META ADS ONBOARDING FORM

Welcome! This form is designed to gather all the essential information we need to successfully launch your Meta (Facebook/Instagram) ad campaign to attract accredited investors for your oil & gas capital raise.

By completing this intake, you’ll help us build a fully compliant, high-converting funnel tailored to your raise goals, investor profile, and offering structure. Please answer each question as accurately as possible. The more detail you provide, the more effective your campaign will be.

Capital Raise Info

How much capital are you raising currently?

What’s the minimum amount required to invest?

Offering Overview

Briefly describe the investment opportunity you're promoting.

What makes your drilling program or deal attractive to investors?

Highlight what sets your offer apart — whether it's asset quality, operational strength, financial terms, or strategic positioning.

What past results or return expectations should we include in your ads?

Share any historical performance, modeled returns, or KPIs that build credibility with prospective investors.

Which tax benefits can investors expect?

IDC Deductions

Tangible Drilling Cost Depreciation

Percentage Depletion

Other (please specify)

Other Tax Advantage (please specify)

Is there anything else you'd like us to include or emphasize in your investor-facing campaign?

Additional Highlights (Optional)

Target Investor Profile

Do you have a list of previous investors or leads we can use to build lookalike audiences?

Yes

If yes, you can upload the list below. The file should include at least 1,000 valid email addresses. Including names or phone numbers is optional but can improve match quality.

Have you previously raised capital from outside investors?

Yes

If yes, briefly describe your capital raise history (e.g., how much raised, investor type, channels used).

Assets

Which of the following assets do you currently have?

If “Other,” please describe:

Would you like us to send your pitch deck automatically once a lead comes in?

Yes

If yes, kindly send us the PDF file, and we’ll integrate it into your workflow.

Upload Relevant Files

Max 250MB — PDF, JPG, DOCX, MP4, etc.

Google Drive or Shared Link(s)

For large assets or videos — please ensure link sharing is set to "Anyone with the link can edit."

You may also email your assets to [email protected] or upload via Google Drive and paste the share link above.

Final Details

Company Website

Legal Entity or Operating Company Name

Main Point of Contact for This Campaign

This will be our go-to contact for approvals, questions, and updates.

Email Address

Would you like a business phone number registered for investor outreach or CRM use?

Yes

EIN / Tax ID

If you want a phone number registered for your business, providing your EIN speeds A2P approval and helps prevent carrier blocking or suspension of SMS. We use it only to register the number with carriers.

Additional Team Members to Grant Access

Full Name + Email
Full Name + Email
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