Step 1: Partner with Cloudraise®

Once you receive SEC approval, our expert team is ready to assist in setting up your campaign. Our state-of-the-art platform provides all the tools needed to manage fundraising directly from your website.

Step 3: Ensure Comprehensive Compliance

Our platform simplifies regulatory requirements by managing

• SEC and Blue Sky filings
• Anti-Money Laundering (AML) checks
• Investor accreditation verification
• Comprehensive documentation management

After your campaign concludes, an SEC-registered transfer agent automatically issues securities to investors. This streamlined process removes the need for manual intervention, saving time and reducing administrative tasks.

Step 2: Subscription Management

Cloudraise® enhances the investor experience by simplifying offering review and acceptance, document completion, and subscription status.

Cloudraise® offers secure payment options, including:

• ACH transfers
• Wire transfers
• Check payments
• Funds are processed efficiently and deposited into your dedicated escrow account.

Step 4: Manage Payments and Escrow

Step 5: Automated Securities Issuance

Step 6: Track and Optimize

Leverage Cloudraise®'s advanced reporting tools so that you can gain insights into investor engagement and monitor your campaign performance:

• See and reconcile which investments were received and cleared.
• Get clear insights into which step on the investor widget the investor completed so you can reach out to close investments.

 Crowdfunding is a Sequential Journey

Setting your offering, making regulatory filings, launching your campaign, driving marketing, nurturing leads, transferring to sales, closing deals, receiving payments, and ultimately issuing shares.

Here's how your entire equity crowdfunding journey
might look when using Cloudraise®

How Crowdfunding Works

A structured path to raise capital efficiently, built for founders who value precision.

Step 1.  Set Your Offering Price & Prep Documents

Finalize the share price and draft your offering circular—a clear, compliant document that explains your business and investment terms.

Step 2.  File with Regulators

Submit required paperwork to the SEC and state agencies under Regulation Crowdfunding (Reg CF). Compliance first.

Step 3.  Launch Your Campaign

Activate your campaign and landing page to showcase your opportunity to investors.

Step 4. Promote the Offering

Amplify visibility: Market strategically across channels to reach your ideal investor audience.

Step 5. Nurture Investor Relationships

Engage inbound leads with targeted updates and FAQs. Guide interest into intent.

Step 6. Transfer Leads to Sales

Hand off warm, qualified leads to your sales team to refine pitches and deepen buy-in.

Automation That Works

• Launch your raise in days, not months
• Cut administrative time by 90%
• Automate investor verification
• Automatic payment processing and escrow
  
• Streamline document management
  
• Real-time progress tracking