Our process is simple to reach the Next Level!
Initial Consultation
After signing a General Services Agreement, you’ll have an onboarding session where we aim to thoroughly understand your business, offering, and team to effectively utilize your strengths, align on your goals and expectations, and review our tailored marketing strategies to find you investors.
Onboarding Call
Our team of experienced specialists will thoroughly review your pitch deck and provide personalized feedback to help you present your business in the best light to potential investors.
Investor Audience Targeting
Leveraging our investor network, various data sources, plus 2nd & 3rd degree LinkedIn connections, we craft a highly specialized target audience tailored to meet the exact criteria of your ideal investor, ensuring precise alignment with your investment goals.
Outreach & Matchmaking
Our team of skilled investor lead-generation specialists will source, carefully select, and pre-qualify potential investors, ensuring a precise match with your ideal investor profile. Our goal is to populate your calendar with high-quality, qualified investor appointments.
Investor Meetings
Each investor meeting we schedule for you is pre-qualified, meets the minimum investment criteria, and has shown a clear interest in your opportunity. You will receive an official email endorsement at least two days before the call, complete with the investor’s information, so you can prepare thoroughly and deliver a compelling pitch.
Progressive Campaign Reviews
We’ll conduct regular meetings every two weeks to review the progress of your campaign, discuss highlights and challenges, and collaborate closely to ensure optimal results. During these reviews, we’ll also analyze A/B testing variations to refine and enhance campaign performance, ensuring a fully optimized strategy for the best possible outcomes.
Our Value
Get Results
Leverage our vast network of engaged investors. We connect you with the right investors based on your industry, business stage, fundraising goals, and their specific interests.
Zero Equity
No equity required—just results-driven support to help you secure the funding you need.
We Go Above and Beyond
We don’t believe in one-size-fits-all solutions. Instead, we collaborate with each client to craft a personalized fundraising strategy that perfectly aligns with their unique needs and goals.
We Become an Extension of Your Team
Consider us your investor relations staffing solution. In just three months, we’ll build a robust pipeline of qualified investors for you. If you love our service, you can extend on a monthly or quarterly basis.
Comprehensive Investor Outreach
Let us handle the heavy lifting. Our team takes care of all investor communications across multiple channels, reaching thousands of potential investors. We’re deeply committed to the success of our clients!
In summary, our seasoned team provides expert guidance supported by a proven track record. With proactive communication and dedicated account management, we offer continuous support and client-focused solutions, ensuring we deliver exceptional value and help you achieve your fundraising goals effectively.
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