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✨ Services ✨

Legal & Compliance Support

Raising capital through equity crowdfunding is an exciting opportunity, but let’s be honest — the legal and compliance side can feel like walking through a minefield. Between ever-evolving securities regulations, disclosure requirements, and investor protections, there’s a lot to get right. The last thing you want is a promising campaign derailed by an overlooked compliance detail or legal misstep.

That’s where Crowdfund.co comes in.

Our Legal & Compliance Support services are designed to help founders, startups, and growing companies navigate the complex legal landscape of equity crowdfunding with confidence. We help you protect your company, your investors, and your reputation from day one.

Whether you’re planning a Reg A+, Reg CF, or Reg D offering, our team makes sure you’re not just ready to launch, but fully equipped to stay compliant throughout your raise and beyond.

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Why You Need a Solid Equity Crowdfunding Setup

If you’re wondering why setup matters so much, here’s the deal. Each equity crowdfunding pathway—Reg A+, Reg D, and Reg CF—has its own regulatory requirements, limitations, and benefits. It’s not just about filing the right forms. It’s about making sure your offering is structured to fit your business goals, your target investor audience, and the legal boundaries set by the SEC.

Skimp on setup, and you risk delays, fines, or worse. Get it right from the start, and you create a foundation that lets your campaign run smoothly while building investor trust.

Our equity crowdfunding consulting services take the guesswork out of this process. We help you choose the right path, avoid common pitfalls, and get every detail aligned—so when it’s time to hit launch, you’re ready.

Reg A+ Setup

Reg A+ crowdfunding is often called the mini-IPO for a reason. It allows companies to raise up to $75 million per year from both accredited and non-accredited investors across the US. It’s a fantastic way to expand your investor base and build brand awareness. But there’s a catch: Reg A+ comes with detailed compliance requirements and a formal SEC qualification process.

Our Reg A+ setup services include:
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    Helping you structure your offering and prepare necessary disclosures

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    Assisting with SEC review responses to keep your timeline on track

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    Coordinating with your legal and accounting teams to compile the Form 1-A filing

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    Advising on ongoing reporting requirements so you stay in good standing after your raise

With Crowdfund.co services on your side, you can launch a Reg A+ offering with confidence. We’ll help you avoid the bureaucratic bottlenecks and focus on what you do best—building investor excitement.

Reg D Setup

Need to move fast or target accredited investors? Reg D crowdfunding is often the path of choice. Under Regulation D Rule 506(b) or 506(c), you can raise unlimited capital with fewer disclosure requirements and no SEC qualification process. But don’t let the simplicity fool you. There’s still plenty of compliance work to handle, and you’ll want to make sure your offering checks all the right boxes.

Our Reg D setup services cover:
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    Determining the best exemption structure (506(b) vs. 506(c)) for your goals

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    Advising on solicitation strategies and verification of accredited status

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    Preparing your Form D filing and investor materials

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    Guiding you through compliance obligations post-raise

We’ll help you launch a Reg D offering that’s well-prepared and professional, giving investors the confidence to invest and ensuring you stay within regulatory lines.

Reg CF Setup

Reg CF crowdfunding is an ideal path for startups and smaller businesses looking to raise up to $5 million per year. It lets you tap into the power of the crowd and attract a wide range of investors. But it also comes with strict rules on how you market, manage, and report on your campaign.

That’s where our Reg CF setup services shine:
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    Helping you select and coordinate with the right funding portal

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    Crafting a marketing plan that complies with SEC guidelines

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    Preparing your Form C filing and investor disclosures

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    Setting up post-raise compliance processes so you can focus on growth

With our equity crowdfunding consulting team in your corner, you’ll be ready to launch a Reg CF campaign that stands out and scales.
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Why Legal & Compliance Support Matters in Equity Crowdfunding

You’re about to invite the public to invest in your business. That’s a big deal. With it comes a whole new level of responsibility — legal, ethical, and practical.

Here’s why strong equity crowdfunding legal support is non-negotiable:

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You need to comply with federal and state securities laws. Getting this wrong can trigger regulatory penalties, investor lawsuits, and loss of public trust.

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Clear and accurate disclosures build investor confidence. They also protect your company from future claims of misrepresentation.

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You must follow strict rules around advertising and communications. A casual social media post could unintentionally violate securities compliance for crowdfunding.

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Ongoing compliance doesn’t stop after launch. Annual reports, updates to investors, and recordkeeping all require careful attention.

The legal landscape can seem intimidating — and frankly, it is if you try to handle it alone. But with the right legal and compliance support, it becomes manageable, predictable, and even empowering.
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Sales Copywriting

Convert curious visitors into paying students with persuasive, high-converting sales copy tailored to your course. We craft a clear, value-packed message that builds trust, highlights transformation, and drives action—starting with a powerful sales page and supporting funnel copy.

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Full Sales Page Copy: Long-form or modular layout with headline variations, transformation-driven content, FAQs, and instructor bio.

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Supporting Funnel Copy: Lead magnet opt-in page, confirmation/thank you page, CTAs, and additional page copy if applicable.

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Optimized for Conversion: Strategic copywriting framework with 3 revision rounds for testing, clarity, and performance.

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How We Support Your Campaign

At Crowdfund.co, we know that great campaigns start with great compliance. Our Legal & Compliance Support services give you the structure, tools, and expert guidance you need to run a fully compliant raise.

Here’s what we offer:

Regulatory Readiness

Before your campaign even hits the public eye, we help ensure you are ready from a legal and compliance standpoint. That includes reviewing your corporate structure, offering documents, and marketing plan through the lens of securities compliance for crowdfunding.

We also provide actionable advice to align your campaign with SEC rules and the latest guidance for Reg CF, Reg D, or Reg A+ offerings.

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Creative Development &  Targeting Strategy: High-performing video, static, and carousel ads (3–5 variations), A/B testing, keyword research, and precise targeting using Meta tools, retargeting, and lookalike audiences.

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Campaign Management & Optimization: Ongoing bid strategy (CBO, Advantage+), conversion tracking (Hyros, Meta CAPI), funnel refinement, and data-driven performance adjustments.

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Communication & Reporting: Weekly performance updates via Slack or email, monthly reporting dashboards, and regular check-in calls for strategy alignment and scaling opportunities.

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Document Preparation and Review

Our team works closely with you (and your securities attorney, if you have one) to prepare and review the critical documents your raise requires, such as:
Our Reg A+ setup services include:
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    Offering circulars

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    Investor disclosures

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    Terms of use

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    Subscription agreements

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    Privacy policies

Good legal documents don’t just check boxes — they communicate clearly and build trust. We’ll help you make sure they do both.

Crowdfunding Compliance Services Throughout Your Raise

The legal side of your offering doesn’t end when you hit “launch.” In fact, many of the most important compliance activities happen during the campaign itself.

We provide ongoing crowdfunding compliance services to monitor your investor communications, marketing, and reporting. We also help you track regulatory requirements and make timely filings where needed.

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Creative Development &  Targeting Strategy: High-performing video, static, and carousel ads (3–5 variations), A/B testing, keyword research, and precise targeting using Meta tools, retargeting, and lookalike audiences.

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Campaign Management & Optimization: Ongoing bid strategy (CBO, Advantage+), conversion tracking (Hyros, Meta CAPI), funnel refinement, and data-driven performance adjustments.

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Communication & Reporting: Weekly performance updates via Slack or email, monthly reporting dashboards, and regular check-in calls for strategy alignment and scaling opportunities.

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Training and Best Practices for Your Team

Your marketing team, investor relations staff, and company leadership all need to understand what is and isn’t allowed in the crowdfunding space. One misstep in public communications can create major problems.

We provide training and best practices sessions to ensure everyone on your team is aligned. Think of it as practical, usable equity crowdfunding compliance — not a legal lecture.

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Creative Development &  Targeting Strategy: High-performing video, static, and carousel ads (3–5 variations), A/B testing, keyword research, and precise targeting using Meta tools, retargeting, and lookalike audiences.

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Campaign Management & Optimization: Ongoing bid strategy (CBO, Advantage+), conversion tracking (Hyros, Meta CAPI), funnel refinement, and data-driven performance adjustments.

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Communication & Reporting: Weekly performance updates via Slack or email, monthly reporting dashboards, and regular check-in calls for strategy alignment and scaling opportunities.

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Post-Campaign Support

Your obligations to investors and regulators don’t stop once the raise ends. We stick with you to help manage post-campaign compliance, including:
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    Filing required reports and updates

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    Maintaining proper recordkeeping

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    Managing investor communications

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    Preparing for audits or regulatory reviews

In short, we help you close the loop and operate as a compliant company moving forward.

Why Work with Crowdfund.co for Legal & Compliance Support?

You have choices when it comes to crowdfunding legal services. Here’s why clients choose to work with Crowdfund.co:

Deep Equity Crowdfunding Expertise

We live and breathe equity crowdfunding. It’s not an afterthought or side service — it’s our core focus. We understand the specific nuances, opportunities, and risks of running a public raise. We know how to help founders navigate this space without losing sight of their larger business goals.

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Creative Development &  Targeting Strategy: High-performing video, static, and carousel ads (3–5 variations), A/B testing, keyword research, and precise targeting using Meta tools, retargeting, and lookalike audiences.

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Campaign Management & Optimization: Ongoing bid strategy (CBO, Advantage+), conversion tracking (Hyros, Meta CAPI), funnel refinement, and data-driven performance adjustments.

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Communication & Reporting: Weekly performance updates via Slack or email, monthly reporting dashboards, and regular check-in calls for strategy alignment and scaling opportunities.

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Collaborative Approach

We’re not here to replace your attorney. In fact, we love working alongside your existing legal counsel to provide specialized support for equity crowdfunding. We bridge the gap between legal theory and practical campaign execution.

If you don’t yet have legal counsel, we can also connect you with trusted securities attorneys who are experienced in crowdfunding legal services.

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Creative Development &  Targeting Strategy: High-performing video, static, and carousel ads (3–5 variations), A/B testing, keyword research, and precise targeting using Meta tools, retargeting, and lookalike audiences.

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Campaign Management & Optimization: Ongoing bid strategy (CBO, Advantage+), conversion tracking (Hyros, Meta CAPI), funnel refinement, and data-driven performance adjustments.

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Communication & Reporting: Weekly performance updates via Slack or email, monthly reporting dashboards, and regular check-in calls for strategy alignment and scaling opportunities.

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Hands-On Guidance, Not Just Templates

Too many services offer a one-size-fits-all legal document template and call it a day. That’s not our style.

Every company is different. Every raise has its own challenges and opportunities. Our legal and compliance support is tailored to your unique needs — with real people guiding you through the process every step of the way.

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Creative Development &  Targeting Strategy: High-performing video, static, and carousel ads (3–5 variations), A/B testing, keyword research, and precise targeting using Meta tools, retargeting, and lookalike audiences.

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Campaign Management & Optimization: Ongoing bid strategy (CBO, Advantage+), conversion tracking (Hyros, Meta CAPI), funnel refinement, and data-driven performance adjustments.

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Communication & Reporting: Weekly performance updates via Slack or email, monthly reporting dashboards, and regular check-in calls for strategy alignment and scaling opportunities.

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Compliance That Enables Success

At the end of the day, compliance isn’t about red tape. It’s about building a foundation for lasting success.

When you get legal and compliance right, you inspire investor trust, protect your company, and set yourself up for future raises and growth. We’re here to help you achieve that.

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Creative Development &  Targeting Strategy: High-performing video, static, and carousel ads (3–5 variations), A/B testing, keyword research, and precise targeting using Meta tools, retargeting, and lookalike audiences.

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Campaign Management & Optimization: Ongoing bid strategy (CBO, Advantage+), conversion tracking (Hyros, Meta CAPI), funnel refinement, and data-driven performance adjustments.

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Communication & Reporting: Weekly performance updates via Slack or email, monthly reporting dashboards, and regular check-in calls for strategy alignment and scaling opportunities.

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Ready to Launch Your Campaign? Let’s Talk.

If you’re planning to raise capital through equity crowdfunding, don’t leave legal and compliance to chance. Contact us today to learn how Crowdfund.co’s Legal & Compliance Support services can help you move forward with clarity and confidence.

The sooner we start, the sooner you’ll know your campaign is built on a solid legal foundation — and that’s one less thing to worry about as you take your next big step.
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✨ Top Features ✨

Expert Guidance to Confidently Launch and Scale Your Online Course

Many ambitious individuals and brands face challenges turning their knowledge into a profitable online course.

At Course Co., we simplify the process with our proven course creation framework.

We empower entrepreneurs, leaders, and experts to successfully launch courses that generate additional income, expand their global reach, and transform their expertise into a thriving business.

We handle everything from strategy to launch so you can focus on sharing your expertise and growing your business.

We specialize in helping creators succeed, while helping to:

  • Save time with a streamlined process.
  • Reduce stress with done-for-you services.
  • Increase revenue with proven launch strategies.

Let us help you turn your vision into a thriving course brand!

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Expert Course Strategy

Personalized planning and consulting to craft a winning course roadmap.

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Curriculum Design

Create engaging, results-driven course content and structure.

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Branding & Design

Stunning, user-friendly designs for course websites and branding.

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Funnel Building

Build high-converting sales funnels, from lead capture to course enrollment.

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Video Production

Professionally produced videos for lessons, ads, and promotional content.

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VSL and Ad Creation

High-impact video sales letters and ads to increase conversions.

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Marketing

Strategic plans for email, social media and content marketing to drive organic growth.

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Tech and LMS Setup

Seamless integration and setup of learning management systems and tools.

Launch A Profitable Online Course You’re Proud Of

Join over hundreds of entrepreneurs, coaches, authors and experts like you…

Won 2 Awards, 152,383+ Leads, 1M+ Views — "Their work truly represented the passion Teachable and I have for the creators that are saying yes to their passions, big ideas and sharing it with the world."

Jess Catorc
Teachable

$5M+ Lifetime Sales — "Seamlessly came into my team and helped with messaging and thinking through the story and pain points that my audience have."

Teri Ijeoma
Trade and Travel

$4M+ Sales, 260,000+ Views — Scaled her visibility and business to the next level — including messaging, scripting, production, editing and promo videos for the entire sales funnel.

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Culture Add Co.

$1M+ Profit — "It worked so well I ended up featured on Forbes. Dallin Nead and his team over at Course Supply is the only choice. My business will never be the same again."

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✨ Crowdfund Co. ✨

Effortlessly Launch Your Equity Crowdfunding Campaign

Partner with us to design, structure, and successfully launch your next equity crowdfunding campaign with Crowdfund.co! 

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✨ A La Carte Services ✨

Need Help with Just One Aspect of Your Course Launch?

Whether you're looking for full-service course creation or only need help with specific tasks, we've got you covered. From webinar creation and funnel building to video editing and copywriting, our a la carte pricing ensures you only pay for the services you need.

A successful course launch often requires all components to work seamlessly, but if you or your team can handle certain aspects, we offer individual services done completely for you with adjusted pricing.

Schedule a call with our team to customize your plan, or select your desired, individual service below to get started. Whether you go with our standard full-service monthly plan or a la carte, we're happy to help with a plan that fits your goals and budget.

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Browse our individual, a la carte course creation services.

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Creators everywhere are building success with Course Co.

Join a global community of course creators and businesses turning their expertise into profitable online courses.
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What would a successful online course mean to you?

After partnering with hundreds of clients across diverse industries, we’ve uncovered a shared aspiration among entrepreneurs: the desire to generate significant income while enjoying greater freedom, fulfillment, and impact.

In today’s crowded knowledge economy, where new courses are launched daily, standing out requires more than just recording a few videos and hoping for passive income.

At Course Co., we specialize in full done-for-you course creation services designed for serious course creators ready to invest in their success. Our proven process includes crafting a personalized launch strategy, producing professional-grade course and marketing content that drives demand, and scaling your results to achieve long-term business growth.

If you're ready to launch, grow and scale your knowledge business and make a real impact, we're here to help you every step of the way.
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Course Creation Services FAQs

What are Course Creation Services?

Course Creation Services are comprehensive, done-for-you solutions designed to take your expertise and transform it into a high-impact, revenue-generating online course.

‍At Course Co., we handle every step of the process—from validating your course idea and crafting a clear, compelling offer to building your content, branding your course, designing your sales funnel, and launching to a ready-to-buy audience.

Whether you're starting from scratch or scaling an existing offer, our expert team works alongside you to create a premium course product that’s not just beautiful—but built to convert.

Course Creation Services are for those who want to stop guessing, start scaling, and launch a course that delivers real results—without having to do it all themselves.

What’s included in Course Services?

Course Basic (8 Weeks)

Best for creators who just want a complete, high-quality course—without the marketing.

What’s Included:

  • 8 Weekly 1:1 Coaching Calls: Strategic support to guide you through each phase of development
  • Curriculum Design & Development
    • Course outline
    • Lesson scripting
    • Workbooks, PDFs, and quizzes
  • Branding & Graphic Design
    • Brand kit (colors, fonts, logos)
    • Presentation slides
    • PDF resources
    • Social teaser graphics
  • On-Site Video Production
    • 1-day on-site video shoot with live direction
    • All production expenses included (studio rental, equipment, crew, etc.)
  • Video Editing
    • 15–30 video lessons (under 12 min each)
    • 5 social media teaser videos
  • Tech Setup & LMS Build
    • Final delivery of fully packaged course content
    • Upload-ready and optimized for any course platform

Who it’s for:
Course creators who want a done-for-you content creation experience and plan to handle promotion themselves or with another team.

Course Growth (12 Weeks)

Best for creators ready to build, validate, and launch their course—minus ads.

Includes everything in Course Basic, plus:

  • 12 Weekly 1:1 Coaching Calls
  • On-Site Video Production
    • All production expenses covered (crew, studio, gear, insurance, travel)
  • VSL or Webinar Video
    • Strategy, scripting, and production of a compelling sales asset
  • Offer Creation & Validation Strategy
    • Create a high-converting offer document
    • Conduct market research
    • Validation outreach (DMs, emails, posts)
    • Collect pre-sales and testimonials
  • Audience Building Plan
    • Start 1 consistent platform or lead-gen activity (podcast, email, short-form video)
  • Email Marketing
    • 12 professionally written emails
    • Strategy + automation setup (CRM, Zapier, etc.)
  • Sales Funnel Copywriting & Design
    • Opt-in, sales, and checkout pages
    • Lead magnet copy
    • High-converting CTAs and storytelling
  • Organic Launch Campaign Kit
    • Validation posts
    • Cold outreach scripts
    • Lead magnet creation (PDF or checklist)
    • Launch content plan for social
    • Podcast guesting strategy (get booked on 2–4 shows)

Who it’s for:
Course creators who want to validate demand, generate buzz, and launch their course successfully—without relying on paid ads or daily content creation.

Course Pro (16 Weeks)

Best for established experts and brands who want a fully managed course creation and marketing experience.

Includes everything in Course Basic & Growth, plus:

  • 16 Weekly 1:1 Coaching Calls
  • Organic Social Media Management
    • Content calendar
    • 3–5 posts/week across up to 3 platforms
    • Copywriting, graphics, scheduling
    • Platform-specific strategies
  • Community Growth & Management
    • Setup and moderation of Facebook Group, Circle, or Kajabi Community
    • Engagement prompts and onboarding
  • Paid Media Management
    • Strategy, setup, and optimization of paid campaigns (Meta, YouTube, Google)
    • Campaign creative support (ad copy, video teasers, visuals)
  • Ongoing Funnel Optimization
    • Data-driven tweaks to headlines, CTAs, lead magnets, and emails
    • Retargeting and upsell implementation
  • Daily Engagement & Social Selling
    • Commenting, DMs, lead conversations
    • Conversion-focused content & call-to-actions

Who it’s for:
Coaches, consultants, and brands who want a full-service launch partner to execute the entire course creation and marketing strategy—from the first idea to high-ticket sales.

Need something simpler or ongoing?

We also offer Monthly Retainer Add-Ons:

  • Course Management: Ongoing support for your LMS, email automations, tech updates, and student community. Includes 1 strategy call per month.
  • Course Marketing: Organic content creation, email marketing, engagement systems, and lead generation across 2–3 platforms. Tiered options available.

Still not sure which package is right for you? Let’s talk. We’ll help match you with the right support based on your goals, audience, and vision.

How much should I expect to invest?

Our most popular packages range from $12,000 to $40,000.

Not ready for a full-service plan? Our $497 coaching program is a great place to start.

Who is responsible for the course content accuracy and brand voice?

While our team leads the content development process, the client or subject matter expert (SME) is the ultimate authority on the course material. Your involvement is essential to ensure accuracy, clarity, and alignment with your brand voice. We use AI tools to help organize ideas, structure curriculum, and generate initial drafts efficiently—but all content goes through a collaborative review and approval process with you.

It’s important to note that while scripting is available, we don’t recommend word-for-word teleprompter scripts for every creator. Often, the most engaging and authentic delivery comes from referencing detailed outlines or talking points, especially when you’re sharing your expertise naturally. Our goal is to support your voice—not replace it.

How long does it take to launch with Course Services?

The timeline depends on your course goals and the service plan you enroll with. Typically you'll be launched in 1-4 months with the option for ongoing support after 4 months.

Who is this service best for?

These services are ideal for course creators, coaches, consultants, and thought leaders who want a high-quality course and successful launch strategy. Whether you're starting from scratch or scaling an existing offer, there’s a package tailored to your needs.

What is the commitment for Course Services?

Course Creation Services are billed monthly but often provide custom payment plans based on specific business circumstances. Contact us to discuss your specific project needs.

  • Course Basic: 8 weeks
  • Course Growth: 12 weeks
  • Course Pro: 16 weeks

We follow a structured weekly roadmap with milestones and deliverables to ensure everything is built and launched on time.

We offer flexible payment options, including monthly plans and milestone-based payments. Pay-in-full clients also receive a discount. We’re happy to discuss the best option for your budget.

Is it possible for you to film all my content professionally on-site rather than virtually?

Certainly! Our standard service plan includes virtual production, but we also offer the option for on-site filming. For a one-time upgrade fee, we can professionally film your content at any city or studio location worldwide. Let us know if you'd like to explore this option further!

  • Course Basic includes a 1-day virtual recording session with live direction (studio rental optional).
  • Course Growth and Pro include full on-site video production, with crew, studio, and equipment all covered.

Do I need to have my course idea fully developed before we start?

Not at all! Part of our process is helping you validate your course idea through audience research, validation posts, and pre-sales. We’ll guide you from idea to launch—even if you’re starting from scratch.

What tools or platforms do you use?

We use a combination of Google Drive, Slack, Asana, Canva, and your preferred LMS (like GoHighLevel, Kajabi, Teachable, Thinkific, or any custom LMS platform). We adapt to your preferred tech stack and provide setup support as part of the package.

How do I get started?

Book a discovery call with our team to see which plan is the best fit for your goals. From there, we’ll walk you through onboarding and begin the roadmap to launching your course with clarity and confidence.

Your Equity Crowdfunding Team

All the experts you need for a successful online equity crowdfunding launch.

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Chief Legal Officer

Jason Powell

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Chief Technology Officer

Corey Engel

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CEO,HOLD.co

Nate Nead

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Chief Revenue Officer

Ryan Schwab

✨ Start Your Crowdfunding Campaign ✨

Get started now

We’ll help you save time, raise more capital, and avoid the stress of going it alone. From campaign strategy to investor engagement, Crowdfund.co is your partner in turning big visions into fully funded realities—minus the guesswork.

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