Table of Contents
- 1st touch example - for current investors + customers
- 2nd touch example - for current investors + customers
- 3rd touch example - for current investors + customers
- 1st touch example - for close network
- 1st Touch Example - for close network who maybe can’t afford to invest
- 2nd touch example - for close network
- Mid-round outreach email example
- Sample blog post
- Thank you template
*Since you haven’t filed your legal work yet, be sure to include the disclosures in red at the bottom of each template. Also, be sure to abide by these advertising guidelines.
1st touch example - for current investors + customers
Subject: [COMPANY]’s Community Round is accepting reservations!
Hey [NAME],
I have some great news — [COMPANY] is gauging interest in our Community Round on the investment platform Wefunder. As of a few minutes ago... we have started to accept reservations for our raise for [COMPANY]!
What this means is we are looking to welcome our loyal customers and biggest supporters as investors in the company.
We decided to start a campaign on Wefunder to accelerate our growth and share the upside of our success with the people who know us best — our family, friends, and customers. You are our foundation. So now we're reaching out to see whether you are interested in becoming an actual stakeholder in [COMPANY].* Rather than sharing the fruits of our growth and our labor with a small group of millionaire angel investors, we want to thank you for being a loyal customer by giving you a piece of the pie.
Our Community Round is about more than just revenue and growing our customer base – we’re building a network of people who share our mission and values.The great thing about Wefunder is that it allows anyone – whether or not they’re an accredited investor – to become an angel investor in our company.
I am really excited about the growth that [COMPANY] has seen over the last few months. And we have even more exciting plans for continuing to ramp up our growth in the coming 12 months!
Here is a picture of us in action: [TEAM PIC]
And here’s a [X]-min video of me sharing why we’re excited: [VID]
You can read more about [COMPANY], the terms of the offering, and reserve a spot to be an investor here*: [URL]
If you want to chat more about any of this, we’re more than happy to do so! Feel free to ask us a question on our campaign page [URL]. You’re the best!
Sincerely,
[NAME]
CEO at [COMPANY NAME]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
2nd touch example - for current investors + customers
Subject: Circling back about our Community Round: Are you interested?
Hey [NAME],
I wanted to follow up with you about our Community Round on Wefunder: [URL]. We’re super amped about this raise and what’s next in store for [COMPANY]!
To recap, we are accepting reservations from our customers and closest supporters (you!) interested in becoming investors in [COMPANY]. That’s right – we want you to share in our growth and success.
Here’s a [X]-min video to share why we’re excited: [VID]
I sincerely hope you’ll consider reserving your spot as an investor and joining the [COMPANY] community!*
Best,
[NAME]
CEO at [COMPANY NAME]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
3rd touch example - for current investors + customers
Subject: Ready… set… LAUNCH!
Hey [NAME],
Our Community Round on Wefunder is officially accepting reservations! Whether you’ve made a reservation already or not, if you’re reading this – we want to thank you. We haven’t forgotten how you’ve supported us before, and we are eternally grateful.
If you haven’t had the chance to check out our campaign yet, make our day and visit our campaign page here: [URL].
[COMPANY] decided to start a campaign on Wefunder not only to accelerate our growth, but also to share the upside of our success with the people who know us best — our family, friends, and customers like you.
If you’ve made a reservation in our round, or if you’re looking for additional ways to support our success, here are four ways you can help:
1. Give me feedback on the campaign. Let me know how our campaign page could be clearer or more compelling to potential investors. Feel free to share ideas you may have on how I can continue to spread the word about our Community Round!
2. Share our raise on social media. Here's an example post that you could share:
"Super excited that my friend [NAME] is looking to raise a Community Round for his dope business [COMPANY] on Wefunder. Wefunder lets anyone invest in companies they believe in – and hopefully earn a return by participating in their growth. He’s harnessing the power of his community in a big way and I’m so here for it – this is how founders should be building companies. Check out his Community Round here: [URL]"
3. Follow our raise. Click the "Watch for Updates" button right beneath “Invest” on my Wefunder page. (This subscribes you to email updates on the raise, and helps build my momentum on the Wefunder site).
4. Connect me to 1 or 2 people. Especially anyone you think might be interested in reserving a larger amount (e.g. $5,000 or more), or who is well-connected in the [INDUSTRY] space.
Thanks so much – we all appreciate it!
Best,
[NAME]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
1st touch example - for close network
Subject: [COMPANY]’s Community Round is accepting reservations!
Hey [NAME],
Hope things are good with you!
I'm writing to let you know that this week I am accepting reservations for a Community Round for [COMPANY NAME]. What this means is we’re gauging the interest of our customers and biggest supporters in becoming investors in the company.
I am really excited about the growth that [COMPANY] has seen over the last few months. And we have even more exciting plans for continuing to ramp up our growth in the coming 12 months.
Rather than sharing the fruits of that growth, and our labor, with a small group of millionaire angel investors, I am raising a Community Round on Wefunder to allow friends and family like you to participate in this journey with us, and benefit from our success. The great thing about Wefunder is that it allows anyone – whether or not they’re an accredited investor – to become an angel investor in our company.
I would be honored to have your support.
You can read more about [COMPANY], the terms of the offering, and reserve a spot to be an investor here*: [URL].
I would love your support to kick the raise off with a bang -- Wefunder's data shows that a strong start from family and friends is incredibly important for a successful round.
Hope to see you soon -- you're the best!
[NAME]
Founder & CEO, [COMPANY]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
1st Touch Example - for close network who maybe can’t afford to invest
Subject: [COMPANY]’s Community Round is accepting reservations!
Hey [NAME],
Hope things are good with you!
I'm writing to let you know that this week I am accepting reservations for a Community Round for [COMPANY]. What this means is we’re gauging the interest of our customers and biggest supporters in becoming investors in the company.
I am really excited about the growth that [COMPANY] has seen over the last few months. And we have even more exciting plans for continuing to ramp up our growth in the coming 12 months.
Rather than sharing the fruits of that growth, and our labor, with a small group of angel investors, I am raising a Community Round on Wefunder to allow friends and family like you to participate in this journey with us, and benefit from our success. The great thing about Wefunder is that it allows anyone – accredited or not – to become an angel investor in our company.
You can read more about [COMPANY], the terms of the offering, and and reserve a spot to be an investor here*: [URL]
I would love your support to kick the raise off with a bang -- Wefunder's data shows that a strong start from family and friends is incredibly important for a successful round.
If you're not able to invest financially, you can still support me with the raise in one of four ways:
1. Give me feedback on the raise. Let me know how our campaign page could be clearer or more compelling to potential investors. Feel free to share ideas you may have on how I can continue to spread the word about our Community Round!
2. Share our raise on social media. Here's an example post that you could share:
"Super excited that my friend [NAME] is looking to raise a Community Round for his dope business [COMPANY] on Wefunder. Wefunder lets anyone invest in companies they believe in – and hopefully earn a return by participating in their growth. He’s harnessing the power of his community in a big way and I’m so here for it – this is how founders should be building companies. Check out his Community Round here: [URL]"
3. Follow our raise. Click the "Watch for Updates" button right beneath “Invest” on my Wefunder page. (This subscribes you to email updates on the raise, and helps build my momentum on the Wefunder site).
4. Connect me to 1 or 2 people. Especially anyone you think might be interested in reserving a larger amount (e.g. $5,000 or more), or who is well-connected in the [INDUSTRY] space.
Hope to see you soon -- you're the best!
[NAME]
Founder & CEO, [COMPANY]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
2nd touch example - for close network
Hey [NAME],
I wanted to follow up with you on our Community Round: [URL]. We’re super amped about this raise and what’s next in store for [COMPANY]!
To recap, we are inviting our customers and closest supporters – you :) – to reserve spots as investors in [COMPANY]. We want you to share in our growth and success.
Here’s a [X]-min video to share why we’re excited: [VID]
I'm asking that if you do plan to reserve your spot as an investor, you do so this week.* Early momentum is extremely important in a Community Round - the more reservations we bring in now from our close network, the more we will engage the crowd and bring in new investors.
If you have any questions about the campaign or company, I'm always available to answer on our campaign page: [URL]!
Best,
[NAME]
CEO at [COMPANY NAME]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
Mid-round outreach email example
Hey [NAME]
I’m writing to let you know that [COMPANY] is off to a great start with our Community Round!
If you haven’t had the chance to watch our pitch video [URL], we invite you to take a look! We had a great time shooting with our founding team, and feel we have effectively showcased our mission, strengths, and potential for significant success down the line.
By reserving a spot in the round, you’ll not only be helping ensure [COMPANY]’s long-term success, but you will also have the opportunity to join in on our potential financial upside.
As always, I’m available to answer questions about [COMPANY], the raise, and our growth plan on our campaign page [URL].
We look forward to growing with you.
Thanks again,
[ NAME]
Founder & CEO, [COMPANY]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
Sample blog post
Dear friends,
We are [NAMES] -- the proud co-founders of [COMPANY]. We started this company [BECAUSE OF / IN ORDER TO…MISSION]. [COMPANY BACKSTORY].
We’ve been hustling hard to grow [COMPANY] ever since. Our sector -- [INDUSTRY] -- is growing rapidly, our product is incredible, and our team is world class. We are incredibly excited about our future.
[NAMES] are looking to start raising funds for [COMPANY] to capitalize on the opportunity in front of us. While we could raise this money from institutional investors, via VC’s or angel investors, we want to raise it from you – our friends, family, and customers who have supported us on every step of our journey thus far.
Just as we started this company, in part, to stimulate our local economy and create jobs, we want to offer our community the opportunity to financially benefit from our potential future success.
Which is why we’ve decided to raise a Community Round on the investment platform Wefunder. We’re not asking for donations here – we are inviting you to reserve a spot as an actual angel investor in [COMPANY]. The best part about raising on Wefunder is that it allows anyone to invest - even if you’re not an accredited investor.
Make our day and check out our campaign page here: [URL]. If you decide to make an investment reservation in [COMPANY], we’ll be eternally grateful.*
Furthermore, if you have any questions or feedback for our campaign, we would love to hear from you!
Let’s build a world class brand that’s built and funded by and for the people.
Best,
[NAME]
Founder & CEO, [COMPANY]
*Our raise is currently in “testing the waters” mode while we finalize our paperwork and SEC filings, so you’ll only be making a reservation – not actually investing yet. Once we file everything in the coming weeks, you’ll be able to confirm your investment.
**Some necessary “testing the waters” disclosures:
1. No money or other consideration is being solicited. If sent, it will not be accepted.
2. No offer to buy securities will be accepted and no part of the purchase price will be received until a Form C is filed and only through Wefunder’s platform.
3. Any indication of interest involves no obligation or commitment of any kind.
Thank you template
Hey [NAME],
This is [NAME], the founder of [COMPANY] here. I want to personally thank you for making a reservation in our Community Round.
[FOUNDER NAMES] and I decided to start gauging investment interest from our customers and supporters so we can give back to the community that’s had our back from the start. Your investment interest means everything to us. More importantly, as [COMPANY] continues to grow and succeed with the funds you’ve put into us, you’ll get to financially benefit as well.
If you have any questions about [COMPANY] or what we’re up to, don't hesitate to reach out. Once we complete the necessary legal work, you will be notified by email to confirm your reservation in [COMPANY].
Finally, we’d be incredibly grateful if you could share our Community Round with your friends, using this link – the more the merrier!
[URL]
Sincerely,
[NAME]
Founder & CEO, [COMPANY]