Campaign Support & Onboarding

Personalized Onboarding & Expert Guidance

Your Dedicated Campaign Specialist

Each company is paired with a Pepins expert who provides end-to-end support—from preparing your documents to optimizing your launch timeline.

Tailored Support Throughout

Receive professional guidance on how to structure your raise, refine your materials, and ensure compliance with ECSP crowdfunding regulations.

Seamless Document Handling & Compliance

  • Centralized Document Management: Easily upload your pitch deck, financials, cap table, and supporting materials directly within your dashboard.
  • Automated Compliance Tools: Integrated workflows handle KYC/AML checks and regulatory reviews, eliminating paperwork and reducing friction.
  • Quality Review & Feedback: Our team ensures all materials are clear, complete, and ready for investor presentation.

Campaign Strategy & Marketing Tools

  • Co-Branded Marketing Plan: Collaborate with your Pepins specialist to develop a detailed launch strategy—featuring email campaigns, PR support, investor outreach, and social media.
  • Integrated Investor CRM & Analytics: Track investor interest, manage communications, and measure engagement using built-in CRM tools.

Real-Time Campaign Monitoring

  • Live Campaign Dashboard: Follow subscriptions, funding milestones, and investor questions in real-time via your performance dashboard.
  • Engagement & Communication Tools: Strengthen investor confidence through built-in Q&A sessions, live updates, and discussion forums.

Post-Funding Support & Liquidity Options

  • Automated Settlement: Once your funding target is met, agreements are digitally signed and funds transferred—no manual processing.
  • Equity Distribution: Shares are allocated directly or via nominee structures, with investor data recorded on your cap table.
  • Optional Secondary Trading: Extend your campaign’s momentum by enabling trading on Pepins Market, offering early liquidity for investors.

Why Pepins’ Onboarding Makes a Difference

Feature Benefit to Your Campaign
Dedicated specialist Personalized guidance ensures smooth onboarding
Built-in compliance tools Automates legal, KYC, and AML checks
Data-driven marketing Improves outreach and funding efficiency
Real-time engagement Builds investor trust and credibility through transparency

Review Regulatory Requirements

Prepare pitch materials, cap table, and financial models in advance.

Plan Your Campaign Timeline

Secure early investor interest and build momentum before going live.

Assemble Your Team

Assign internal roles for investor relations and campaign communication.

Set Campaign Parameters

Choose between “all-or-nothing” or “flexible” models and define your funding goals and duration.

Frequently Asked Questions (3)

How long does onboarding take?
Typically 2–4 weeks, depending on how prepared your materials are.
What kind of compliance support is provided?
Can I make changes after launching?

Ready to Begin?

Get expert support to launch your capital raise with confidence.

Start Onboarding