How to Market Your Cleantech Company to Investors

May 21, 2025

Clean Energy Capital Raise: How to Market Your Cleantech Company to Investors Through Marketing Strategies

Launching a clean energy capital raise requires more than a great cleantech idea, it demands smart marketing to raise capital and capture investor interest. With the rise of regulations like Regulation Crowdfunding (Reg CF) and Regulation A+ (Reg A), retail investors can now invest in private clean energy companies.

This opens huge opportunities for cleantech startups to tap a broad audience, but also raises the question: how can you stand out and effectively market your offering?

In this guide, we’ll explore capital raising strategies and marketing best practices for engaging investors, including the role of digital crowdfunding platforms. These insights will help your cleantech company turn followers into funders and successfully close a green energy equity raise.

Renewable energy investment platform

Understanding Reg CF and Reg A for Cleantech Funding

Before diving into marketing tactics, it’s key to understand the fundraising pathways available to secure the necessary funds. Understanding these pathways is crucial for effectively managing your fund and ensuring financial stability:

  • Regulation Crowdfunding (Reg CF): Allows U.S. companies to raise up to $5 million from the public in a 12-month period. Startups can advertise their raise online and accept investments from both accredited and non-accredited investors. Companies must file a Form C with the SEC and provide basic financials and disclosures. Reg CF opens the door for retail investors to back your venture at an early stage.
  • Regulation A+ (Reg A): A “mini-IPO” exemption that lets companies raise up to $75 million per year from the crowd. It requires SEC qualification and periodic reporting, but in return allows you to market broadly and take investments from anyone, not just wealthy investors. Reg A has been praised for democratizing investment, giving everyday people a chance to invest in private companies before they go public.

Both Reg CF and Reg A enable general solicitation, meaning you can openly market your offering via social media, email, events, and more. This is a game-changer compared to traditional fundraising (like VC rounds), where advertising a private raise is restricted. With the legal ability to promote your equity offering, the onus is on you to execute an effective marketing plan.

Craft a Compelling Story and Vision

Successful capital raising strategies begin with storytelling. Investors – especially retail investors – are drawn to a compelling narrative. Make sure to clearly communicate:

Mission and Impact

Highlight the problem you solve and why it matters. Cleantech companies often tackle big challenges (climate change, clean water, renewable energy), so articulate your mission in human terms. For example, explain why you started the company and the positive impact you aim to create.

Clean energy capital raise

Highlight how your company is contributing to the energy transition by developing innovative clean energy solutions. Highlight the significant research efforts your company undertakes to develop these solutions. A captivating origin story or a bold vision for a greener future can inspire people to get on board.

Traction, Team, and Opportunity

  • Share any milestones, prototypes, or early successes to build credibility
  • Introduce your team’s expertise. People invest in people – a strong, passionate founding team can instill confidence
  • Clearly explain how investors could benefit without making any guarantees and staying compliant
  • outline the market opportunity and growth potential.

Relatable and Inspiring Story

You want potential investors to not only understand what your company does, but to feel excited about being part of it. Humanize the venture – show the faces and passion behind the technology. A genuine narrative helps build an emotional connection that can motivate someone to invest in your clean energy crowdfunding platform campaign.

Leverage Your Network and Early Backers

Cleantech venture

When first launching a raise, tap into your personal and professional network to attract individual investors. Reach out to friends, family, former colleagues, mentors – anyone who already believes in you or your mission.

These people are most likely to become your early investors. Their participation provides social proof and momentum. A campaign that shows progress (even a few thousand dollars from early supporters) is more attractive to strangers than one at $0.

Encourage your network to not only invest but also spread the word. Engage with key industry partners to amplify your message and reach a broader audience. Early backers can become ambassadors for your campaign, sharing it on their social media or referring others. This grassroots effort can help your raise “trend” and gain organic visibility.

Utilize Community Building

If you have a pre-existing community (subscribers, followers, beta users), engage them early. EnergyX turned over 7,000 members of their dedicated community into investors during their campaign. They invited their fans to become owners, which created a loyal investor base and generated buzz that attracted even more interest.

Build a Strong Online Presence

In today’s digital age, a robust online presence is your marketing foundation. When running a Reg CF or Reg A campaign, you’ll typically have an offering page on a platform. Driving traffic to that page is crucial. Key steps to strengthen your online presence include:

Dedicated Landing Page

Use your platform’s offering page or a custom site to present all vital information about your raise. Ensure that your dedicated landing page includes the following:

  • Well-Designed: it should be on-brand, and mobile-friendly
  • Optimized for Efficiency: this provides a seamless user experience to potential investors
  • Robust Digital Infrastructure: it needs to be able to handle high traffic
  • Easy to Use: you want a potential investor to easily learn about your company and click the invest button without friction

Social Media Marketing

Leverage social channels (LinkedIn, Twitter, Facebook, Instagram) to share updates and content about your campaign. Post consistently about your progress, company milestones, and media mentions.

Engaging content can include infographics on the problem you solve, founder Q&A videos, or employee spotlights. Announce your campaign across these channels since general solicitation is allowed. Encourage sharing by highlighting the “invest in our future” angle that resonates in cleantech.

Content and SEO

Produce blog posts, short articles, or infographics related to your cleantech field. This can drive organic traffic from people searching topics like green energy equity raise and lead them to your campaign. Participate in relevant online forums or communities (Reddit’s r/solar, cleantech LinkedIn groups, etc.) and provide insight without spamming.

Email Newsletters

Email is a powerful tool, and having such a powerful asset as a mailing list can help expand your reach to your community. Announce the offering to your subscribers and provide regular updates and personalize the message as much as possible. For instance, highlight how an investor’s support helps achieve a specific milestone and always include a clear call-to-action button or link to invest.

Sustainable energy fundraise

By establishing a multi-channel online presence, you create numerous touchpoints to attract retail investors to your campaign. Someone might see a Tweet, then later an article, then an email – that repetition builds familiarity and trust in your brand.

Engage with Your Target Audience Actively

Marketing is not just broadcasting messages – it’s a two-way conversation. Engaging with potential investors can build trust and enthusiasm:

  • Respond to Questions: Be active on the discussion section of your offering page to assess and respond to potential investors’ questions about your financials, product, or timeline. Answer promptly and transparently to show you’re attentive and accountable.
  • Host Webinars/Live Q&As: Boost investor confidence by having founders present the business and answer questions live; EnergyX, for example, attributed over $4.3 million in investments to their webinars.
  • Leverage Video Content: Create compelling pitch videos for your campaign page showcasing your tech, testimonials, or founders to effectively convey your message, drive engagement, and make a lasting impression.
  • Provide Updates & Milestones: Regularly share campaign progress (e.g., "100 investors reached!" or "Prototype v2 live!") to maintain excitement and encourage ongoing or new investment.

Active engagement turns your investors into a community. The goal is to make each investor feel like a valued part of your company’s journey. This not only helps in the current raise but also lays the groundwork for a loyal investor network you can tap into for future raises or product launches.

Utilize PR and Media Outreach for Amplification

Don’t underestimate the power of traditional media and press coverage as part of your marketing mix. A positive article in a known publication or a shoutout from an influencer can dramatically widen your reach:

Press Releases

Prepare a press release about your campaign launch or a significant milestone (e.g., hitting a funding target, partnership news, completion of a major project). Highlight how your clean energy solutions contribute to reliable electricity for communities.

Distribute it via newswire services and directly to journalists who cover startups, tech, or clean energy. Even local news outlets might be interested in the story of a hometown cleantech startup raising money from the public.

Media Pitches

Identify and reach out to journalists or bloggers who have written about similar topics (crowdfunding, climate tech, renewable energy). Craft a short pitch explaining why your company is noteworthy and mention the crowdfunding aspect as a democratic finance angle. Any media coverage you earn can be shared on your campaign page and social feeds as a credibility booster.

Leverage Niche Media and Podcasts

Cleantech funding

The cleantech sector has specialized podcasts, YouTube channels, and newsletters. Appear as a guest on podcasts or webinars to talk about your technology and subtly mention your raise. Likewise, if there are YouTubers covering eco-tech or EVs, see if you can collaborate on a video. These media engagements can attract enthusiast investors who closely follow industry developments.

Getting media attention isn’t guaranteed, but even small wins can create a ripple effect. A blog post or a podcast appearance can cumulatively drive more investors to check out your offering.

Strategic PR can generate buzz that sets your campaign apart in a crowded marketplace. The more visibility you gain, the more potential investors you reach.

Leverage Digital Platforms and Tools

Modern online fundraising platforms come equipped with tools and resources to help you market and manage your raise more efficiently. It’s important to take full advantage of these:

  • Investor CRM Systems: Utilize CRM to track leads and shareholders, sending targeted communications to nurture relationships for long-term support.
  • Analytics & Data-Driven Marketing: Track all campaign metrics (views, opens, conversions) with tools like Google Analytics or platform dashboards to optimize strategy, budget, and messaging, as Miso Robotics did to increase average investment size by 68%.
  • Automated Communications: Set up automated email workflows (welcome emails, thank-yous) for timely, consistent, yet personal and on-brand engagement with new leads and investors.
  • Reservation Campaigns: Use platforms like DealMaker to run non-binding "reservation" campaigns before a live raise to gauge investor interest, build momentum, and create a pool of committed leads for a confident launch.

By utilizing these digital tools and platforms, you streamline the fundraising process. You’ll spend less time on administrative tasks and more on actually connecting with your audience. Moreover, the professionalism of a good platform can improve the investor experience – for example, a seamless mobile-friendly checkout flow can reduce drop-offs and turn more interested visitors into actual investors.

Keep Compliance and Transparency in Mind

While marketing your offering, remember that securities laws still apply. Make sure all your communications are compliant:

  • Don’t Hype or Mislead: Be optimistic but avoid exaggerated claims. Never guarantee returns or make statements that aren’t backed by your filings. It’s better to let third-party facts speak for you (e.g., cite market growth rates, or mention a partnership) than to over-promise.
  • Include Disclaimers: Ensure that wherever you promote, you include required disclaimers and direct people to your offering’s official page for full details. Additionally, provide detailed information about your company’s assets to give a clear picture of financial health and project viability. Ensure you mention any available tax credits that can benefit investors as part of your financial disclosures.
  • Stay Aligned with Platform Rules: Funding platforms often have specific guidelines for what you can/can’t say in public. For instance, some might restrict discussing the offering’s terms (like share price or valuation) outside of the official page. Familiarize yourself with these rules to avoid any hiccups.

Being transparent and honest builds trust with investors. Retail investors know cleantech ventures come with risks; acknowledging that while also sharing your excitement and vision demonstrates credibility. Always aim to educate your potential investors, not just persuade them.

Converting Interest into Investment

Ultimately, the goal of all these marketing efforts is to convert interested individuals into investors in your cleantech company. Here are a few conversion strategies to maximize results:

Dealmaker Style Strategy Cards

Clear Calls to Action (CTA)

In every communication, include a clear invitation to invest. Highlight unique opportunities and make the CTA prominent. Remove friction between interest and investment.

“Join our mission – become an investor in [YourCompany] today” with the link.

Limited-Time Incentives

Consider offering early-bird perks (bonus shares, swag) if compliant (e.g., Reg CF/Reg A rules). This creates urgency to act sooner.

Highlight Social Proof

Showcase campaign momentum (number of investors, goal percentage). This builds confidence as people tend to follow the crowd.

“Over 500 investors have joined us, raising 80% of our goal!”

Maintain Communication

Gently remind those who showed interest but haven't invested. Use CRM data. Answering concerns or showing progress can convert prospects.

“We noticed you checked out our offering. Here’s a quick FAQ or recent update...”

Closing Push

Ramp up communications as the deadline nears. Clearly state the last day/hours to invest. Use FOMO ethically by emphasizing the opportunity.

24 hours left to invest in our green future!”

The Role of Online Platforms like DealMaker

Choosing the right digital capital platform for your raise is a strategic decision. Platforms such as DealMaker specialize in hosting online funding campaigns and providing tech tools to execute the strategies discussed above.

Clean energy crowdfund platform

Here’s how online investment platforms can play a pivotal role in your crowdfunding success:

  • Integrated Campaign Management: All-in-one solution for payments, compliance (SEC filings, accreditation), investment processing, and investor ledgers, allowing you to focus on marketing while an investment manager can help with complexities.
  • Custom Branding: Maintain your company’s branding throughout the investment process with DealMaker’s white-label approach, reinforcing your story, professionalism, and potentially improving trust and conversions.
  • Analytics Dashboard: Utilize data insights to guide marketing decisions by tracking investor behavior and optimizing ad spend for responsive audiences.
  • Investor Relations Tools: Leverage integrated tools like DealMaker’s CRM and DealMaker Engage to communicate with investors, nurture leads, and manage relationships efficiently in one place.
  • Compliance and Security: Rely on established platforms for secure transaction processing, escrow management, and adherence to regulations, providing peace of mind and legal guardrails for your marketing efforts.

In short, an online capital raising platform is more than just a website to list your offering – it’s a toolkit for executing a successful raise.

Turning Cleantech Enthusiasm into Investment

Marketing your cleantech company to investors is about connecting the dots between passion, product, and profit. You have to inspire everyday people about your vision for a sustainable future, educate them on the opportunity, and build enough trust that they feel inspired to become a part of it. By crafting a resonant story, aggressively leveraging digital marketing channels, engaging with transparency, and using the right tools, you can execute a successful clean energy capital raise.

Green energy equity raise

The cleantech sector has a natural allure – many individuals want to see breakthroughs in energy and environmental technology. By tapping into that enthusiasm and following the strategies outlined above, you can attract a diverse crowd of investors to fuel your journey.

Raising capital online is not an “if you build it, they will come” scenario, you must be proactive and strategic. The payoff is more than just funding; you’re also building a community of supporters around your mission.

These investors can become long-term advocates, customers, and champions for your cleantech brand. That dual benefit of capital and community is the real power of marketing your offering effectively.

Embark on your campaign with creativity and determination. Use the outlined capital raising strategies to maximize your reach. Remember, with online platforms like DealMaker and a vibrant investor community excited about clean technology, you have an unprecedented opportunity to crowdfund the future of green innovation.

By following these strategies, you can play a crucial role in advancing clean energy technologies and attracting a diverse crowd of investors. Similarly, by supporting clean energy projects, you contribute to a sustainable future.

Monogram Case Study - DealMaker (Embed)

When VCs said no, Monogram turned to retail investors. That decision powered their rise from startup to publicly traded company—and even helped them raise an additional $13M privately after their Nasdaq debut.

Monogram at NASDAQ celebration

The Challenge: Raising Capital on Their Terms

The Challenge: Raising on Their Terms

Monogram Technologies was founded with a bold vision: to revolutionize orthopedic surgery with a robotic joint replacement system using custom 3D-printed joints. The market for this technology is massive—approximately $19.6 billion, with over 1 million knee replacements per year. But it's a capital-intensive, regulation-heavy space—and traditional VCs weren't biting.

Instead of compromising, co-founders Dr. Doug Unis and Ben Sexson went all-in on a different path: retail capital. Why?

  • Control and ownership: Not only were they able to raise the capital they needed to grow the business—they did it on their own terms.
  • Long-term asset: They wanted to build an army of true believers who wanted to see the company succeed and would continue to reinvest over the years.
  • A value-add network: Raising from retail allowed Monogram to amass a waiting list of thousands of patients eager to participate in future trials.
  • Aligned incentives: Their mission to improve patient outcomes and build a better future for those struggling with joint pain resonated with retail investors.

The Power of Retail: Monogram's Capital Journey

Start Date End Date Type Platform Amount Raised # Investors
3/13/193/31/20A+SeedInvest$14,588,6686,000
11/16/201/16/21A+StartEngine$2,965,5018,000
1/17/212/18/22A+StartEngine$23,647,85314,082
7/15/223/16/23CFDealMaker$4,673,0002,249
3/1/234/8/23A+Republic$232,275120
3/1/235/23/23A+DealMaker$15,958,3645,198
5/18/23-Nasdaq listing
7/2410/24Unit OfferingDealMaker$12,990,1032,745

Monogram Capital Raise Timeline

Monogram's first direct-to-investor raise was a $14.6M round in 2019. Since then, Monogram has raised retail capital six additional times, using Reg A+ as a springboard to a Nasdaq listing in 2023.

Each raise brought in new believers—and more importantly, kept bringing them back. That's the long-term power of retail capital. It's not just one campaign—it's a compounding asset that grows with the business.

$80M+
Raised across seven campaigns
~40,000
Investors championing Monogram's vision
20%
Of each raise came from previous investors

Marketing Excellence

DealMaker Reach provided strategic investor acquisition services, helping Monogram connect with the right audience through high-impact channels.

Premium Publications

Targeted campaigns in premium publications like Morning Brew captured qualified investors

High-Engagement Webinars

Engaging events that generated over $4.3 million in investments

Community Building

Strategic approaches that fostered a loyal shareholder base

Investment Momentum

Innovative approaches that amplified investment momentum

Monogram's Journey to Success

Monogram's journey has been defined by relentless innovation, strategic fundraising, and breakthrough advancements in robotic-assisted joint replacement. From early-stage research to a Nasdaq listing and beyond, Monogram's milestones reflect its evolution into a pioneering force in orthopedic surgery:

  • Filed its first patent application in 2017
  • Conducted clinical studies at UCLA and University of Nebraska
  • Expanded the team with key hires
  • Attracted a top-tier advisory board to guide clinical innovations
  • Signed their first distribution partnerships
  • Made headlines with cutting-edge live demonstrations
  • Secured 501(k) FDA clearance for the mBôs surgical system

Nasdaq Debut & Beyond

In May 2023, Monogram Orthopaedics successfully listed on the Nasdaq—a significant milestone offering liquidity and growth opportunities for the company.

For most companies, that would be the end of their story in the private markets. But for Monogram, it was just the beginning of a new chapter.

Public perception says you can't raise privately post-IPO. Monogram proved that wrong.

Defying conventional fundraising norms, Monogram raised an additional $13 million from private investors, powered by DealMaker. This move highlighted the power of a dedicated investor community and provided additional strategic growth capital. Meanwhile, strategic digital marketing for the private offering helped boost the public share price—a win-win for the company and its investors, both public and private.

This was retail capital at its best: strategic, repeatable, and aligned.

One vision. Zero compromises.

This wasn't a one-time raise. It was a multi-year capital strategy.

Retail capital helped Monogram:

  • Go from concept to commercialization without relying on VCs
  • Retain ownership and control in a high-burn industry
  • Build a base of loyal shareholders who invested not once, but over and over again
  • Uplist to the Nasdaq, and still keep raising post-IPO

This is what makes retail capital different. It doesn't expire—it compounds. And DealMaker is built to maximize that long-term value.

Dr. Doug Unis Quote
Ben Sexson Quote

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