The investor-acquisition machine we build and run for your firm.
Two Meta advertising campaigns - prospecting and remarketing - that put your firm in front of new accredited investors and re-engage the contacts already in your CRM, optimized to generate actual investment dollars, not just clicks.
Ads that deliver investment dollars
We optimize to committed capital - not clicks, not lead forms. The only metric that counts is dollars into your raise.
$5B in equity capital behind the method
Built on proprietary investor data and paid-acquisition expertise that has helped place over $5 billion in equity from individual investors.
The fastest way to reach real accredited investors
Verified accredited investor audiences, reached in your first month - a real acquisition channel, not a contact list you rent.
Equity-placement figures reflect the founder's prior platform track record.
"We have contacts but do nothing with them digitally - and we have no way to find new investors online."
The contacts are going stale
Your CRM holds investors who have met you, registered, or committed to past deals. Between raises, they hear nothing. By the time the next offering opens, your firm is no longer top of mind - and a cold contact is most of the way back to a stranger.
New capital depends on the room you happen to be in
Referrals and events are real, but they don't scale and they don't compound. Every other middle-market sponsor is fishing the same network. Without a digital channel, your reach to new accredited investors is capped by who you can shake hands with this quarter.
Two campaigns. One investor-acquisition channel.
Built from scratch in your first month - reach for new capital, retention for capital you already have - then tracked and tuned with real performance data.
Prospecting
We point your campaign at explicit accredited investor records - built from offline data, not inferred from browsing - and build the strategy, architecture, and creative to put trust-first ads in front of people who can actually invest.
Remarketing
We upload and segment your CRM, then keep your firm visible to the investors who already know you - with steady, credibility-building creative between raises.
Explicit accredited investor records - not platform guesswork.
Meta and Google can only target inferred segments - people who look like they might be wealthy based on browsing behavior. Your prospecting campaign runs on something better: explicit accredited investor records, built from offline data and matched to reachable digital audiences. You reach people who have the means, not lookalikes.
Targeting real records instead of inferred interest is the single biggest driver of paid-acquisition performance with accredited investor audiences - the difference between spending budget on the wrong people and putting every impression in front of someone who can actually invest.
Typical standalone license for data of this quality - specialized vendors, annual contracts. Included in every Campaign Launchpad engagement.
Live in Month 1. Performance by Month 3.
Build first, then optimize against real data. By the end of the engagement you have a working channel and the evidence to make your next investment decision with confidence.
Built and run for you. The creative comes with you.
One retainer. Fully managed, end to end.
We're taking on a limited founding cohort so a small number of sponsors can stand up the channel and see results before committing further. Scope and terms are set in the discovery call.
Before you start.
If yours isn't here, ask it in the form below.
Tell us about your HNW acquisition challenge.
Whether you're raising capital from accredited investors, growing a donor base of wealthy givers, or building a pipeline of $1M+ wealth management households - we'd like to understand where you are and where you want to go.