FAQ—Marketing Your Raise Without Tripping
“I’ve got a killer deal—can I blast it on Instagram?”
“Do I need to wait for Form C before sending that email?”
When it comes to marketing Reg CF offerings, one wrong post can land you in the SEC’s sights. Below is a quick-hit FAQ that separates what’s allowed from what’s not—so you can promote your raise with confidence.
Can I talk about my deal before Form C is live?
Yes, but ONLY the ‘terms.’
- Allowed: basic facts—amount you plan to raise, price per unit, type of security, and the name of the SEC-registered portal hosting the raise.
- Not allowed: promises of high returns, detailed financial projections, glossy lifestyle photos that imply guaranteed success.
- Pro tip: End every pre-launch post with “More info soon on Planet Wealth—stay tuned.”
Once Form C is filed, can I say whatever I want?
Not quite.
- You may share unlimited information, but it must match the disclosures in Form C and your portal page.
- Anything materially new (e.g., a major tenant dropping out) requires a Form C/A amendment before you broadcast it.
- Always include a direct link back to your offering page so investors see the full risk factors.
Can I pay influencers or affiliates to promote the raise?
Yes—with strict rules.
- Influencers must disclose they’re being compensated and state they are soliciting investments.
- Their content must stay inside the same guardrails you follow: no cherry-picking, no false guarantees.
- Keep written agreements and screenshots—FINRA may ask for them, and keeping them is just good business whether you’re asked to produce them or not.
What about ‘test-the-waters’ teasers?
Reg CF lets you gauge interest before filing—but:
- Use the SEC’s prescribed legend (“No money or other consideration is being solicited…”) verbatim.
- Collect only non-binding indications of interest. No payments, no credit card authorizations.
- Once the real raise goes live, you must notify everyone who indicated interest that the offering materials are available.
How do I avoid ‘conditioning the market’?
Think consistency + transparency:
- Keep blogs, podcasts, and emails educational, not promotional, unless you can stick to terms-only.
- If you plan a big media splash, time it after Form C posts, so detail-rich content is fully supported by your filing.
- When in doubt, copy-paste from your Form C summary; never freehand numbers.
Quick Reference—Reg CF Marketing Do’s & Don’ts
| DO’S | DON’TS |
|---|---|
| Use terms-only language pre-Form C | Promise specific returns |
| Link every promo to the exact portal page | Hide or bury risk disclosures |
| Require influencers to declare payment | Pay for posts without disclosure |
| File an amendment before sharing new info | Announce material updates first on social media |
| Save screenshots of every paid ad | Assume “stories” disappear forever |
Where Planet Wealth Fits—Your Compliance Co-Pilot
Planet Wealth is more than a listing venue; we bake the rules into the platform:
- Form C side-by-side drafting. Our team walks you through every field on a screen share—no guessing.
- Auto-capped pledges. An in-portal tracker stops raises at the exact dollar amount allowed, keeping you within Reg CF limits.
- Pre-approved ad and social templates. Copy, paste, post—each graphic follows the SEC’s “terms-only” rule.
- Marketing library matched to the rules. From emails to influencer scripts, every asset aligns with Reg CF guardrails.
- Auto-reminders. We ping you when an annual report is due so nothing slips through the cracks.
You focus on storytelling; we hard-code the compliance.
5 Day Money Raisers Bootcamp
Unlock the compliance must-haves to raising capital and attracting investors:
- Build an investor ready website
- Learn how to market your deal & attract investors
- Get your edge-case questions answered on the spot