CRM Migration — from $3,400
Attention is the scarce input in a raise, not documents. CRM Migration buys and earns that attention, from $3,400, on terms fixed in advance.
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
- One nominated approver, one approval trail, nothing published by accident
- Your documents stay yours; producing them is outside our scope entirely
- Every asset submitted for your written approval before it is published
- Campaigns run on platforms verified for the financial category
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 3 working days from the day we have your approvals.
From signature to first impression
What issuers say afterwards
Rated 5 out of 5 across 152 reviews.
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.
Podcast placements brought a different quality of attention. Longer sessions on the page, more of them finishing the video.
Everything went through our approver before it went live. Not once did we find something published that we had not seen first.
Fixed fee meant no awkward conversation about what our round did or did not do. The invoice was the same in a good month and a slow one.
The landing page was rebuilt from scratch and page actions roughly doubled on the same traffic. That alone paid for the engagement.
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.
Solid campaign management. The platform restrictions frustrated us, but they were upfront about them from the start.
Good, disciplined execution. Reporting is thorough — occasionally more detail than we needed.
The questions we get asked first
Is media spend included in the fee?
No. Media budget is paid by you directly to the platforms and sits outside our fee. We plan it, place it and report on it, but the money never passes through us.
How quickly can we launch?
3 working days from the moment your approvals are in. Days one and two are intake, days three to eight are production, and launch follows with small test budgets across segments.
We already have a list. Does that help?
Considerably. An existing list is the strongest starting signal there is — it feeds nurture sequences and builds lookalike audiences that perform far better than cold targeting.
Do you write our offering documents?
No. Producing the offering documents is outside our scope. We work from what you have already filed and cleared, and we design around it.
Are we even allowed to advertise our raise?
That depends on the exemption your offering was filed under. Some permit public communication and some prohibit it outright. We check which applies before quoting, and if advertising is not permitted we say so and stop there.
Why is the fee fixed rather than performance-based?
Because performance-based fees on a capital raise create exactly the wrong incentives, and in many cases are not permitted at all. $3,400 buys a defined scope of work, and that is the whole arrangement.
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 →CRM Migration — the questions people actually ask
Pick one. Each opens a focused answer written for that situation.
How this page travels
The card that appears when this page is shared — generated for this exact service and location.
Marcos Fernández
Project 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.