What Can I Say About My Reg CF Raise on Social Media and Podcasts?

It depends on timing and on whether you mention the terms. Before you file Form C, you may test the waters to gauge interest, with required statements that no money is being accepted and no sales can be made yet. After you file, you can talk freely about your business, product and mission, as long as you don't discuss the offering's terms. Any communication outside the funding portal that does mention the terms, such as the amount, the security, the price or the closing date, must be limited to a brief notice with specified facts and a link to your portal page. Detailed discussion of the offering belongs on the portal. Anyone you pay to promote it must disclose that they are paid, every time.

By Joel Arberman, founder of Prepared to Raise · 17 companies taken public, 30+ private placements prepared · Reviewed October 21, 2026

Three periods, three sets of rules

1. Before you file Form C: testing the waters

You may communicate with the public, orally or in writing, to gauge interest before filing. Written materials must state that:

  • no money or other consideration is being solicited, and none will be accepted;
  • no sales will be made or commitments accepted until the Form C is filed and only through the funding portal; and
  • an indication of interest involves no obligation or commitment.

You can collect non-binding indications of interest and email addresses. Written testing-the-waters materials are filed with the Form C, so write them as if investors will read them later, because they will.

2. While the offering is live

Every message outside the portal is one of two kinds, and you should never mix them:

  • Non-terms communications: anything about your business that doesn't mention the offering's terms. Product launches, customer stories, behind-the-scenes posts. These are generally unrestricted, other than antifraud rules.
  • Terms communications: anything that mentions the amount, the type of security, the price, the closing date or similar terms. Outside the portal, these are limited to a short notice containing specified facts, such as that you are raising under Reg CF, the portal's name with a link, the basic terms, and factual information about the company, and nothing more.

Investor questions and detailed discussion belong on the portal's discussion board, where everyone sees the same answers.

3. After the offering closes

Normal business communications resume. Your annual report and investor updates go to investors directly.

Applying it

  • A LinkedIn post saying "We're raising $1M at a $10M valuation on [portal], link below": a terms communication. Keep it to the permitted notice content.
  • A LinkedIn post about your new store opening: fine, as long as it doesn't mention the raise's terms.
  • A podcast interview: talk about the business. If the host asks about the raise, say you're raising on [portal] and point listeners there. Don't discuss valuation, returns or terms on air.
  • An email to your customer list: either a short terms notice with the portal link, or a non-terms story. Don't combine a pitch with the terms.
  • A webinar: host it through or with the portal, or keep it to non-terms content.
  • Paid ads: permitted for the notice or non-terms content, within platform rules.

Paid promoters and influencers

Anyone you compensate to promote the offering, including employees, contractors and influencers, must clearly disclose in each communication that they are being paid. That applies on the portal and off it.

What's never allowed

  • Accepting money or binding commitments before the Form C is filed
  • Projections or return promises outside the offering materials
  • Statements that contradict or go beyond your Form C
  • Selling outside the portal

Related questions

Can I mention the raise in my email signature?

A simple line naming the portal with a link is generally a permitted notice. Keep it short and accurate.

Can I answer investor questions by email?

Point them to the portal's discussion board so every investor gets the same information.

Are the rules the same for a 506(c) raise?

No. Rule 506(c) allows broader advertising, but only accredited investors can buy. Advertising a 506(c). If you run both at once, coordinate the messages carefully. Reg CF and 506(c) side by side.

What about a 506(b) raise?

No public communications about the offering at all. What counts as general solicitation.

Where to start

Our Reg CF package includes campaign page content, an investor FAQ, a video script and a community-first launch plan written to these rules.

Prepared to Raise is a service of Meraki Partners, LLC. This article is general information, not legal, tax or investment advice, and not an offer to sell or a solicitation to buy any security. Meraki Partners is not a broker-dealer, funding portal, investment adviser or law firm. Check specific communications with your counsel and portal.