Designing a Winning Crowdfunding Marketing Strategy
An 8-point framework (powered by AI tools) to turn attention into investors—join SuperCrowdHour today at 9:00 AM Pacific and the VIP Q&A at 10:00 AM
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Today, I’ll be hosting our monthly SuperCrowdHour webinar at 9:00 AM Pacific—and if you’re raising capital (or even thinking about it), this one can save you months of frustration.
You can watch it at Noon ET/9PT in the player at the top of this post. The show will also stream to television via the e360tv network on Roku, Amazon Fire TV, LG Smart TV, and Samsung Smart TV, plus across social media.
Before we dive in, I want to give credit where it’s due: Jason Fishman, CEO of Digital Niche Agency—one of the leading marketing firms focused on marketing for capital raising—is the primary source of the marketing framework and insights I’ll be sharing today. I’ve adapted his core approach for our impact-crowdfunding context and paired it with practical guidance on using AI tools to do the work faster and better.
Here’s the promise: I’m going to share the substance—generously—in this post. But the real value is in participating in the livestream, seeing the full framework come together, and then joining the private VIP Q&A at 10:00 AM Pacific (open only to paying Impact Members of the SuperCrowd). If you’re not an Impact Member yet, you can join now for $5.95/month—and we’ll follow up with a free registration link for the private session.
Why marketing strategy is the difference between “launched” and “funded”
Crowdfunding makes fundraising accessible—but it does not make it automatic. Too many founders treat marketing like a last-minute checklist item: post a few times, send an email blast, maybe run a couple ads, and hope the crowd magically appears.
In reality, crowdfunding success is usually the result of a written, deliberate marketing strategy—a roadmap that forces you to understand your market, your audience, your differentiation, and your numbers before you spend meaningful time and money.
As Jason Fishman teaches—and as we’ll apply today—marketing isn’t “promotion.” It’s a system. And the system works best when it’s built intentionally, measured honestly, and improved continuously.
The heart of today’s training: the 8-point marketing framework
Today’s session is built around an eight-part strategy framework that turns “marketing” into an organized system you can execute and optimize:
Industry Analysis
Competitor Audit
Target Market Profile
Channel Strategy
Creative Audit
Strategic Partnerships
Projections
Activation
This isn’t strategy for strategy’s sake. It’s how you reduce risk, focus effort, and create repeatable momentum.
1) Industry analysis: your credibility starts with context
Industry analysis is your “30,000-foot view.” It’s how you show prospective investors (and current and future customers) that you’re not just excited—you’re positioned.
When you pull relevant industry stats, trends, and market signals, you gain two superpowers:
You sharpen your value proposition (what you do, for whom, and why you win).
You gather credible “copy fuel” you can reuse in ads, emails, investor updates, and the offering page itself.
One key idea we’ll talk through today: many companies touch two or three industries, not just one. When you widen the frame, you often find adjacent markets and messaging angles competitors aren’t using—yet.
2) Competitor audit: success leaves clues (and so do mistakes)
A competitor audit isn’t about copying. It’s about learning faster than everyone else.
You study competitors to see how they obtain digital market share—and then you build a simple SWOT-style view (strengths, weaknesses, opportunities, threats) to decide what to adopt, adapt, and avoid.
Practically, you’ll look at things like:
What they post—and what gets engagement
Who’s talking about them (influencers, communities, newsletters)
What their funnel feels like (what happens after you click?)
Where they invest (channels, pacing, creative style)
3) Target market profile: stop marketing to “everyone”
This is where campaigns either get sharp—or stay vague.
A target market profile is the process of creating a fictional character who represents your ideal investor (or customer). Marketers call these “personas.” When you do this well, you can answer questions like:
What do they do on weekends?
Who influences them?
Where do they spend time online each day?
Why do they invest—and what do they want to feel when they do?
When you get this right, you stop guessing which channels matter. You stop writing generic copy. And you start building messages that feel personal—because they’re designed for real human motivations.
4) Channel strategy: “test, optimize, scale”
Channel strategy is where your research turns into a plan for attention.
You decide how you’ll drive traffic to your offering page (because a great page with no traffic is still… a page with no investors). You also decide how you’ll balance paid and organic efforts across the funnel—awareness, consideration, and conversion—so you’re not depending on one tactic to do everything.
A core operating philosophy Jason preaches is simple: test, optimize, scale. Start with measurable experiments, learn quickly, and expand what works.
5) Creative audit: content that converts is not accidental
Most founders create content like they’re shouting updates. A creative audit flips that. You evaluate what you already have—posts, emails, ads, landing pages—identify what’s missing, and then build a cohesive experience across touchpoints.
The goal is consistency and clarity: your campaign should feel like one story, told in many places, rather than a collection of random posts.
One of my favorite ideas here is storytelling through milestones: don’t just announce numbers—turn milestones into chapters that build social proof, momentum, and urgency.
6) Strategic partnerships: borrowed trust is powerful
Strategic partnerships can accelerate a campaign because they bring third-party validation and access to audiences that already trust the messenger.
Partners might include LinkedIn group leaders, aligned brands, newsletters, podcasts, and industry thought leaders. And yes—traditional media still matters. Podcasts, newsletters, newspapers, and television can create credibility spikes that ads often can’t replicate.
7) Projections: your goal is a math problem, not a wish
Projections turn “we want to raise $X” into the funnel math of how you’ll get there.
You break the journey into impressions → clicks → conversions, then apply realistic assumptions to estimate the traffic you’ll actually need. This step is often uncomfortable—but it’s also liberating. Once you see the math, you can build a plan that matches reality.
8) Activation: launch strong, then learn in public
Activation is where the plan meets reality.
You launch with early momentum, watch the data, and stay willing to pivot—because no plan survives contact with the real world unchanged. In other words: you launch with your best assumptions, but you win by staying adaptive. That’s not a slogan—it’s a discipline.
How AI tools (including ChatGPT) make this easier—if you prompt well
A big theme in my book is that AI tools can dramatically reduce the friction of doing good marketing strategy—if you use them intentionally.
Today, I’ll show how to use AI tools to accelerate:
Industry research and summarization
Competitor analysis and positioning
Persona development
Channel experimentation plans
Creative iteration (headlines, hooks, scripts, emails)
But I’ll also talk about the limits—where you must apply human judgment, real-world testing, and disciplined measurement.
Join me live at 9:00 AM Pacific—and then come to the VIP room
If you only read this post, you’ll have a usable framework. If you watch the livestream at 9:00 AM Pacific, you’ll see how to apply it. If you join the VIP Q&A at 10:00 AM Pacific, you can bring your real campaign questions, get direct feedback, and leave with next steps you can execute immediately.
The VIP Q&A is open only to paying Impact Members of the SuperCrowd. If you want in, you can join now for $5.95/month. We’ll follow up with a free registration link for the private session.
See you today—8:00 AM Pacific for the newsletter post, 9:00 AM Pacific for SuperCrowdHour, and 10:00 AM Pacific for VIP. Let’s design a marketing strategy that doesn’t just launch… it funds.
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Upcoming SuperCrowd Event Calendar
If a location is not noted, the events below are virtual.
Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on December 16, 2025, at 1:30 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.
SuperCrowdHour, December 17, 2025, at 12:00 PM Eastern, will feature Devin Thorpe, CEO and Founder of The Super Crowd, Inc., leading a session on “Designing a Winning Marketing Strategy for Your Investment Offering.” Drawing on his deep experience in impact crowdfunding and investment storytelling, Devin will break down the essential elements of building a marketing strategy that attracts, engages, and converts potential investors. Participants will learn how to identify and reach the right audience, craft messages that build trust, and develop a promotional plan that supports sustained momentum throughout a raise. Whether you’re preparing for your first regulated investment crowdfunding campaign or looking to strengthen an ongoing one, this SuperCrowdHour will provide the insights and practical frameworks you need to elevate your offering and boost investor participation.
SuperGreen Live, January 22–24, 2026, livestreaming globally. Organized by Green2Gold and The Super Crowd, Inc., this three-day event will spotlight the intersection of impact crowdfunding, sustainable innovation, and climate solutions. Featuring expert-led panels, interactive workshops, and live pitch sessions, SuperGreen Live brings together entrepreneurs, investors, policymakers, and activists to explore how capital and climate action can work hand in hand. With global livestreaming, VIP networking opportunities, and exclusive content, this event will empower participants to turn bold ideas into real impact. Don’t miss your chance to join tens of thousands of changemakers at the largest virtual sustainability event of the year.
Demo Day at SuperGreen Live. Apply now to present at the SuperGreen Live Demo Day session on January 22! The application window is closing soon; apply today at 4sc.fun/sgdemo. The Demo Day session is open to innovators in the field of climate solutions and sustainability who are NOT currently raising under Regulation Crowdfunding.
Live Pitch at SuperGreen Live. Apply now to pitch at the SuperGreen Live—Live Pitch on January 23! The application window closes January 5th; apply today at s4g.biz/sgapply. The Live Pitch is open to innovators in the field of climate solutions and sustainability who ARE currently raising under Regulation Crowdfunding.
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