The Intermediary Services Agreement was updated on 1 April 2026. Two new clauses apply to all partners: Section 7.1 (platform listing discretion) and a listing fees clause. Review the changes →
Five steps from initial borrower conversation to active campaign. Each step shows who is responsible.
Work out the campaign details
Agree on loan amount, interest rate, term, and repayment structure. Gather supporting documents: impact materials, cash flow projections, images.
Download loan detail worksheet ↓Submit the loan setup form
Submit at least 2 weeks before your target launch. We handle KYC, legal entity checks, borrower services agreement, platform onboarding, and issue the listing fee invoice.
Go to loan setup form →Build the campaign on the platform
Complete campaign details, upload assets, preview the public listing. Submit for approval at least 7 days before launch. We finalise and approve together. Once approved you cannot edit the campaign — email us for any changes.
Watch the platform walkthrough video →Launch and promote to our lender network
We share your public campaign page, create Q&A social and email content, notify all signed lenders, host and record the live Q&A, add the recording to your campaign page, and manage lender onboarding and subscription collection. You can track progress live on the platform.
View borrower lending agreement ↓Actively promote your campaign
Crowdfunding is not passive. Reach out to your existing network and engage new supporters connected to the impact theme. Your involvement, and your borrower's, is the single biggest driver of campaign success.
Go to crowdfunding resources page →