Nathan Rose

Director, Assemble Advisory

From the author of the bestselling book: Equity Crowdfunding: The Complete Guide For Startups And Growing Companies.

I offer education on equity crowdfunding through one-day workshops tailored to the needs of incubators, accelerators, business networks, co-working spaces, universities & education institutions, private businesses and policymakers.

Participants will make real progress in their equity crowdfunding understanding and will leave with a concrete strategy to take action towards their objectives.


Price: $1,497 + Travel Expenses

Session 1: Equity Crowdfunding Explained

  • Exactly how equity crowdfunding works - no prior knowledge assumed
  • The history behind crowdfunding and its potential for the future
  • Where equity crowdfunding fits in the life cycle of a company

Session 2: Your Objectives

  • Clarifying your objectives for equity crowdfunding
  • The advantages and disadvantages versus other funding methods
  • Reasons why (and why not) equity crowdfunding will be feasible

Session 3: Crowdfunding Platform Considerations

  • How to find a platform, and what a great one looks like
  • Why it's so important to pitch - before even speaking to investors
  • How to build an investment case, so the platform will say "yes"

Session 4: Crunching The Numbers

  • How to justify a reasonable valuation for your company
  • Setting an appropriate minimum investment amount
  • How much to ask for from each investor

Session 5: Gathering The Initial Investors

  • The importance of lead investors and how to secure them
  • Communicating effectively with your target audience
  • Preparing a pitch document for equity crowdfunding

Session 6: Marketing & Promotion Strategies

  • Promotion strategy - via digital marketing, direct outreach and others
  • How to setup the right incentives for investors
  • Launching with momentum to make success inevitable

Session 7: Running A Live Campaign

  • Setting up a timeline and action plan
  • Dealing with questions from would-be investors
  • What to do if things are going slower than expected

Session 8: After The Offer Has Closed

  • Obligations to the new investors
  • Post-campaign communication
  • Raising the next round of funding


When are you available to do a workshop?

Once you make an enquiry, we can find a mutually agreeable date. It is usually best to schedule at least one month in advance.

What is required from the audience?

A suitable venue, such as a meeting room or lecture theater. This workshop normally takes 4 hours of undisturbed time (including breaks), so make sure the chosen venue is appropriate.

To ensure the success of the workshop, make sure the company founders and key management are present so we can cover the topics effectively. To get the most out of the workshop, it will be best to be out of your day-to-day environment and free from distractions.

How long will the workshop take?

We can tailor the workshop to your needs. Around half a day, but can be shortened or lengthened as you see fit.

Will there be the chance for interested entrepreneurs to work with you more closely?

Yes! After the workshop is over, further one-on-one consulting is available. Read about that here.

What makes you different?

Thanks to my unique position as an international equity crowdfunding consultant, I have acquired a thorough knowledge of the current status of the global crowdfunding sector, best practices, and valuable insights for anyone interested in raising money or gaining a deeper understanding of the market. 

I have spent the last two years travelling the world, getting to know the global equity crowdfunding landscape, meeting the platforms and entrepreneurs at the forefront of the space, and discovering the real strategies that real companies have used to succeed.

I have appeared at crowdfunding conferences around the globe, including in Toronto, Amsterdam, London and Paris. I have spent time as an Expert In Residence at CrowdfundingHub, the European Expertise Centre for Alternative Finance and Community Finance. I am also a regular contributor to Crowdfund Insider, the world's most prominent crowdfunding news site.

And, as far as I know, I am the only crowdfunding coach in the world that takes a completely global view of equity crowdfunding. I've spent the time and money to seek out the very best strategies from around the world, so that you and your campaign can benefit.

Can you run a workshop for free?

No. Running workshops is my business. Because I value my time, all workshops that I run need to be paid for.

If a paid workshop is beyond your budget, I have created other products to help. I have published this book and created this online course.

Sounds great! How do we lock it in?

Once you make an enquiry, I will be in touch. Then we can answer any remaining questions by email or phone.