We are full service marketing and lead generation company specializing in accredited investors. Don't settle for cheap leads, you get what you pay for. We are in business to keep clients, and the only way to do that is to have quality. We obtain our leads from a variety of sources that keeps them both fresh and diverse. We do everything from preforming our own surveys to obtaining client list of recent investors from some of the largest companies in the business.
Complete client list, all confirmed check writers from a specific project, typically with investment amounts included. Handwritten front sheets, these come from a number of sources and are broker qualified as active accredited investors with an interest in a specific project and have been sent additional information, these typically have a wide array of details.
If you need a bigger bang for your buck and have the infrastructure to call through large amounts of potential investors then these are for you! The material in this category is a little older but still relevant and still very useful.
Complete client list, all confirmed check writers from a specific project, typically with investment amounts included. Handwritten front sheets, these come from a number of sources and are broker qualified as active accredited investors with an interest in a specific project and have been sent additional information, these typically have a wide array of details.
If you need a bigger bang for your buck and have the infrastructure to call through large amounts of potential investors then these are for you! The material in this category is a little older but still relevant and still very useful.
Services
We will send you a basic questionnaire to fill out the details on your investment, once you send it back filled out it will be reviewed.
Your designated caller will then review any material you provide, power points, documents, watch videos, review your website.
After a thorough understanding of your offering and requirements we will set up a phone and or Zoom meeting with your caller.
During your meeting with the caller, you can further explain the offering, ensure the caller is pitching the offering as you would like, and address your caller's questions.
Your designated caller will then review any material you provide, power points, documents, watch videos, review your website.
After a thorough understanding of your offering and requirements we will set up a phone and or Zoom meeting with your caller.
During your meeting with the caller, you can further explain the offering, ensure the caller is pitching the offering as you would like, and address your caller's questions.
We utilize both LinkedIn and Facebook to re-market our database of investor leads using their phone numbers and emails to match to active accounts.
On LinkedIn we use sponsored messages, so it is text and web links only.
On Facebook we utilize both video and or graphic ads with limited text bullets.
We can do a generic ad targeting accredited investors interested in alternative investment opportunities or we can do one tailored to your investment directly.
If we do one tailored to your opportunity, we will require you to furnish the completed ad or to provide us with text and graphics.
On LinkedIn we use sponsored messages, so it is text and web links only.
On Facebook we utilize both video and or graphic ads with limited text bullets.
We can do a generic ad targeting accredited investors interested in alternative investment opportunities or we can do one tailored to your investment directly.
If we do one tailored to your opportunity, we will require you to furnish the completed ad or to provide us with text and graphics.
We have a large database of confirmed working emails that have originated from different front and client lists, all accredited investors.
We will take your design and send it out for you and keep track of the results.
If you do not have a design, we can have one put together for you for $200 per email or you can simply go with your logo, text, links, videos, any graphics you want to include for free.
The prospects who did not open the email we will resend the original simply using a different subject line to get them to open.
We will take your design and send it out for you and keep track of the results.
If you do not have a design, we can have one put together for you for $200 per email or you can simply go with your logo, text, links, videos, any graphics you want to include for free.
The prospects who did not open the email we will resend the original simply using a different subject line to get them to open.
We will literally provide your callers with more leads than they can handle, and they will have the ability to call fresh leads every day of the month.
We will provide you with access to our dialer system complete with a CRM to manage all the data, take notes, and keep track of callbacks.
When using our 3-line auto dialer your callers can call up to 1,000+ leads in an 8-hour workday, we all know it is a numbers game and with that many calls you cannot go wrong.
Our system will allow you to call from your current landline phone system, any computer-based phone, or even your cell phone, we can even record all the calls for you.
We will provide you with access to our dialer system complete with a CRM to manage all the data, take notes, and keep track of callbacks.
When using our 3-line auto dialer your callers can call up to 1,000+ leads in an 8-hour workday, we all know it is a numbers game and with that many calls you cannot go wrong.
Our system will allow you to call from your current landline phone system, any computer-based phone, or even your cell phone, we can even record all the calls for you.
We can provide you with a non-industry specific but active accredited investor who we have spoken to and qualified that day by our in-house callers.
The leads would be in Excel format and delivered at the end of each calling day.
There are limited amounts of leads and spots available, but these are the best leads we can offer you.
These leads are 2-14 days old.
We have a team in house making outbound calls all day to find who is accredited and actively open to new investment ideas.
We insure they investors are liquid while finding out what they have made money in and what ideas they would be opened to learning more about.
The leads would be in Excel format and delivered at the end of each calling day.
There are limited amounts of leads and spots available, but these are the best leads we can offer you.
These leads are 2-14 days old.
We have a team in house making outbound calls all day to find who is accredited and actively open to new investment ideas.
We insure they investors are liquid while finding out what they have made money in and what ideas they would be opened to learning more about.
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