Equity Crowdfunding Checklist

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

There are several key elements to running a successful equity crowdfunding campaign.

Here’s a checklist to consider:

Create a campaign plan -- list of what you will promote and when. 

This includes updates, events, and other activities to promote your fundraise.

Build the campaign documents -- the pitch deck, video, and talking points.

The content should be compelling and high-quality.

Identify your target audience -- know who will most likely fund your campaign.

It’s important to understand the careabouts of your audience to know how to promote your fundraise.

Assemble a team -- build a group to support the preparation, launch, and ongoing campaign.

The fundraise takes many skills, so it’s important to build a team to run the campaign.

Map your investor network -- segment your investors by type, interest, and group.

Consider what stage in the campaign to engage each of them.

Find additional investor groups -- consider social media and fundraising networks.

It’s important to have additional investor groups to contact during the campaign, as your network will eventually run out.

Warm up your crowd -- prepare your network before the campaign begins.

Pre-campaign mailers prepare your network for the upcoming fundraise.


Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.
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For more episodes from Investor Connect, please visit the site at: http://investorconnect.org 

Check out our other podcasts here: https://investorconnect.org/ 
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On this episode of Investor Connect, Hall welcomes Jeremy Miller, Chairman, and Founder of Health-E Commerce.

Health-E Commerce is the parent brand of a portfolio of brands that consists of its brand FSA Store, HSA Store, WellDeserved Health, and Caring Mill. Health-E Commerce’s mission is to make it simple and convenient for the 35 million U.S. consumers with pre-tax accounts to use them confidently.

FSAstore.com and HSAstore.com help everyday consumers and partners benefit better from their tax-free health benefits. With the largest selection of guaranteed flexible spending account (FSA) and health savings account (HSA) eligible products, intuitive educational resources, and more, the two e-commerce platforms are streamlining the intersection of healthcare accounts, technology, and personal finance.

Jeremy recognized the need for FSAstore.com after a successful career managing and growing small businesses, where his responsibilities included managing HR and the FSA account process for employees, most recently as Manager of Operations at Gehry Technologies, the technological division of Frank Gehry's architectural practice. He found the confusion and inconvenience surrounding FSAs resulted in participant frustration and ultimately the forfeiture of employees' tax-free income. In response to this market need, FSAstore.com was launched in the spring of 2010, after winning Columbia Business School's Odyssey Global MBA Award for Best Entrepreneurial Business Idea. Initial funding came from the Columbia Business School's Lang Fund and other angels. Since its inception, the company has closed 4 successful rounds of financing, amassed a customer base in excess of 200k, and has exceeded site and revenue expectations every quarter. Jeremy is a 2018 EY Entrepreneur of the Year.

Under Miller’s leadership, Health-E commerce has been honored three consecutive years as a Crain's Best Places to Work NYC in 2016, 2017, and 2018 and Deloitte Technology Fast 500 Awards for one of the fastest-growing companies in North America in 2016, 2017, 2018, 2019 and 2020.

Jeremy graduated with a B.S. in Business Administration from U.C. Berkeley and received his MBA from Columbia Business School. He lives in NYC with his wife and two children.

Jeremy discusses the state of investing in the FSA and HSA sectors, its evolution, and growth rate. He speaks about regulations in the industry and advises investors and startups.

You can visit Health-E Commerce at www.health-ecommerce.com, on LinkedIn at www.linkedin.com/company/healthecommerce, and on Twitter at www.twitter.com/FSAstore and www.twitter.com/HSAstore.   

Jeremy can be contacted on LinkedIn at www.linkedin.com/in/jeremymillercbs2010, and on Twitter at www.twitter.com/miller_ceo. 

_____________________________________________________________________

For more episodes from Investor Connect, please visit the site at: http://investorconnect.org  

Check out our other podcasts here: https://investorconnect.org/ 
For Investors check out: https://tencapital.group/investor-landing/ 
For Startups check out: https://tencapital.group/company-landing/ 
For eGuides check out: https://tencapital.group/education/ 
For upcoming Events, check out https://tencapital.group/events/  

For Feedback please contact info@tencapital.group   

Please follow, share, and leave a review.

Music courtesy of Bensound.