Investor
Readiness
CASE STUDY
Comprehensive strategic support
Backed by serial FinTech investors, Penfold’s top-rated app & in-house pension infrastructure manages over £25m in savings for over 10k customers.
Penfold came to us requiring comprehensive strategic support across all areas of their crowdfunding campaign with the remit of converting as many of their customers into investors as possible.
They were raising investment to accelerate growth & launch workplace pensions.
Having already engaged with a crowdfunding platform, the Penfold Team came to Raising Partners looking for comprehensive support in preparing for a campaign that had 3 key aims:
£3,099,999
Raised
760
Investors
£1,000,000
Target
Investor
Readiness
Crowdfunding
Management
Across the various crowdfunding assets, we crafted a video script and pitch page that incorporated the key investor messages together with important marketing language designed to engage with smaller, crowd investors. Crucially, we drafted and designed a brand new investor deck that contextualised the current, outdated pensions landscape and introduced Penfold as a disruptive, next-generation pension provider that works for absolutely everyone.
We also drafted and created a range of marketing assets including social graphics and investor communications aimed at encouraging Penfold customers to invest. We advised the team on key strategic decisions related to the campaign, managing the relationship with the crowdfunding platform throughout the entire process.
And once the campaign was live, together with the Penfold team, we took the lead on all investor queries, campaign updates and back-end requirements.
"Raising Partners were the ideal team to help us with our Crowdfund. We only had about 4 weeks until launch when we first spoke to them, but they worked very quickly to get up to speed with the business and make a plan to get us over the line. They did a great job on our key assets like the pitch deck, social posts, script for the video and warm up emails, and were hugely helpful in project managing our campaign and responding to investor questions when we launched. Their experience and conviction from having worked on many campaigns was a key asset in moving quickly at all times.
The crowdfund itself was a great success and Raising Partners played a key role in making that happen."
Chris Eastwood Co-Founder Penfold
