70%+
of investor leads never convert
without a proper follow-up system
30–60%
drop in conversions from
poorly configured CRM automation
1 miss
is all it takes — one compliance error
can stop or delay your entire raise
The Gap Most Issuers Don’t See
Most Agencies Generate Leads.
Capital Raises Convert Investors
Under Regulation.
Raising capital isn’t like running a product marketing campaign. It’s a regulated process with SEC and FINRA rules that govern every ad, email, landing page, and investor communication. Most marketing teams — even great ones — have never worked inside these rules.
That gap is where raises stall. We close it.
Your CRM must integrate with Folla’s platform
For accurate investor tracking, pipeline management, and compliant follow-up. A generic CRM setup won’t connect the way it needs to.
Ad messaging must meet strict SEC/FINRA guidelines
Every ad, disclosure, and investor communication has to be reviewed before it goes live. Your agency doesn’t know what they don’t know.
80–95% of leads don’t invest immediately
Without a properly built nurture system, those leads disappear. Your CRM becomes your highest-value long-term asset if it’s built right.
What Your Agency Can’t Do Without Us
Three Things That Make or Break Your Raise
01Your CRM Must Be Built for Investors
Standard CRMs are built for selling products — not raising capital. Your GoHighLevel instance must be configured for investor lead capture, SEC-aligned nurture sequences, compliance tagging, and pipeline tracking that connects directly to Folla’s platform. Built wrong from day one, leads fall through the cracks.
02Compliance Is Not Optional
Does your agency know what’s required on a landing page under Reg CF? What can’t be said in a Meta ad under 506(c)? What disclosures are legally required in every investor email? Phierce Marketing works hand-in-hand with Folla Capital to review every asset before it goes live. This isn’t polish — it’s risk management.
03Your Data Must Connect to Folla's Platform
Every issuer using Folla Capital needs their CRM, lead pipeline, and analytics properly integrated with Folla’s systems. Your agency can’t configure this — it requires direct access and setup by Phierce Marketing. Without it, your team is flying blind and Folla can’t support your raise the way they need to.
Campaign Setup — Required for All Folla Capital Issuers
Everything You Need to Launch.
Nothing You Don’t.
$3,000
One-Time Setup Fee
$7,000–$12,000+
Full setup includes:
Enterprise Note: Companies with 1,000+ existing contacts may require additional data migration. Pricing is discussed during onboarding and is rare.
What Setup Looks Like
Three Things That Make or Break Your Raise
CRM Setup
GoHighLevel configured for investors
Lead Capture
Forms, tags, and pipeline built
Compliance Review
All assets reviewed with Folla
Folla Integration
Platform connected and tested
You're Live
Team trained and ready to run
Your CRM Is a Long-Term Asset
Your Raise Ends.
Your Investor Database Doesn’t.
Every contact who enters your funnel — whether they invest or not — is a relationship you own. Your GoHighLevel CRM, properly built and integrated with Folla’s platform, becomes your most valuable business asset long after the raise closes.
Future raises. Investor updates. Community building. Growth. It’s all sitting in the system we build for you on day one.
Ready to Get Started?
Book Your Setup Call Through
Folla Capital
We’ll confirm your setup details, walk you through the process, and get your system built and live — typically within 5–7 business days.
$3,000 one-time fee — no monthly commitment required
Want Us to Run Your Campaigns Too?
After Setup, You Choose Your Path.
Hand the keys to your agency, or hand them to us. Phierce Marketing offers three ongoing campaign management tiers for issuers who want a team that’s done this before.
Launch
$3,500/mo
First-time raises and small goals. Meta ads, CRM automation, landing page, and monthly reporting.
Activate
$6,000/mo
Active raises needing traction. Multi-platform ads, A/B testing, biweekly optimization, full nurture system.
Scale
$10,500/mo
506(c) and national campaigns. Meta + LinkedIn + YouTube, weekly reporting, full-funnel management.