Campaign template v 2.1 (Sheet)
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ABCDEFGHIJ
1
Campaign run sheet
2
Completed
PRE
Completed
LAUNCH
Completed
DURING
Completed
CLOSE
Completed
POST
3
Draft / update your business planEventFirst bumpPREvent/Celebration
4
Gather your historic financialsPush the buttonSocialSocialUpdate on campaign page
5
Create your three year forecastSocial mediaNewsletterNewsletterVerification of IDs
6
Submit your campaign request
Personal contacts/First 50
Update on the campaign pageProcess payments CC
7
PledgeMe reviews documentsNewsletterManage campaign page
Pop a bottle of something to celebrate/commiserate
Process payments DD
8
PledgeMe approves requestHave telephone onUpdates on campaign page(10 working days) First transfer
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CrowdfundingU - Session 1
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Review campaign plan, false and misleading doc, send draftsPhotos/video
Answer questions on campaign page
Update share register
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CrowdfundingU - Session 2(20 working days) Second transfer
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Update constitution (if needed)Events/investor sessionsUpdate share register
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Add imageryDirectors certificate / resolution
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Add media archiveShare media coverage on socialUpdate companies office
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CrowdfundingU - Session 3Open shareholder portal
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Complete a comms planHalfway ($/time)Message shareholders through portal
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CrowdfundingU - Session 4 - Pitch KitchenSocialInvestment statements out
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Contact First 50NewsletterDebrief of campaign
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Set up investor-specific newsletter list
On going communication with shareholders
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Announce equity raiseKeep on running your business
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CrowdfundingU - Session 5
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Draft video scriptAlmost there ($/time)
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Tweak your website (equity crowfunding banner, newsletter signups etc.)
Social
24
Start planning launch eventNewsletter
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Submit final business plan and campaign page (7 biz days pre-launch)
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Review business plan to go out with comms
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Get outgoing comms ready
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CrowdfundingU - Session 6 - final checks
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Embargo’d PR with IM
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Campaign creators' responsibilityKey
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PledgeMe's responsibility
34
Joint responsibility
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