Marketing Your Deals - Promotion and Visibility Strategies

• Permitted: Public advertising and general solicitation allowed
• Verification Required: Must verify all investors are accredited
• No Sales to Non-Accredited: Cannot sell to non-accredited investors
• Reasonable Steps: Must take reasonable steps to verify accreditation
• Documentation: Maintain records of verification efforts

• Misleading Statements: No false or misleading information
• Omitted Material Facts: Must disclose all material information
• Unsubstantiated Claims: No unsupported performance projections
• Selective Disclosure: All material information must be publicly available
• Insider Information: No trading or disclosure of material non-public information

⚠️ Legal Disclaimer: Always consult with qualified securities counsel before launching any marketing campaign. Violations can result in severe penalties and deal invalidation.

• Investment Risk Warning: "All investments involve risk, including potential loss of principal"
• No Guarantee Statement: "Past performance does not guarantee future results"
• Accredited Investor Only: "This offering is available only to accredited investors"
• Securities Law Compliance: "Securities offered in reliance on private placement exemptions"
• Professional Advice Recommendation: "Consult with qualified advisors before investing"

• Historical Performance: Must be substantiated and include relevant time periods
• Forward-Looking Statements: Must include assumptions and risk factors
• Benchmark Comparisons: Must be fair and appropriate comparisons
• Fee Impact Disclosure: Must show performance net of fees when applicable
• Survivorship Bias: Address any selection bias in performance data

1. Title Slide: Company name, tagline, contact information, disclaimers
2. Executive Summary: Investment highlights and key value propositions
3. Problem Statement: Market problem you're solving with size quantification
4. Solution Overview: Your unique solution and competitive advantages
5. Market Opportunity: TAM, SAM, SOM with growth projections
6. Business Model: Revenue streams, pricing, unit economics
7. Traction & Metrics: Key performance indicators and growth metrics
8. Competitive Landscape: Competition analysis and differentiation
9. Management Team: Leadership bios and relevant experience
10. Financial Projections: 3-5 year financial model and assumptions
11. Investment Terms: Funding amount, use of proceeds, valuation
12. Risk Factors: Key risks and mitigation strategies
13. Exit Strategy: Potential liquidity events and timeline
14. Appendix: Additional details, team bios, financial details

• Professional Template: Use consistent, professional design template
• Visual Hierarchy: Clear information hierarchy with appropriate fonts
• Data Visualization: Charts and graphs to illustrate key points
• High-Quality Images: Professional photos and graphics
• Mobile Friendly: Readable on both desktop and mobile devices
• Brand Consistency: Consistent with company branding and messaging

• Featured Deal Placement: Premium positioning in deal directories
• Investment Group Promotion: Leverage your investment group for deal promotion
• Newsletter Inclusion: Feature in CDAO Platform investor newsletters
• Webinar Hosting: Host investor education webinars
• Blog Content: Thought leadership articles and company updates
• Social Features: Company updates and investor engagement tools

• SEO Optimization: Optimize deal titles and descriptions for search
• Tag Selection: Choose relevant industry and stage tags
• Update Frequency: Regular company updates maintain visibility
• Investor Engagement: Respond promptly to investor inquiries
• Performance Monitoring: Track views, applications, and conversion rates

• Problem/Solution Fit: How your solution addresses specific investor interests
• Risk/Reward Profile: Match risk level to investor appetite
• Timeline Expectations: Align exit timeline with investor horizon
• Value-Add Opportunities: How investors can contribute beyond capital
• Portfolio Fit: How your deal complements their existing investments
• Competitive Advantages: Unique aspects that differentiate your opportunity

• Email Subject Lines: Test different approaches for open rates
• Landing Page Design: Optimize conversion elements
• Call-to-Action Text: Test different CTA messaging
• Value Propositions: Test different benefit statements
• Video Thumbnails: Optimize for click-through rates
• Pitch Deck Order: Test different slide sequences
• Social Media Posts: Optimize posting times and formats

• Statistical Significance: Ensure adequate sample sizes
• Single Variable Testing: Test one element at a time
• Control Groups: Always maintain control for comparison
• Time-boxed Tests: Set specific testing periods
• Documentation: Record all test results and learnings

1. Initial Contact: Professional introduction and company overview
2. Interest Qualification: Assess mutual fit and interest level
3. Education Phase: Provide industry insights and company updates
4. Trust Building: Demonstrate competence and reliability
5. Investment Presentation: Present specific opportunity
6. Due Diligence Support: Facilitate investor evaluation process
7. Post-Investment Nurturing: Maintain ongoing communication

• Monthly Updates: Regular progress reports and metrics
• Quarterly Calls: Detailed business reviews and Q&A
• Annual Events: Investor meetups and social events
• Ad-hoc Communication: Major announcements and developments
• Crisis Communication: Transparent communication during challenges