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✨ Software ✨

CRM & Communication Tools

In the world of equity crowdfunding, success doesn’t happen by accident. It’s built on trust, clear communication, and lasting relationships. Whether you’re running your first raise or managing a growing portfolio of investors, staying organized and responsive is key. That’s why Crowdfund.co offers purpose-built CRM & Communication Tools designed for today’s equity crowdfunding campaigns.

Forget clunky spreadsheets and scattered email threads. Our platform gives you everything you need to manage crowdfunding investors with confidence, clarity, and a personal touch. From first contact to final close, you’ll always know where things stand—and so will your investors.

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Course Creation Services to help you

Launch and Scale Your Online Course with Ease

Course Co.'s professional done-for-you course creation agency makes it easy to plan, create and launch your first or next online course, digital product and knowledge business.

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· DONE-FOR-YOU SERVICES

Why CRM & Communication Tools Matter in Crowdfunding

Most founders and issuers start out thinking the story and pitch deck will win the day. And yes, those matter. But here’s what really moves the needle once your campaign goes live: consistent, transparent communication.
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Investors want to feel informed and valued, not left in the dark. They also want fast answers to their questions and regular updates on progress. If you’re juggling dozens or even hundreds of potential investors, doing this well gets tricky—fast.
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That’s where the right CRM for equity crowdfunding makes all the difference. By giving you a central hub to track conversations, segment your contacts, automate follow-ups, and send professional updates, our tools help you keep every relationship warm and engaged.
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And engaged investors are the ones who fund.

All-in-One Investor CRM for Crowdfunding

The heart of our system is a powerful, intuitive investor CRM for crowdfunding. Think of it as your campaign command center. Here’s what you can do:
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    View each investor’s full history at a glance. See emails, notes, meeting records, investment stages, and more in one clean profile.

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    Track who’s opened your emails or clicked key links, helping you prioritize hot leads.

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    Automate personalized follow-ups so no one falls through the cracks, even during busy campaign periods.

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    Move investors smoothly through your funnel, from initial outreach to completed investment.

It’s like having an extra set of hands keeping everything organized behind the scenes—so you can focus on building relationships.

Communication Software Built for Crowdfunding

Of course, managing data is only half the battle. You also need to communicate effectively, at scale. Our communication software for crowdfunding is designed to help you do exactly that.

With our built-in crowdfunding communication tools, you can:
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    Send branded email newsletters with updates, success stories, or new campaign milestones.

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    Schedule targeted drip campaigns to nurture leads over time.

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    Automate transactional messages like welcome emails or investment confirmations.

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    Personalize messages with dynamic fields to create a more human connection.

And because our tools are part of your Crowdfund.co dashboard, everything stays tightly integrated. No exporting lists to clunky third-party systems or worrying about mismatched data. Just seamless communication that strengthens trust and keeps momentum high.

A Better Way to Manage Crowdfunding Investors

Managing investors isn’t just about logistics. It’s about delivering a great experience—one that builds loyalty and encourages repeat participation.

Our investor communication platform makes it easy to keep every investor in the loop. Whether you’re providing campaign updates, sending post-close reports, or announcing new opportunities, our tools help you look polished and professional.

Features include:
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    Custom-branded investor portals where backers can view updates, documents, and investment details.

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    Secure document storage and sharing to streamline compliance and transparency.

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    Automated alerts and reminders so investors never miss important milestones.

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    Integrated messaging to foster two-way communication.

In short, we help you manage crowdfunding investors with the same care and sophistication larger firms use—without the big-firm budget.
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CRM Tools That Scale With Your Campaigns

One of the hardest parts of running a successful raise is that things can change overnight. One day you’re chasing interest, the next you’re handling a surge of commitments and questions.
Our CRM tools for crowdfunding campaigns are built to scale with you. Whether you’re managing 50 investors or 5,000, the system adapts to handle the volume. And because everything is cloud-based, your team can access it from anywhere.
That flexibility becomes even more valuable as you launch additional campaigns or grow your community of investors over time. What starts as a tool for managing one raise can quickly evolve into the backbone of your broader investor relations strategy.

Designed for Equity Crowdfunding Success

Not all CRM tools are created equal. Generic sales CRMs often fall short when applied to the unique needs of equity crowdfunding. Our tools are different.
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Crowdfund.co’s equity crowdfunding CRM tools were purpose-built for this space, based on insights from thousands of campaigns. We understand how investor relationships evolve, what kind of reporting investors expect, and how to manage communications across a wide variety of stakeholders.
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You won’t be stuck trying to hack together a solution. You’ll be using tools designed from the ground up to help you succeed in equity crowdfunding.

Get Started With CRM & Communication Tools Today

The best part? Getting started is simple. When you run your raise on Crowdfund.co, you’ll have full access to our integrated crowdfunding CRM software and investor engagement tools for crowdfunding.

You can import your contacts, customize your messaging workflows, and start managing investor relationships right away. No extra software to buy, no complicated setup.

If you’re serious about running a successful campaign—and keeping investors engaged long after the raise—our CRM & Communication Tools give you the edge you need.

Ready to build stronger investor relationships and run a more professional crowdfunding campaign? Sign up with Crowdfund.co today and put these tools to work for you.
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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.

Danielle Leslie
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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Service Deliverable

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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PRO Service Deliverable

Paid Ad Campaign Management

Launch, manage, and scale profitable ad campaigns with expert strategy, creative execution, and ongoing optimization. From social media to YouTube, we handle every part of your paid marketing system—designed to drive leads, sales, and measurable ROI.

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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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✨ 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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Need talk with our team first to know which plan is best for you? 🚀

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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 Expert Equity Crowdfunding Team

All the experts you need for a successful equity crowdfunding campaign.

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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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