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If you’ve been thinking of starting a Reg D Offering but need guidance, we’re here to help you with the marketing plan options. The entire process can take just a few weeks, but it can also take much longer. The timeline depends on a few things through the Reg D Offering timeline. The following steps will take you from the idea, to the creation of the fund, to the capital raise process.

Decide on a Funding Method

Consider which funding method is the best fit for your business. Depending on your legal team this could take some time. If you already know that a Reg D Offering is preferred, a broker-dealer is not required unless you choose to involve one. You can use a company like Regulation D Resources.

Select a Marketing Plan and Agency

Select your marketing agency to manage the marketing campaign. The process of compiling and producing videos, press releases, graphics, advertising, and social media efforts can take two weeks to several months, depending on what has been completed in the past and if you’ve worked with the marketing agency before.

Form D Filed

Start working with the legal team or legal service to complete the SEC (Securities and Exchange Commission). The form completion is generally painless and can be done in a day or two if all signers are available. The Form D Notice must be filed no later than 15 days after the first sale of securities in the offer.

Choose or Build Your Investment Platform

There are many different options available when it comes to allowing investors to create an account, login to see documents and actually sign documents. Do your research and figure out which platform best fits your needs, or reach out to us and we can give you a few recommendations on where to start.


The launch of the Reg D Offering officially goes live. The documents are filed and investors can begin to purchase units.

After launch, your next steps are to continue the marketing campaign, conferring with legal as needed to ensure investors are accredited (if needed for your type of Reg D). The marketing can continue until you have raised the level of funds necessary, or potentially more; however, follow your legal team’s advice on this aspect.  

Not sure where to start? Give us a call or shoot us an email and we can point you in the right direction.


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