Get prepared to run your campaign and promote your offering using our DIY workbook and templates.


Packed with experience from our team and industry experts, the Campaign Gold book has idea-starters, how-to action steps, and helpful reference material.

Included for Issuers with sign-up.

The Gold book is a 200+ page workbook with illustrations and 43 supplemental files including spreadsheets, example content, starter outlines, and links to additional tools and information.

Designed for the do-it-yourself campaign team, it goes beyond the basics to arm you with ideas and questions in case you are working with outside design and marketing partners.

Know what to expect before, during, and after your campaign

Investment crowdfunding is both a financial and a marketing endeavor. Mapping out your approach at each stage of your campaign helps ensure you make your goals. The Campaign Gold book is your guide. Inside:

Look inside your private data room for your workbook and supplemental files.
  • Work with spreadsheets on your computer or using our online editor/free software