Virtual Financial Road Shows Talk to the Crowd

By Lauren Leibowitz, CrowdFundBeat Guest Contributor, Principal at 1st BridgeHouse Securities, LLC,

We’re in a world where startups are emerging from zero finance and are managing to raise enough capital before their prospected timeline. Since the signing of the JOBS Act in 2012, certain types of private investment transactions now can be generally solicited using a new exemption known as Reg D 506c. Claiming this exemption in your private placement can allow an offering to be solicited on the Internet. The ability to leverage technology in the solicitation process opens the marketing

capabilities for private issuers raising capital publicly. Thanks to enhanced connectivity and resources offered by the internet and allowed by the JOBS ACTS, you can now maintain regular contact with prospect investors and buyers of securities across various traditional and digital channels.


Virtual Road Shows

Traditionally, financial road shows are expensive as well as time-consuming considering planning and travelling.  For private placement offerings management and brokers had to conduct private meetings and presentations with prospect investors. Since the passing of the JOBS Act, online solicitation and capital investment through Crowd finance portals has become widely accessible. This allows your business to create virtual road shows that leverage on crowd finance platforms and available technology to reach more prospects investors quickly and effectively which also being cost-effective.

Virtual road shows can help your business capture the attention of a wider audience to increase potential investment. At the same time, they don’t require as much time and money as traditional road shows. There are various tools you can use to host an effective virtual road show.

Tips To Conduct An Effective 21st Century Virtual Road Show


Social networking allows you to grow and engage your road show prospects beyond traditional boundaries. For instance, you can use YouTube, LinkedIn, and Twitter to create virtual events and promote them with regular posts and content. You can use Skype, Google+ Hangouts, or YouTube Live events, to hold virtual conferences with potential investors to give them a more detailed look into what your business plans to achieve. Online video conferences allow you to host road show event(s) conveniently without spending significant resources and even record them for future viewing.


It’s rather counterproductive to not include digital marketing and tools within your road show. Through ad placements on premier enterprise networks like Forbes and Business Insider and on social media, you can spread the message to your targeted market well before the event(s). You can also, for instance, use LinkedIn to create an event for the road show and invite potential investors and thought leaders in your industry to join. You can also use crowd finance platforms for road shows by building a campaign on a specific platform. This allows you to raise capital from a larger pool of potential investors that you can pitch with online marketing efforts.

Be responsive to feedback and questions as you articulate your event. Responding to inquiries by potential investors can boost attendance at event with fairly low investment.


The essential goal of a presentation is to deliver the subject matter in a comprehensive forum. It is imperative for the speakers of your virtual road shows to prepare for typical questions. That will come from the audience. All information presented needs to be fair and balanced. Virtual road shows can be the first time the management is talking publicly to a diverse audience of investors, including individual and institutions at the same time.

There are online enterprise tools can allow you to plan for and manage your road shows and conferences more effectively. For instance, Trello allows you to create projects, assign tasks to individuals, insert key notes, and create a virtual work space for your project. Popplet, on the other hand, allows you to create a road show map where you can create entries for events, conferences, and other activities for potential investors. Both enterprise platforms are free to join and you can always upgrade them. Similarly, there are various enterprise tools that can help you plan your road show to perfection.


When communicating with prospect investors make sure to have clear and precise presentation and answers that support the goal of the roadshow. Your ultimate goal is to raise capital and show the growth and vision on your company.  With the ability of conducting and recording multiple virtual road shows it’s possible to schedule road shows that cover specific topics.


Since technology is incorporated in almost all aspects of our daily life, our eyes and ears are keen into what is acceptable and presentable. Having a clear visual and audio connection along with appropriate cinematography and a backdrop are simple but necessary details that are imperative to make your presentation professional. This helps to ensure the first impression of your company to prospect investors is a great one!

For additional financial road show information and tips check out, Simple Tips for a Successful Financial Road Show.


As you can see, there are various ways through which you can create, promote, and eventually host your road shows online. While virtual trade shows can never replace traditional road shows, they are however, highly effective in raising capital through various sources.

Virtual road shows are definitely one solution to raise capital investment with a small budget in today’s virtual world. However, let’s not forget that the regulations mandated by the SEC and FINRA are in effect and monitor the legitimacy of roads shows over the Internet too. Nevertheless, if you have a great business plan for growth with supporting financials and have a comprehensive road show aligned with your marketing strategies, there is no reason why you would have a hard time with attracting potential investors.

Lauren LeibowitzPrincipal at 1st BridgeHouse Securities, LLC,

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