — I will say so in the first reply, before anyone quotes you anything.
Tell us the exemption, the target and the timeline. If a campaign is not permitted or not the right move, we will tell you that first — at no cost.