How to market a crowdfunding platform [10 best strategies]

Sabina Reminskaya
Sabina Reminskaya Business Development Manager
13 minutes to read
how to market a crowdfunding platform best strategies-min

Important: this article is meant for crowdfunding platform owners and not for the fundraisers looking to promote their campaigns at crowdfunding platforms.

As a company that helps financial companies and startups build crowdfunding and investment platforms, we get quite a lot of requests every week. Some of them come from seasoned businesses while others are young entrepreneurs making their first steps.

What we find to be a common mistake for early-stage startups is too little a focus on the marketing plan and customer acquisition strategy.

Technology is the foundation and we don’t deny it, but the platform doesn’t sell itself. Investors and fundraisers will need to find out about the opportunity to earn or get funding in some way, or better yet – in several ways.

Despite different go-to-market approaches, each of the crowdfunding frontrunners has found its audience and is increasing the number of campaigns run through the portal year by year.

GoFundMe has formulated the USP that made it stand out and become “the leader in online medical fundraising”.

At early stages, CircleUp and Crowdcube were finding investors through partnerships with other companies such as SecondMarket and TribeFirst. And Kickstarter’s founders promoted their new project through personal networks and blogs.

Marketing offers a wide selection of tools, and you just need to make the right choice. And if you’re still on the fence about how to launch a crowdfunding platform marketing campaign, we are going to help you.

Why market a crowdfunding platform? Numbers first!

In 2020 and 2021, we ran crowdfunding industry surveys among platforms in the UK and Europe and discovered some interesting trends (the new 2021 report is out by the way!):

  • on average, crowdfunding companies all over Europe spend at least 89,000 EUR to build a crowdfunding platform ready for market;
  • 14% of platforms allocate more than 30% of revenue on marketing activities while 41% of the companies allocate 5% or less; 
  • organic search, referrals and partnerships are the most popular marketing channel among the platforms surveyed;
  • crowdfunding platforms always use a combination of marketing channels to attract investors; only 4% indicate the use of a single marketing channel.
client-acquisition-channels-for-crowdfunding-platforms-780x800 How to market a crowdfunding platform [10 best strategies]
Client acquisition channels for crowdfunding platforms in 2021

In the crowdfunding platform survey that we ran this year, we identified the following marketing challenges for crowdfunding platforms:

  • regulatory restrictions and marketing limitations;
  • poor awareness about crowdlending among potential investors;
  • difficulty generating trust and at the same time communicating the message that investing is “light & fun”;
  • high costs of client acquisition etc.
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Crowdfunding platform marketing challenges. Source: Crowdfunding industry report 2021

The coronavirus pandemic has become a game-changer for the industry.

  1. For one-third of our respondents, finding clients became more challenging. Another 34% admitted a growing number of clients; fundraisers turned to new niches, changed business models of focused more on deal sourcing.
  2. Our analysis showed that the coronavirus pandemic had influenced the industry in both positive and negative ways. 29% of respondents said they’re experiencing difficulties, in particular those dealing with small and medium businesses and individual investors. For 67% of companies, now it’s hard to attract investors, and 50% find it difficult to fundraise for business.
  3. However, for 34%, the virus made a positive impact: fundraisers turned to new niches, changed business models of focused more on deal sourcing.
COVID-19-positive-impact-on-the-crowdfunding-industry-504x480 How to market a crowdfunding platform [10 best strategies]
The positive impact of coronavirus on crowdfunding companies. Source: Crowdfunding industry report 2020

In the aftermath of the global outbreak, it will be vital for businesses to alter crowdfunding marketing strategies.

That’s why understanding the importance of marketing strategy will help you define clear goals and choose the right plan to achieve them. 

Why marketing strategy matters:

  • market research provides insight about main rivals, target market, trends;
  • strategic marketing automatically gives you an edge over competitors; 
  • strategy helps to attract seed capital if a company isn’t self-funded: according to our survey, 43% of crowdfunding startups are self-funded with no outside money;
  • with a go-to-market strategy, you can boost your brand awareness;
  • it helps with discovering the opportunities for growth and finding ways to cater to the client’s needs;
  • the market research helps in developing an effective pricing policy;
  • prevents a company from overspendings and helps to fix the advertising budget;
  • unites departments and staff around one corporate goal.

Financial promotion rules for crowdfunding platforms

When it comes to marketing a crowdfunding platform, things get tough. 

Industry regulators have strict financial promotion rules, especially for high-risk investment offers. For example, the FCA requires companies to make their promo message fair, clear, and not misleading.

What does it mean?

You just can’t run a Google ad saying that your platform is full of appealing low-risk & high-profit offerings. The internet is full of investment scams advertised on social media and elsewhere, so the goal of the regulator is to make sure people don’t make a bad decision.

So how to advertise your crowdfunding platform and abide by the law?

  • state that a product or service places a client’s capital at risk;
  • quote a yield for short-term and long-term investments;
  • explain the platform’s remuneration;
  • include only those products/packages offered by the platform;
  • avoid using such terms as “guaranteed”, “protected” or “secure”.

Certainly, not every provider plays by the book. Recently the FCA has revealed over 100 financial promotions that were in breach of reg rules. Almost a half were related to retail lending.

Earlier in 2020, the mini-bond scheme Blackmore Bond scandal broke. The FCA banned their Google ad “sweetening the deal” and “offering impressive yields”.

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The Blackmore Bond website (doesn’t exist now)

Recently, the FCA updated financial promo rules. In particular, the FCA allows firms to forward proposals of higher‑risk investments to a well‑functioning consumer investment market for those consumers who understand the risks. 

The body also recognises that social media are particularly powerful channels of communication and applies the same rules to promos via Twitter, LinkedIn, Facebook.

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StartEngine’s recent twit

In the USA, it’s the SEC and FINRA who set the tone of financial advertising.

The broker-dealer communication should be fair, balanced and not misleading and comply with the advertising rules of FINRA

You can opt for any marketing channel – inbound or outbound – taking into account the requirements of local financial authorities.

10 result-driven channels in crowdfunding marketing strategies

First off, what’s a crowdfunding platform marketing strategy?

Some believe it’s a marketing plan for a crowdfunding platform aimed at reaching overall business goals. Others think it’s a process helping companies balance their resources and boost sales.

We’re gravitating more towards the definition below:

Marketing strategy is an organisation’s strategy that combines all of its marketing goals into one comprehensive plan. 

What’s more, marketing channels play a vital role in implementing the organisational strategy.

Inbound and outbound marketing are based on different methods.

  • Inbound marketing uses blogs, webinars, socials, paid ads to promote the product/service among a vast audience.
  • Outbound methods include TV/radio, cold-calling, events, email marketing.

For the crowdfunding niche, inbound marketing channels work better; however, emailing is also an excellent way to build the client base.

1. Referral and affiliate programs

As we mentioned earlier, the majority of fundraising companies rely on referral programs — one of the tools of cross-promotion marketing — when it comes to building brand awareness.

The idea is simple: to help reach new customers, a business develops a referral program offering some type of reward or cross-promotion.

For instance, Crowdcube partners have referred over 30% of businesses launched on the platform.

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Crowdcube partner program

The key benefits of referring for Crowdcube partners:

  • network capitalisation;
  • fundraising for clients;
  • bringing businesses and potential clients together.

2. Personal networks

When Kickstarter finally launched in 2009, its founders shared the idea through personal networks and the blog. This simple trick gave Kickstarter a real boost. Everyone knows where the company is now. 

By the way, content marketing experts from Copyblogger believe that every online business should start with building the audience and creating a community. Your contacts, regular clients, peers and everyone you know can spread word of mouth and attract first leads.

Although networking takes time and patience, the result it brings can be life-changing and lead to strong business relationships. 

Uma Rajah, the CEO of CapitalRise (our client) admitted that the team used their personal network to promote the project.  

3. Events and webinars

By organising industry events, you let potential investors learn about your platform, your business values and the unique opportunities you offer.

If you run a green energy crowdfunding platform, it can be an online webinar in collaboration with an organisation promoting sustainability and renewable projects. This way, you get to talk to people interested in this particular industry and get a chance to promote your projects among them.

Our client Charm Impact frequently participates in this type of event online and drives audiences interested in supporting clean energy SMEs in Africa. Besides, they launched a Charm Chat series – a webinar series telling inspirational stories of the founders of their partner companies, the work they do and the climate of their industries.

charm-chats-1 How to market a crowdfunding platform [10 best strategies]

4. Organic search

SEO strategy is a key factor determining the visibility and ranking of your website. With effective SEA and SEO optimisation tactics, you have all the chances to boost organic search and appear on the 1st page of search results. 

To this end, you can do on-page optimisation (optimise all pages of your platform) or improve backlinks (off-page optimisation).

Short-term SEA measures (paid advertising) give your content a temporary boost. Real success factors are hidden in keywords; that’s why it’s vital to build your content strategy on the proper set of key Google requests and spread them all across your platform.

Remember to communicate the fair offering and inform the investors about all risks and pitfalls involved. Otherwise, your ad might be banned.

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Example of Google ads run by crowdfunding companies

5. Social networks (LinkedIn)

Did you know that social media content is super important for Google? The search engine compares and rates web resources based on how often people interact with their content on social media channels. 

Those websites with high interaction rates in socials are ranked better in Google.

It doesn’t mean that you necessarily need to create business accounts on Instagram, Facebook, Twitter or Pinterest. As our study shows, LinkedIn is the best option for fundraisers-to-be. 

how-to-market-a-crowdfunding-platform-with-linkedin-530x480 How to market a crowdfunding platform [10 best strategies]
Indiegogo videos at LinkedIn

Promoting services, interacting with stakeholders and sharing informative content on LinkedIn can become an essential aspect of your marketing strategy.

The demographic data, followers and behavioural patterns of your audience are to help you adapt the marketing strategy and coordinate your efforts.

6. Content marketing and PR

In his interview with CrowdfundInsider, Woodie Neiss mentioned that awareness about Regulation Crowdfunding (Reg CF) has always been low. The recent trend: more mainstream media coverage of offerings, which increases awareness among other businesses and backers.

Until a media giant like Crowdfund Insider mentions you in their newsfeed, start building awareness yourself: launch a blog, create white papers, run webinars, conduct a survey etc.

Better yet, you can partner with niche media focusing on investment and crowdfunding to launch a series of articles about your platform. The more publicity you get the better so make sure you have a solid media outreach strategy to appear in the industry news.

7. Influencer marketing

Financial literacy is becoming more popular. There are quite many thought leaders in this area offering various educational courses and services.

In addition, seasoned retail investors share their knowledge in their blogs and other media and of course collaborate with crowdfunding and investment platforms.

Usually, authors publish in-depth reviews of crowdfunding platforms and their investing experience with them, so why not partner up with an influencer and launch an educational campaign for their audience?

how-to-market-a-crowdfunding-platform-partnership-1-640x468 How to market a crowdfunding platform [10 best strategies]

Some of those people educating a broader audience about investments and passive income have more than 700K subscribers on their Youtube channel. So our advice here would be to do extensive research to shortlist some of the influencers you think match your marketing objective, start a conversation and then see what joint promotion you could do together.

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Snapshot of Youtube results for “real estate crowdfunding” search query

8. Email marketing

Email marketing is the cornerstone of business communication. You can stay in touch with your network or reach out to potential backers.

Email campaigns and customer newsletters help you control content distribution and present your sales pitch.

  • Create incentives: use newsletters for bonus programs, presenting new projects or introductory marketing campaigns. Countdown elements to inform investors about the project duration create that FOMO effect and push backers to splurge.

 indiegogo-perks-366x480 How to market a crowdfunding platform [10 best strategies]

Indiegogo discounts and perks

  • Offer updatesCommunicate business or project updates such as milestones or construction via emails. The good idea is to invite companies and individuals to take part in marketing studies and then offer reports in return for users’ personal details. It works well for extending the client base.
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Ethis crowdfunding report
  • Share knowledge: position yourself as an expert in your field via value emails where you simply provide a link to a blog post, successful business story or give a couple of tips. Build trust in your brand with short well-prepared content.

    email-marketing-for-crowdfunding-platforms-417x800 How to market a crowdfunding platform [10 best strategies]
    Knowledge sharing campaign by Fundrise

9. Crowdfunding aggregators

Create an alliance with a website aggregator or directory of crowdfunding platforms.

Reach out to the platform asking to post a review or include your startup in the top list.

Chances are this option is a premium one, but it’s worth your money. Aggregators are considered to be credible sources of info for clients and partners.

There’re tons of them: general like Crowdspace (our subbrand), and dedicated like BrickFunding or P2P Empire

Crowdspace is a directory of European crowdfunding platforms, and an educational hub where you can learn about investing, explore crowdfunding tips or connect with tech partners for your crowdfunding business. Crowdspace is actively building up its database. List your company if you represent services or solutions for crowdfunding.

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10. Partnership with a bank

Some fundraising providers make alliances with banks to make it simpler for businesses and startups — to get financial aid.

For instance, in 2016, BNP Paribas Securities Services and SmartAngels established a strategic partnership based on blockchain technology to provide companies with access to backer’s capital.

In 2017, the same bank group partnered with Ulule in creating a financial system where startups could get a bank loan that equals their capital need. As a bonus, startuppers could get free banking services for some time.

Another example is Nordea, a banking group, who allied with a Nordic crowdfunding startup, Invesdor, to help local companies grow financially. The partnership was beneficial for both — the financial giant and startup. The first gains clients with external sources of funding, while the second attracted new clients from the bank’s base. 

Marketing for crowdfunding: tips and tricks

If you’re puzzled over how to market a crowdfunding platform, take a look at some tips below:

  • make it step by step: define your goal, get familiar with your target group, create client personas, work out your message, and finally make a plan;
  •  allocate from 2 to 5% of your revenue to the marketing strategy development (41% of the companies-respondents in our survey allocate 5% or less);
Marketing-budget-for-crowdfunding-platform-1-640x263 How to market a crowdfunding platform [10 best strategies]
Source: JustCoded crowdfunding report 2020
  • remember that at the beginning, everyone invests more time and effort and tends to rely on aggressive marketing while established companies focus more on reputation; 
  • hybrid strategies with a combo of channels are often more effective than just paid ads or events;
  • to make a difference, create a unique selling proposition (USP); it could be anything from raising funds for coliving property to a platform designed specifically for creators and artists;
  • reach out to forums and social media groups to spread word of mouth;
  • interact on Q&A platforms like Reddit and Quora to learn what the pains of your audience; 
  • promote successful projects already funded via your platform; let everyone know who guided the next Pebble to success. 

Crowdfunding platform marketing strategy: JustCoded clients case studies

Since we’re in crowdfunding software development for a long time, we can see how freshly baked startups turn into niche leaders. Here are some case studies on how to promote a crowdfunding platform.


CapitalRise is a crowdfunding company with a focus on prime real estate investing opportunities in London and the Home Counties. Backers can get an advantage of tax-free returns available through their Innovative Finance ISA.

Initially, this property-focused lending platform was funded via Seedrs and managed to raise a total of £35.4M in funding over 4 rounds.

capitalrise-luxury-property-crowdfunding-640x262 How to market a crowdfunding platform [10 best strategies]

As Uma Rajah, the CEO of CapitalRise, mentions at her interview to Computerworld, the team put all the efforts to build a fully digital platform and used their personal network to promote the project.  


Shojin is an investment company that leverages technology to provide access to institutional-grade investment opportunities in the UK real estate sector for investors from across the globe.

shojin-property-partners-640x318 How to market a crowdfunding platform [10 best strategies]

Once the platform was launched, Crowdfund Insider, a huge information source for crowdfunding geeks, published an article promoting a new entrant.

Jatin Ondhia, CEO of Shojin Property Partners, describes the company’s USP this way.

We carry out thorough due diligence on each project, invest our own money and then share profits at the end.

According to Crunchbase, Shojin was able to raise a total of $2.3M in funding over 1 round.


The platform matches all types of property investors with established mid-sized developers. Homegrown offers equity financing for companies and appealing returns for angels.

We also provide developers with a reliable and straightforward way to raise equity finance that will enable them to build homes and make a positive impact on the availability and affordability of housing in the UK.

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To grow the investor community, Homegrown uses an affiliate program. How it works: an affiliate partner is provided with a code which is used by new investors during the registration process. Affiliates are rewarded on the results of investments made by new members referred to Homegrown through partners.

Key takeaway

Running a business without marketing will kill it.

If you didn’t read the full piece and just scrolled down to the summary (as it happens sometimes), here is a brief of what we were talking about:

  • before jumping on the aggressive marketing campaign, do research on crowdfunding advertising restrictions set by your regulator;
  • affiliate programs, personal networks and LinkedIn marketing strategies for crowdfunding platforms are already tested in practice and proved themselves as effective ones;
  • additional marketing channels you should consider — influencer marketing, collaborations with aggregators, Google ads;
  • the process should be stepwise: you align your marketing objectives with a general business goal, define your target group and create a client portrait, create a USP and message, plan activities.
  • don’t rush, build a marketing strategy stepwise and never rely on a single promotion channel.
If you're at the pre-launch stage of your crowdfunding business and need tech assistance or friendly advice, give us a buzz — we'll share our thoughts on how to get started.
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