Start with fit
Check the business model, company jurisdiction, security or reward type, stage and target size the platform supports. Ask whether it serves as an intermediary, a technology provider, a marketing service or a combination through different entities. Platform brand recognition is not the same thing as acceptance of your company.
Get the total fee picture
Request setup fees, success fees, payment charges, equity compensation, legal and accounting exclusions, ongoing administration and cancellation terms in writing. Ask what happens if you do not reach the target, switch providers or close in stages. Use the same assumptions when comparing proposals; otherwise the lowest headline percentage may be misleading.
Test the operating relationship
Ask who owns your campaign timetable, reviews content, answers investor questions and helps resolve onboarding issues. Confirm access to investor data, reporting exports, integration capabilities and support after the raise. Clarify who controls updates to the offering page and how material changes are reviewed.
Bring evidence of your audience
Ask the platform how it expects you to generate demand and what distribution it actually commits to. Do not assume a listing produces investment. Seek relevant examples without treating selected successful campaigns as typical outcomes. Use our comparison tool to shortlist providers, then validate current terms directly.
Put it into practice
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General education, not individualized investment, legal or tax advice. Rules, eligibility and product terms can change. Confirm the requirements for your company with qualified professionals.