How To Promote a Regulation Crowdfunding Portal

Getting the right exposure is essential for the success of any crowdfunding portal. Thankfully, new Regulation Crowdfunding regulations allow crowdfunding portals to advertise under certain conditions. While the issuers of Title III offerings are allowed to widely advertise both online and offline, the rules for portal owners are much stricter. Below we will introduce you to the can-do’s when advertising your Title III crowdfunding portal.

Fair & Balanced

Unlike a project owner, who is welcome to say that their offering is the best one in town, portal owners are charged with presenting all of their offerings equally. Title III portals can advertise their site as-a-whole, so if you are attempting to gather all of the potential issuers possible for your new portal then feel free to blanket Google, Facebook, and Twitter to let everyone know why your portal is the best in its field. This applies to marketing the portal itself, and not any offering in particular. For example, you can claim that you run the world’s greatest Title III crowdfunding portal for pizza parlors looking to raise funds, but you cannot say that an offering on your portal for Dave’s Pizza is the best investment in the world. Leave that for Dave’s Pizza advertise on their own.

That doesn’t mean that portals can’t advertise the portal’s offerings. Portals are allowed to place advertisements that list the offerings on their site, as long as the advertisement includes all of the offerings on the site. These advertisements have regulations in place to restrict the type of information that may be included when describing the investment. Advertisements may include the following information about the portal’s offerings:

  • The name of the issuer and other identifying information
  • A brief description of the issuer’s business
  • The terms of the offering
  • A list directing the investor to the portal

As long as these restrictions are met, go ahead and advertise all of the offerings on your portal!

Direct To Investors

The regulations set forth by Title III also allow you to email your existing user base directly as long as the information is fair and balanced. There are two methods which are available when communicating with your portal’s users about offerings. You are welcome to email the portal’s registered users about all of the investment opportunities available on the portal in the same way you would advertise on Google or Facebook, as long as the information provided about the investments is kept to the guidelines listed above.

New investment opportunities are always arising, and thankfully Title III regulations have that covered. Portal administrators are also allowed to send an email to all registered users each time that a new investment is posted as long as the information provided is kept to the guidelines listed above. Hopefully, that will allow portal owners enough opportunities to communicate with registered portal users regularly, keep interest in the portal high, and get needed attention to new investment opportunities on the portal.

Helping Issuers Succeed

The success of a crowdfunding portal depends on the success of the projects it hosts. While portal owners must be fair and balanced, there is still a great opportunity to help issuers advertise and succeed. Title III crowdfunding regulations allow for portal owners to establish relationships with advertising agencies, public relations firms, and broker-dealers with expertise in the sale of securities, and then introduce issuers to those experts. While you as a portal owner may not be able to claim that a particular offering is the best investment in the world, you may be able to connect the project owner with someone who will. This important distinction gives you an avenue to help the portal’s issuers succeed while remaining fair and balanced.


While Title III crowdfunding is still in its infancy, the regulations set forth give you the tools to succeed. Go ahead and tell the world that you run the world’s greatest Title III crowdfunding portal, list the portal’s investments in a fair and balanced way, and then give the issuers the resources they need to say that they’re the best too!