This document provides 8 steps for hosting effective webinars for equity crowdfunding campaigns. The steps include: 1) Choosing a platform with registration, Q&A, screen sharing, and recording features. 2) Setting up a registration link with event details. 3) Marketing the event through various channels 2 weeks, 1 week, and 1 day before. 4) Understanding compliance rules to ensure the webinar content is legal. 5) Creating a 10-15 minute pitch deck presentation. 6) Leaving time for open Q&A with investors. 7) Having a clear call to action to view the crowdfunding campaign. 8) Post-marketing the recorded webinar on platforms like YouTube. The

1. Hosting
Webinars For
Your Equity
Crowdfunding
Campaign

2. Why Webinars?
Webinars are a great
way to meet your
investors live and get
a higher investment
amount per investor.
It's also a great piece of
content to have in your
arsenal -you can:
• Repurpose your
webinar into a blog
• Cut it up and repost it
on social media
• Take portions of it for
ad creatives, and more.

3. How Do You Host a Great Webinar
For Equity Crowfunding?

4. STEP 1
to Hosting a Great Equity Crowdfunding
Webinar
Choose the Right Platform

5. Step 1 : Choose The Right Platform
You want your hosting platform to have the following features:
• Event Registration Via Email (that way
you can collect emails of those
interested)
• Q&A or Chat Feature for attendees to
drop questions
• Attendee's video/audio turned OFF.
You don't want attendees to randomly
turn on their videos and audio. Hosts
need to control that capabiity
automatically.
• Screen Sharing for hosts and co-hosts
• Automatic email reminders about the
event for registered attendees.
• Recording so you can add the webinar
video to your content assets and re-
promote it after the event

6. STEP 2
to Hosting a Great Equity Crowdfunding
Webinar
Set up a Registration Link

7. Step 2 : Set up a Registration Link
Things To Include in Your Registration Page:
• Date and Time of The Event
• A Short Description of the
Event
• Your Logo
• The Speakers Attending the
Event

8. STEP 3
to Hosting a Great Equity Crowdfunding
Webinar
Market Your Event!

9. To encourage as
many attendees as
possible it's important
to market your events
across all channels.
Step 3 : Market Your Event
Do the following
promotions:
• 2 Weeks Out - Send your initial
announcement and invite to the
event. Create an ad, email, portal
update, and social media.
• 1 Week Out - Send a reminder via
email, portal update, and social
media
• 1 Day Out - Send a "last chance to
register" via email, portal update, and
social media

10. STEP4
to Hosting a Great Equity Crowdfunding
Webinar
Understand Compliance Rules

11. Step 4: Understand
Compliance Rules
There are lots of things you
can say and can't say
during your equity
crowdfunding raise.
To ensure your webinar is
compliant you'll want to
understand compliance
rules.

12. Step 4: Understand
Compliance Rules
Communications should not include the following directly or indirectly,
including in any content, image, etc.
- include any false, exaggerated, unwarranted, promissory or misleading
statements or claims;
- omit any material fact or qualification if the omission, in light of the
context of the material presented, would cause the communication to be
misleading;
- predict or project performance;
- imply that past performance will recur or make any exaggerated or
unwarranted claim, opinion or forecast.
Importantly, communication should not minimize risks of loss nor the
liquidity risks to the investor.

13. Step 4: Understand
Compliance Rules
Reg CF, Rule 204
An issuer may not, directly or indirectly, advertise the terms of an offering
except in a notice that directs investors to the intermediary’s platform and
includes no more than provided under SEC Reg CF Rule 204.
Terms Communication:
Under Rule 204, the following may be including in a “terms” only
communication:
(1) A statement that the issuer is conducting a Reg CF offering
(2) The name of the Funding Portal
(3) Information (including a link in any written communications) directing
the potential investor to Funding Portal’s platform;

14. Step 4: Understand
Compliance Rules
(4) Factual information about the legal identity and business location of
the issuer, limited to the name of the issuer of the security, the address, phone
number and Web site of the issuer, the email address of a representative of the
issuer and a brief description of the business of the issuer.
(5) The “terms of the offering”, which includes:
a. the amount of securities offered,
b. the nature of the securities (e.g. equity, debt, etc.)
c. the price of the securities,
d. the closing date of the offering period,
e. the planned use of proceeds, and;
f. the issuers progress toward meeting its funding target.

15. STEP 5
to Hosting a Great Equity Crowdfunding
Webinar
Create a Brief Pitch Deck Presentation
For the First 10-15 minutes of the Event

16. Step 5: Create a Brief Pitch Deck
Presentation
• Team Info
• Market Opportunity
• Competitor Analysis
• Unique Differentiators
• Existing Traction
Things to include in
your pitch deck:
Remember to make your pitch deck compliant
and avoid discussing Terms of the Agreement!

17. STEP 6
to Hosting a Great Equity Crowdfunding
Webinar
Leave Enough Time for Open Q&A

18. Step 6: Leave Enough Time for
Open Q&A
The purpose of the event is to
allow existing and potential
investors to learn more about
your company and ask questions
they may have.
Be sure to encourage the audience
to drop in their questions into the
Q&A or the chat for you to read out
loud and answer.
If your audience is shy, come
prepared with some common
questions you get asked and be
prepared to answer them!

19. STEP 7
to Hosting a Great Equity Crowdfunding
Webinar
Have a Call to Action

20. Step 7: Have a Call to Action
Don't forget to
encourage investors to
check out your raise
page to invest!
Don't be afraid to sprinkle
in this call to action
multiple times during the
course of the event.

21. STEP 8
to Hosting a Great Equity Crowdfunding
Webinar
Post-Market The Event

22. Step 8: Post-Market The Event
Share the recording of the
event after for those who
were unable to attend.
You'll want to post the
video onto Youtube or
Vimeo so you can share
via:
• Blog
• Email
• Portal Updates
• Social Media

23. Don't be Afraid to Host Monthly
Webinars
Don't be afraid to host monthly live events for
your existing and new investors to get to know
your brand.
Webinars are an excellent way to promote your brand while also
creating a connection between you and your investors.

24. Don't be Afraid to Host Monthly
Webinars
If you are not quite sure how to theme your events,
start with a monthly Q&A webinar where you
present your deck and run through questions.
However, if you are feeling more adventurous, try theming
your events
Here are few themes that are great for equity
crowdfunding:
• Investor Q&A
• Lead Investor Testimonial (bring on your lead investor to give a testimonial
and for investors to ask questions too)
• Product Demo+Investor Q&A (Demo your product live with investors and
then let then ask questions)