Email is one of the most effective ways to reach potential investors. Crafting a well thought out email is important to a high response rate. Keep messages personal, clear, and concise, with a single call-to-action that drives to your campaign page.

Quick best practices

• Personalize: write 1:1 when possible; reference how you know the person.

• Keep it short: ideally 4–6 brief paragraphs or about 150–250 words.

• One call to action: insert just one link on its own line.

• Plain English: avoid jargon and hype.

• Be available: include a reply invitation and an easy scheduling link.

• Compliance: match your email to your campaign phase and goals  (see templates below).

Testing the Waters (before Form C is filed)

Required legend – make sure to place at the end of every testing the waters email

[Company Name] is currently “testing the waters” to assess interest in a potential Regulation Crowdfunding offering. Any expression of interest involves no obligation or commitment of any kind. We are not accepting money or other consideration, and none will be accepted until our Form C is filed. If and when we launch, the offering will be conducted on Token Interest’s platform.

Testing the water outreach email

Subject: Gauging interest: [Company]

Hi [First Name],

It’s [Your Name] from [Company]—we met [where/how you know them]. We’re exploring a community loan to fund [use of proceeds in plain English], and I’d value your feedback.

Here’s the 30-second version: [one-sentence problem/solution]. Recent progress: [milestone 1], [milestone 2].

If this is up your alley, would you take a look and tell me what’s unclear or missing?
Learn more / share feedback: [Link]

Happy to answer questions or chat—here’s my calendar: [Calendly link].

Thanks,
[Name]
[Title], [Company]

TTW legend goes here.

Live Campaign

Option A: No terms email

Subject: We’re live: our community loan is open

Hi [First Name],

We’ve opened our community loan to fund [use of proceeds] at [Company]. If you’ve followed our progress—[short proof point or milestone]—we’d love for you to take a look and share with anyone who might be interested.

Campaign page: [Link]

I’m happy to answer questions. You can reply here or grab time: [Calendly link].

Thank you for the support,
[Name]

Option B: Tombstone email (contains terms)

Subject: Our Regulation Crowdfunding offering 

Hi [First Name],

[Company Name] is conducting a Regulation Crowdfunding offering on Token Interest. Learn more and invest here:

Offering page: [Link]

Security: Loan note Minimum investment: $[ ] Rate: [ ]% Term: [ ] months Offering deadline: [MM/DD]
Company: [Legal Name], [City, State] — [one-line what you do]

Questions welcome—reply here or schedule time: [Calendly link].

Best,
[Name]

Follow-up emails

Gentle nudge 

Subject: Following up on [Company]’s update

Hi [First Name]—circling back on my note from last week. If you’re open to it, a quick look (and any feedback) would mean a lot:

[Link]

Happy to chat if helpful: [Calendly link]. Thanks!

—[Name]

Final-week countdown 

Subject: [7] days left — [Company] community loan

Hi [First Name],

A quick heads-up: [X] days remain in our campaign. This month we [one milestone] and [one next step].

Details here: [Link]
Questions welcome—reply or grab time: [Calendly link].

—[Name]