Strategy: Finding Investors through advertising Regulation D - Rule 506(c)

It is critical to your solicitation strategy to include certain ‘keywords’ in your Offering Documents. The goal of this strategy is to attract investors. See deal structure.

• Create a website. This can be done for less than $350. (I provide resources to my clients; however, you can also use services such as Guru, Freelancers, and Upwork.)
• On your website, you will create a link to your Dropbox that contains your Offering Documents. Investors can now download your Offering Documents from the website. (Note: Email delivery is unreliable due to the potential size of your file attachment. Email servers tend to strip attachments from your emails or direct them to their spam folder.
• Establish a Google AdWords account.
  (There is no cost to set up an AdWords account). This will allow you to publish your Offering ads worldwide if you choose to. However, you will likely limit your ad exposure to the United States only.
• Your investor prospects, such as 401k investors, are searching the web for ideas to improve their investment portfolio performance. Investor prospects do this by searching Google keywords for their investment criteria. An example of a searchable keywords would be “high-yield investment”. You would include these keywords in the Offering Documents, the website verbiage, and your Google AdWords campaign.
• You need to create 5 or 6 investor searchable keywords in your Offering Document, website, and Google Ad. These keywords will be bullet points on your website and are the core of your marketing program.
• These keywords will be determined by your business performance expectations as described in your Offering Documents.
• Investor Prospects searching using these keywords will display your Google ad on their screen (called an impression). The Investor clicks on your ad and is brought to your website page with all your summarized presentation in bullet points, including the one keyword that brought them to your website. This will expose them to your presentation and give them access to all your Offering Documents.
• This is now a “qualified” prospect since his keyword search matches at least one of your keywords in your website displays and Offering Documents.
• Your goal is to bring these prospective investors to your website, where you can present your idea.

An example of this strategy:

• You entered a keyword into your Google search – a keyword that returned my ad.
• You clicked on the ad and were brought to my website.
• You are now reading my presentation.
• The best you can hope for is to present your idea to ‘qualified prospects’ and make your presentation. Yes – No – Maybe. They will have 3 choices after reading your presentation. It’s a numbers game. How many prospects can you bring to your website each day? How much will it cost? What do you do with them once you have them on your website? How many can you close?

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