Crowdfunding Advisory
Advisory and preparation for projects considering authorised crowdfunding channels — framing the project, the audience and the operational discipline required before, during and after a campaign.
Our approach.
We advise founders, operators and asset owners considering regulated crowdfunding channels. Our contribution is upstream and preparatory: we frame the project, refine the offer narrative, coordinate with the selected authorised platform and prepare the internal discipline required to run a credible campaign and honour post-subscription obligations. The regulated offering itself, the reception of subscriptions and any related regulated services are carried out by the selected authorised platform and the relevant issuer or project vehicle under their own documentation and supervisory framework.
Crowdfunding is a regulated activity in the jurisdictions where it is offered. The credibility of a campaign depends on the readiness of the underlying project, the clarity of the offer, the quality of the materials and the alignment of the sponsor with the ongoing information obligations that follow subscription. We prepare each of these dimensions before the platform is engaged.
Our approach is affirmative on roles. We act as adviser and preparation lead; the selected authorised platform executes the regulated offering under its own supervisory perimeter; the relevant issuer or project vehicle carries the offer and the subsequent investor relationship. Each participant remains in its own regulated or operational capacity, and the sponsor knows exactly who does what before signing anything.
Our preparation covers offer framing, eligibility review with the sponsor and qualified legal counsel, platform selection and coordination, drafting of investor-facing materials in coherence with the platform’s regulated documentation, campaign preparation and, once subscription closes, the framing of a durable investor-relations rhythm.
- Founders and management teams preparing an equity or debt crowdfunding campaign.
- Real-estate and asset-owner sponsors evaluating crowdfunding for a defined project perimeter.
- Corporate groups exploring authorised participatory channels alongside traditional financing.
- Growth capital for a maturing company
A company with an operating track record wants to broaden its investor base while raising a defined amount of capital.
- Project-based real-estate fundraising
A real-estate sponsor wants to complete the equity or subordinated slice of a defined project through a regulated participatory channel.
- Community-oriented offer
An operator whose customer base is a natural investor community wants to align communication, offer and subsequent relationship on a single narrative.
- Scale
- Mid-market European campaigns preparing issuers for regulated crowdfunding platforms.
- Timing
- Typically several weeks of preparation, with delivery calibrated to the mandate and stakeholder review cycles.
- Geography
- European regulated-platform environments, primarily France, Italy and neighbouring EU jurisdictions.
- Offer framing and eligibility review.
- Selection and coordination of the authorised platform.
- Investor-facing materials aligned with the platform’s regulated documentation.
- Campaign narrative, calendar and internal readiness.
- Framing of a post-subscription investor-relations discipline.
- 01Diagnostic
We assess the fit between the project and the crowdfunding channel, the jurisdictional context and the appropriate target audience.
- 02Preparation
We refine the offer, prepare investor-facing materials and align the internal team with the disciplines required for the campaign.
- 03Platform coordination
We coordinate with the selected authorised platform on documentation, calendar and communication, respecting its regulated perimeter.
- 04Campaign
The regulated offer runs on the selected platform. We support the sponsor’s internal coordination and communication rhythm.
- 05Follow-through
We frame the ongoing investor-relations discipline expected after subscription and coordinate reporting rhythms with the sponsor.
- Prepared campaign
The offer opens on the platform when the project, the materials and the sponsor are ready — and only then.
- Clear role architecture
Sponsor, platform and adviser each remain in their own capacity, with a written understanding of who does what.
- Durable investor relationship
The post-subscription rhythm is designed together with the campaign and embedded from the start.
- Legal
Qualified external counsel confirms eligibility, reviews the offer documentation and validates the applicable regulatory framework.
- Platform
The selected authorised platform executes the regulated offer, receives subscriptions and provides the associated regulated services under its own perimeter.
- Communication
Communication is aligned with the offer documentation to preserve consistency between the campaign narrative and the regulated terms.
- Preparation-first
We treat crowdfunding as a demanding capital-markets exercise held to the same discipline as any institutional financing.
- Role clarity
Every stakeholder understands precisely what CGPH advises on and what the authorised platform is responsible for.
- Issuers seeking structured preparation for a regulated crowdfunding round.
- Companies with a coherent narrative, financials and legal readiness.
- Founders open to institutional-grade documentation standards.
- Issuers seeking direct public solicitation outside regulated platforms.
- Projects without a clear use of proceeds or milestone plan.
- Campaigns targeting jurisdictions where the format is not permitted.
- Regulated crowdfunding is subject to the applicable local rules, the selected platform’s terms and the offer documentation. CGPH Banque d’affaires acts as adviser and preparation lead.
- What is CGPH Banque d’affaires’ role in a crowdfunding transaction?
- We act as adviser and preparation lead. We frame the offer, coordinate with the selected authorised platform and prepare the sponsor for the campaign and its follow-through.
- Who receives the subscriptions and provides the regulated services?
- The selected authorised crowdfunding platform receives subscriptions and provides the regulated services within its own supervisory perimeter. The relevant issuer or project vehicle carries the offer.
- How is the platform selected?
- The selection reflects the offer type, the jurisdiction, the target audience and the operational fit with the sponsor. We test each of these criteria before formally engaging any platform.
- What happens after a successful campaign?
- The sponsor remains responsible for the ongoing investor information owed to the subscribers. We help frame that rhythm as part of the mandate.