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ULTIMATE CROWDFUNDING GUIDE

How to Run a Successful Crowdfunding Campaign

A Step-by-Step Guide to Everything Your Company Needs Throughout the Campaign Process

Disclaimer: This information is for general educational purposes only and is not financial advice. You should do your own research and consult a qualified advisor before making any financial decisions.

STEP 1

CAMPAIGN PREPARATION

A strong campaign begins with good preparation. Potential investors need clear, credible information about your company and the investment opportunity. Your campaign page on Token Interest is the central hub where they’ll learn why to invest. Complete these items before you launch:

  • Submit an application – Ensure all required information and documentation is ready for review.
  • Create a pitch video – A compelling, 1–3 minute video often drives better investor engagement.
  • Develop clear “Reason to Invest” points – Highlight the company’s strengths and potential.
  • Build out your campaign page – Make it informative, visually engaging, and easy to navigate.

STEP 2

PRIVATE CAMPAIGN

Early momentum can make or break a campaign. Many investors prefer to join a project that already shows signs of support. By first reaching out to your trusted contacts and securing a few early commitments, you create a sense of traction and credibility that makes others more willing to invest when you launch publicly.

  • Know and follow “Test the Waters” rules – Understand what can and can’t be shared before your SEC filing.
  • Reach out to your Contacts – Use email and direct outreach to encourage early commitments.
  • Answer questions promptly – Be responsive and transparent with potential backers.

 

STEP 3

PUBLIC CAMPAIGN

A strong public launch can set the tone for your entire campaign. Aim to generate buzz in the first few days to attract attention and build investor confidence. Some compliance steps must be completed before going public.

  • Gain EDGAR access – Set up your account so you can file with the SEC.
  • File a Form C – This is required before accepting public investments.
  • Promote your campaign – Share on social media and encourage others to share as well.
  • Run ads and paid promotions – Boost reach with targeted advertising
  • Provide regular updates – Keep supporters and prospectors engaged with progress reports

 

STEP 4

CAMPAIGN CLOSING

Most campaigns see the biggest influx of investments during the first and final few days. As you near the deadline, increase outreach to create urgency and excitement. Remind investors that time is running out to participate.

  • Post final-push updates on social media – Highlight progress and deadlines.
  • Send a follow up email to all investors – Encourage those on the fence to act now.
  • On board the lead investor – Showcase significant commitments to build credibility.
  • File a Form C-U – Report the total amount raised with the SEC after closing.

 

 

WHY RAISE ON TOKEN INTEREST?

HELPFUL LINKS FOR YOUR CAMPAIGN

The following resources have been provided to help your campaign run as smooth as possible.

Resources

Here are easy links to resources you may need throughout the funding process

Legal Documents

Templates

Here are links to templates you may use for different stages of your campaign.

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