Target high-net-worth investors by income, net worth, and investment behavior — then reach them through email, direct mail, and digital ads. No cold outreach. No guessing.
You're doing everything "right" — building lists, sending messages, making calls, following up.
But here's the math nobody wants to admit:
Meanwhile, other capital raisers are filling rounds in 30–45 days.
The difference? They're not relying on manual outreach alone. They use data-driven investor marketing to get in front of thousands of qualified investors at the same time.
The question isn't whether you can raise capital manually.
The question is: why would you?
Stop guessing which investors might be interested. Start targeting the ones who are actively searching for opportunities like yours.
Most capital raisers spray and pray — blasting messages to anyone with money. But sophisticated operators know there's a better way.
Intent signals tell you what someone is actively researching, reading about, and seeking out right now. When you combine intent data with wealth verification, you stop chasing — and start attracting.
Watch a quick walkthrough of how we cross-reference intent signals with verified wealth data to build your ideal investor list.
Finding investors isn't about volume — it's about precision. Our system pairs what investors are actively searching for with verified wealth indicators to identify your perfect audience.
In this walkthrough, you'll see how we target a very specific profile: high-net-worth individuals searching for customized financial planning. The result? A laser-focused list with names, contact info, income ranges, and net worth — all verified and recent.
Complete contact records enriched with the data that matters for capital raising:
This isn't a list of millions hoping one sticks.
This is surgical targeting — the right people, at the right time, with the right intent.
Reach thousands of pre-qualified investors every month using financial-grade targeting and multi-channel activation.
We build a custom audience based on your exact criteria:
Your investor audience gets activated through:
Instead of hunting investors, they come to you. Your deal is in front of the right people. Your inbox fills up. You book calls. You close.
You're not buying "marketing." You're buying back your time — and getting more investor conversations at the same time.
spent on manual investor outreach
managing automated campaigns
This isn't scraped LinkedIn garbage or stale list rentals. This is financial-grade audience building for capital raisers who need investor attention now.
Target by verified income tiers and net worth thresholds so you reach investors who can actually write checks.
Identify investors actively searching for opportunities like yours right now—not people who "used to invest" years ago.
Filter based on accredited investor criteria so you waste less time on people who can't legally invest.
One audience. Multiple channels. Email + direct mail + ad platforms so your message follows investors everywhere.
Built to respect opt-outs and modern privacy standards. (You still handle offering compliance—this is marketing data + targeting.)
Know what's working—who engages, clicks, and converts—so you can scale what produces investor calls.
Your investor marketing infrastructure—without you building it from scratch
Here's what they actually cost.
The "DIY" stack
The "traditional" route
The infrastructure approach
Scale your raise with the right level of investor exposure. All plans include full platform access.
5,000 Contacts/Month
$0.50/record
15,000 Contacts/Month
$0.33/record — Best Value
25,000+ Contacts/Month
For funds, institutions & large raises
No long-term contracts. Cancel anytime.
Intent signals track what people are actively researching online. When someone searches for "customized financial planning for high net worth" or "alternative investment opportunities," that behavior is captured. We pair these signals with verified wealth data to identify investors who are both qualified AND actively looking for opportunities like yours—right now, not years ago.
Most "lists" are stale, unverified, and barely targeted. This is audience building based on your criteria plus real-time intent signals, delivered in usable formats for email, direct mail, and ad platforms. Every record includes recent activity—these are people searching for relevant topics in the last 2 weeks, not 2 years.
This is marketing data and targeting—no securities advice. You're responsible for your offering structure and compliance. Use this for awareness + lead gen, then run your normal compliance process to close investors.
CSV files you can upload into your email platform, CRM, ad platforms (custom audiences), and direct mail providers. Each record includes name, email, phone, mailing address, job title, company, income range, net worth, and the topics they're actively searching for.
Yes. National, state, metro, zip code radius—you define the geography, we deliver the audience.
Typically within 5–7 business days after onboarding and criteria approval.
Month-to-month. Cancel anytime. And the 30-day money-back guarantee applies if we can't deliver your audience.
You did the hard work of building a real deal. Now put it in front of people who can fund it.
Whether you need 5,000 or 500,000 investors to see your opportunity, we can make it happen.