Regardless of your investor marketing goals your company needs a full investor marketing campaign.  If your company is looking to target accredited investors, oil and gas investors or stock investors, a full expansive investor relations plan.

Embarking on an investor marketing campaign strategy is a long term. Investor email marketing is effective and immediate only after there is a full strategic plan initiated and executed.

Building an investor marketing campaign to accredited investors for 506 (c) raises.

Here is some important information that companies and investors should know:

Jumpstart Our Business Startups (JOBS)

The Jumpstart Our Business Startups (JOBS) Act is a piece of U.S. legislation that was signed into law by President Barack Obama on April 5, 2012, that loosens regulations instituted by the Securities And Exchange Commission (SEC) on small businesses. It lowers reporting and disclosure requirements for companies with less than $1 billion in revenue, and allows advertising of securities offerings. It also allows greater access to crowd-funding, and greatly expands the number of companies that can offer stock without going through SEC registration.

Marketing a 506(c) to Accredited Investors

Rule 506(c) permits issuers to broadly solicit and generally advertise an offering, provided that:

• all purchasers in the offering are accredited investors
• the issuer takes reasonable steps to verify purchasers’ accredited investor status and
• certain other conditions in Regulation D are satisfied

Purchasers in a Rule 506(c) offering receive “restricted securities.” A company is required to file a notice with the Commission on Form D within 15 days after the first sale of securities in the offering. Although the Securities Act provides a federal preemption from state registration and qualification under Rule 506(c), the states still have authority to require notice filings and collect state fees.

There are essentials needed in order to deliver a responsive investor marketing campaign that will help yield more investor leads and build an investor email list that can be used again and again.

Essential Investor Marketing campaign basics

1. Custom website
2. Google accounts
3. Email Set Up
4. Amazon Web Server
5. Keyword research – SEO
6. SEO Ongoing and Content delivery
7. Email Server
8. Pitch Decks, PDFs, Video Marketing

1. Website:
   • A website is essential to help build your companies reach and visibility. The website should deliver easy to navigate pages and information. Create urgency with “call to action” to funnel potential investors to act on your offering. The information contained on the site should be specific and all information should be reviewed for legal and compliance. The website should have a clear phone and email links for investors to contact directly.
2. Google Accounts:
   • Set up all accounts on google, you will need google analytics, google webmaster and youtube account set up. There is also google suites set up that should be considered to help track email accounts and centralize the ability to collaborate with other team members via google docs and google drive. If your company does not have a dedicated person who understands google analytics you should employ a reliable expert to set up correctly and deliver relevant reporting.
3. Email Set up:

• • Professional emails from your company domain make a better impression than a gmail or yahoo mail. This is a simple set up and will just add more professionalism to your company.

4. Amazon Web Server

• • Amazon Web Server (AWS) adds a host of features to help your company. AWS is intensive and not for the faint of heart, but it for video hosting and more options that traditional hostgator or godaddy hosting. To build a site and build custom features in AWS you should have a team that understands the needs and expectations of your company.

5. Keyword Research:
   • Keyword research takes time and effort. This is a part science and part art. Building your content in a search engine friendly way will help investors to find your content and your website. Initial website set up should have this top of mind in order to attract investment and build confidence.
6. SEO and Investor orientated Content:
   • Search engine optimization (SEO) is essential to the success of your campaign being seen online. There are many schools of thought on this, but it is essential, it must be done. Search engine like google read and score content on multiple factors. Writing SEO rich content is a very time consuming and demanding process. This is something that may be outsourced but only through google analytics and webmaster tools can you gauge the effectiveness.

7. Email Server:
   • Emailing investors has its downside, many email marketing services like mailchimp, aweber and constant contact do not allow users to solicit investments. Companies engaging in email marketing through these services may be blacklisted or their accounts may be terminated. There should be a plan in place on how to email investors as they sign up for your offering.
8. Pitch decks, PDFs and Video Marketing:
   • There are restrictions on how much information can be delivered publicly in a 506(c) raise. The best advice is use caution. There should be public pitch deck and a private pitch deck aimed at accredited investors and qualified investors. These decks and videos should be created with these factors in mind. The public information should be able to be accessed through the website and private information should be hidden and only sent to those accredited investors or qualified investors. There should also be an emphasis on press releases and social media marketing.

We know this may seem like a lot of information, but we have just scratched the surface on the requirements. Embarking on an investor marketing campaign and marketing to accredited investors is a serious and time-consuming endeavor.

Companies looking to build successful investor marketing campaigns may choose to outsource to experienced professionals who have the knowledge to deliver a complete investor marketing plan.

If your company is looking to deliver an effective investor marketing plan to accredited investors contact Investor Leads.