Lead Submission
Once you have confirmed the business has met our basic criteria, you will be able to apply for pre-approval on the entrepreneur’s behalf, via the lead submission form. Once submitted, this will be sent to our team for review.
Investment opportunity creation
Once the business has been reviewed and approved for Crowdcube, the entrepreneur will be invited to start writing the details of their raise, creating their video, and developing their investment opportunity promotion plan.
Crowdcube’s verification process
Once the business’s claims have been submitted, to help us get to know it a little more, the entrepreneur will be asked to provide some basic legal, financial and compliance information. Assuming there are no issues with the information provided, we will begin to review and verify the opportunity text. As every campaign is a financial promotion, we will request evidence to verify any material statements included in the opportunity text.
Marketing the opportunity
For entrepreneurs, effectively promoting your opportunity is key to its success, so now is the time to kick-start your promotional activity. You can find a host of resources on campaign promotion, here.
Launching on Crowdcube
Your client’s opportunity will launch privately until their raise reaches an initial investment target (to be agreed with their Campaign Manager), giving your client time to secure investment from lead investors and their own network before the raise goes public.
Managing live opportunity
When your opportunity is live, your client’s focus should be on actively promoting their raise. This includes ongoing marketing of the opportunity to their own network of customers and contacts, promotion via their website and social channels, as well as regular updates on their Crowdcube opportunity page.
You can find our resources for managing a live opportunity, here.
Legal submission and review
Once you've raised 75% of your target, your client will be introduced to our legal team, who will start preparing for the completion of your round. We will request any further information needed to carry out legal checks in order to make appropriate disclosures to investors.
Round completion
Once your client has reached their maximum funding target and the opportunity has closed to investment, we'll start our completions process. We will complete anti-money laundering checks on investors, inform them via email of the cooling off period, complete our final legal checks, capture payments and issue share certificates. We will also work with your client to complete the necessary tax filings, and provide you with information on the Companies House filings you need to do.
You get paid a fee
Once the round has completed (average completion period is 30 days after the opportunity has funded), we will ask you to raise an invoice for the appropriate fee as agreed. We will then pay you within 5 working days of receiving it.
Any further questions, please email partners@crowdcube.com.