Connect Google Tag Manager to Your Raise

Connect a GTM container and Highlander fires five standard events across the investor checkout flow, so you can power retargeting, conversion tracking, and ad optimization on any platform that supports GTM.

Chandler KlineUpdated July 20267 min read

Short answer

When you connect Google Tag Manager to your raise page, Highlander automatically fires five standard events as investors move through checkout. You just paste your GTM Container ID in Raise Settings. No code, no manual event setup. Use the events for retargeting, conversion tracking, and value-based ad optimization on Google, Meta, and beyond.

How to connect

1

Open Raise Settings

In your dashboard, find the Connect GTM Code panel.

2

Paste your GTM Container ID

Format GTM-XXXXXXX, 6 to 8 characters.

3

Click Update GTM Code

Once connected, all five events fire automatically. There is nothing else to configure.

Highlander settings panel for connecting a Google Tag Manager container ID

New to GTM? Start with our plain-English GTM primer.

The five events Highlander fires

Raise Page View

view_content

Data sent

raise_id, raise_name, category (if set), UTM parameters (if in the URL).

What you can do

Retargeting audiences, top-of-funnel measurement, and source attribution.

Start Checkout

start_checkout

Data sent

raise_id, value (amount entered), currency, user_type (new vs returning, when available).

What you can do

Your strongest intent signal; powers value-based targeting.

Lead

lead

Data sent

Hashed identifiers for identity matching (see data handling below).

What you can do

Lookalike audiences and attribution via Google Enhanced Conversions and Meta Advanced Matching.

Agreement Signed

sign_agreement

Data sent

raise_id, value (when available), hashed identifiers (same rules as Lead).

What you can do

High-intent signal, and the fallback conversion for ACH and wire, where final payment can take days.

Investment Funded

purchase

Data sent

raise_id, value (actual funded amount), currency, hashed identifiers (recommended).

What you can do

The definitive conversion event; use it for ROAS measurement and value-based bidding.

How ad platforms use these events

Ad platforms (Google, Meta, and others) use events in a defined priority order. Your primary goal is funded investments, but earlier events give the algorithms the volume and signals they need to train, especially when a raise is early or has limited conversion data.

1

purchase

Primary

The event you’re ultimately optimizing for.

2

sign_agreement

Fallback

Secondary conversion for delayed-payment methods.

3

start_checkout

Intent

Helps algorithms model likely investors.

4

lead

Matching

Data volume and identity matching for attribution and lookalikes.

5

view_content

Audience

Audience building, not direct optimization.

Data handling and privacy

Identifiers are passed hashed only. Highlander handles the hashing automatically; you do not configure it, and raw values never reach your ad accounts, third-party tools, or Tag Manager itself.

Can be passed (hashed only)

Email

First name

Last name

Phone (if collected)

City

State

Zip

Country

Must never be passed

Raw (unhashed) email or name

SSN or Tax ID

Date of birth

Accreditation status

KYC or identity-verification results

What you can and cannot add to your container

Your container operates inside investor flows with personal and financial data, so keep it to measurement and optimization only.

Permitted

Ad-platform conversion tags (Google Ads, Meta Pixel, LinkedIn Insight)

Analytics for your own campaign measurement (e.g., GA4)

Retargeting and audience-building pixels tied to your raise

Consent-management tags

Prohibited

Session recording and screen capture (Hotjar, FullStory, Microsoft Clarity)

Data-broker and identity-syndication tags

Off-purpose data collection

Any tag unrelated to measuring and optimizing your raise

Quick reference

You’re set up to track the full investor journey, from first page view through funded investment. Connect your GTM container in the Raise Settings panel. Once connected, all five events fire automatically. No additional configuration is required to start receiving event data in your ad accounts.

Frequently asked questions

Where do I get a GTM Container ID?

In your Google Tag Manager workspace. See our GTM primer for the full walkthrough.

Do I need to install any code?

No. Just paste the Container ID in Raise Settings and Highlander installs the container for you.

When do events start firing?

Immediately after you connect your container.

Which pixels can I add?

Ad-platform conversion, analytics, retargeting, and consent tags. See the permitted and prohibited lists above.

Is investor personal data safe?

Yes. Identifiers are hashed automatically, and raw values never reach your ad accounts or Tag Manager.

Key takeaways

  • Paste your Container ID in Raise Settings; that’s the whole setup.

  • Five events fire automatically: view_content, start_checkout, lead, sign_agreement, purchase.

  • Identifiers are hashed automatically.

  • Keep your container to permitted ad and analytics tags only.

Keep reading

You've finished Product guides. Next: Cap Table & Ownership

See all tracks
Track 02 · Ownership · 5 lessonsCap Table & OwnershipStart here to manage equity and records.
  1. 01What Is a Cap Table?
  2. 02Cap Tables and Transfer Agents: A Founder’s Guide
  3. 03Cap Table Management for Crowdfunded Companies
  4. 04Reg CF and the 12(g) Rule: Why Your Raise Needs a Transfer Agent
  5. 05Running a Reg CF Raise With a Built-In Transfer Agent
Start with lesson 1 →

Related

Ready to get started?

Investors can explore live raises today. Founders can bring their own community onto the cap table.

Risk Disclaimer

WHEN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING. THIS INCLUDES ANALYZING THE MERITS AND RISKS INVOLVED WITH INVESTING IN THE OFFERING. INVESTMENTS ON HIGHLANDER AI ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK. THIS RISK INCLUDES THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. INVESTMENTS ARE NOT INSURED BY THE FDIC, SIPC, OR ANY OTHER GOVERNMENT AGENCY AND MAY BE LONG-TERM OR NON-TRANSFERABLE.


Important Information
Unless otherwise stated, all securities-related activity is conducted by PicMii Crowdfunding (d/b/a Highlander Crowdfunding), a funding portal registered here with the U.S. Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). Highlander Crowdfunding is not a registered broker-dealer, and all escrow services are handled by Enterprise Bank and Trust and Luminate Bank, registered escrow agents.

Transfer agent services are provided by Highlander Fortress, LLC, a separate legal entity from Highlander Crowdfunding. Highlander Fortress does not participate in securities offerings and does not provide investment, legal, or tax advice.

Highlander Crowdfunding is compensated with an up-front fee and a percentage of funds raised in each offering. Fees vary between offerings, and investors should review the applicable Form C on each offering page for full fee disclosures.

Regulation Crowdfunding offerings (JOBS Act Title III) made through Highlander Crowdfunding are open to both accredited and non-accredited investors. These securities offerings are not reviewed, approved, or recommended by any federal or state securities commission or regulatory authority. Highlander Crowdfunding does not provide investment advice and does not verify the adequacy, accuracy, or completeness of information provided by the issuer. Investors should be aware that no level of due diligence beyond what is required by law is performed, and Highlander Crowdfunding does not guarantee the legitimacy or viability of any issuer or offering.

By accessing this site and any pages on this site, you agree to be bound by our Terms of Use, Privacy Policy and Investor User Agreement. Past performance is not indicative of future results.

© 2025 Highlander AI, LLC. All rights reserved.

Risk Disclaimer

WHEN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING. THIS INCLUDES ANALYZING THE MERITS AND RISKS INVOLVED WITH INVESTING IN THE OFFERING. INVESTMENTS ON HIGHLANDER AI ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK. THIS RISK INCLUDES THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. INVESTMENTS ARE NOT INSURED BY THE FDIC, SIPC, OR ANY OTHER GOVERNMENT AGENCY AND MAY BE LONG-TERM OR NON-TRANSFERABLE.


Important Information
Unless otherwise stated, all securities-related activity is conducted by PicMii Crowdfunding (d/b/a Highlander Crowdfunding), a funding portal registered here with the U.S. Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). Highlander Crowdfunding is not a registered broker-dealer, and all escrow services are handled by Enterprise Bank and Trust and Luminate Bank, registered escrow agents.

Transfer agent services are provided by Highlander Fortress, LLC, a separate legal entity from Highlander Crowdfunding. Highlander Fortress does not participate in securities offerings and does not provide investment, legal, or tax advice.

Highlander Crowdfunding is compensated with an up-front fee and a percentage of funds raised in each offering. Fees vary between offerings, and investors should review the applicable Form C on each offering page for full fee disclosures.

Regulation Crowdfunding offerings (JOBS Act Title III) made through Highlander Crowdfunding are open to both accredited and non-accredited investors. These securities offerings are not reviewed, approved, or recommended by any federal or state securities commission or regulatory authority. Highlander Crowdfunding does not provide investment advice and does not verify the adequacy, accuracy, or completeness of information provided by the issuer. Investors should be aware that no level of due diligence beyond what is required by law is performed, and Highlander Crowdfunding does not guarantee the legitimacy or viability of any issuer or offering.

By accessing this site and any pages on this site, you agree to be bound by our Terms of Use, Privacy Policy and Investor User Agreement. Past performance is not indicative of future results.

Risk Disclaimer

WHEN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE ISSUER AND THE TERMS OF THE OFFERING. THIS INCLUDES ANALYZING THE MERITS AND RISKS INVOLVED WITH INVESTING IN THE OFFERING. INVESTMENTS ON HIGHLANDER AI ARE SPECULATIVE, ILLIQUID, AND INVOLVE A HIGH DEGREE OF RISK. THIS RISK INCLUDES THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. INVESTMENTS ARE NOT INSURED BY THE FDIC, SIPC, OR ANY OTHER GOVERNMENT AGENCY AND MAY BE LONG-TERM OR NON-TRANSFERABLE.


Important Information
Unless otherwise stated, all securities-related activity is conducted by PicMii Crowdfunding (d/b/a Highlander Crowdfunding), a funding portal registered here with the U.S. Securities and Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA). Highlander Crowdfunding is not a registered broker-dealer, and all escrow services are handled by Enterprise Bank and Trust and Luminate Bank, registered escrow agents.

Transfer agent services are provided by Highlander Fortress, LLC, a separate legal entity from Highlander Crowdfunding. Highlander Fortress does not participate in securities offerings and does not provide investment, legal, or tax advice.

Highlander Crowdfunding is compensated with an up-front fee and a percentage of funds raised in each offering. Fees vary between offerings, and investors should review the applicable Form C on each offering page for full fee disclosures.

Regulation Crowdfunding offerings (JOBS Act Title III) made through Highlander Crowdfunding are open to both accredited and non-accredited investors. These securities offerings are not reviewed, approved, or recommended by any federal or state securities commission or regulatory authority. Highlander Crowdfunding does not provide investment advice and does not verify the adequacy, accuracy, or completeness of information provided by the issuer. Investors should be aware that no level of due diligence beyond what is required by law is performed, and Highlander Crowdfunding does not guarantee the legitimacy or viability of any issuer or offering.

By accessing this site and any pages on this site, you agree to be bound by our Terms of Use, Privacy Policy and Investor User Agreement. Past performance is not indicative of future results.

© 2025 Highlander AI, LLC. All rights reserved.