IR CRM Setup, run properly
You remain the issuer. We remain the media agency. That line is the reason this arrangement works and never blurs.
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
- Copy reviewed line by line for wording that platforms reject
- Every asset submitted for your written approval before it is published
- Required risk language carried on every asset, without exception
- Platform eligibility confirmed during intake, before any budget commits
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 6 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 204 reviews.
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.
The landing page was rebuilt from scratch and page actions roughly doubled on the same traffic. That alone paid for the engagement.
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.
Everything went through our approver before it went live. Not once did we find something published that we had not seen first.
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.
Good, disciplined execution. Reporting is thorough — occasionally more detail than we needed.
Solid campaign management. The platform restrictions frustrated us, but they were upfront about them from the start.
The questions we get asked first
What exactly do you report?
Impressions, click-through rate, cost per click and page actions on your site — in writing, every week. We do not report or forecast investment outcomes, because those are not ours to measure.
Do you take a percentage of the raise?
No. We charge a fixed fee and never a success fee, commission or per-investor payment. Whether the round under- or over-subscribes, our invoice is the same.
How long is the minimum engagement?
Three months. Testing needs enough time to produce evidence rather than noise, and the first 6 days are set-up rather than optimisation.
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.
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.
How much does ir crm setup cost?
It starts at $4,000. 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.
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 →IR CRM Setup — 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.
Inès Martin
Solutions ConsultantTell 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.