Raise $5M–$100M From Accredited Investors Without Relying On Network, Events, Or Broker Fees.
Our proven system helps you flip the script and have qualified investors lining up to hear about your opportunity.
Step-by-Step Investor Conversion Flow
This streamlined, automated conversion path transforms traditional 12 month closing cycles into 2-3 months of efficient digital engagement.
1
AI-Targeted Ads
Precision targeting reaches qualified investors through behavior and investment profiles.
2
Lead Qualification
Smart forms pre-qualify prospects through accreditation, investment capacity and timeline questions.
3
Strategic Retargeting
Personalized content nurtures hesitant leads with tailored investment insights and case studies.
4
Discovery Call
20-minute Zoom with a strategist confirms fit, explains returns, and answers questions.
5
Platform Registration
Investor receives secure link to create their InvestNext profile.
6
Accreditation Verification
Automated questionnaire and document upload with third-party verification.
7
Deal Room Access
Verified investors gain instant access to PPM, projections, FAQ, and legal documents.
8
Digital Commitment
Investor selects allocation size and signs subscription agreement electronically.
9
Banking Connection
Plaid-enabled ACH link or wire instructions provided for seamless transfers.
10
Investment Completion
Capital transfer executed with automated confirmation and ongoing nurture campaign activation.
Step 1: AI-Powered Investor Lead Generation
The Mindset Shift: From "Pursuing" to "Attracting"
The core of this step is to shift from actively chasing investors to strategically attracting them. Rather than cold-calling or enduring endless networking mixers with no clear outcome, your goal is to position your offering directly in front of investors who are actively exploring, researching, or signaling their inclination to invest.
Signal Spotting
When an individual reads articles about commercial real estate investment strategies, researches private equity opportunities online, or engages with content related to alternative assets, they are leaving digital footprints—signals of potential interest. AI can spot these signals and ensure your opportunity appears prominently in front of these already-engaged prospects.
You're essentially fishing in a well-stocked pond rather than casting lines randomly into the vast ocean.
High Converting Ad Examples
FlyWheel of creating high converting ads:
Examples:
Captivate Your Audience with AI-Powered Video Ads
Your video ads must hook the audience, showcase your proven track record, explain how your fund works, and have a clear call to action. Leverage the power of AI to create ads that truly resonate.
100% AI & Generated from Our Team:
Captivating Static Ads: Attract High-Net-Worth Leads
Static image ads pack a powerful punch when it comes to converting high-net-worth individuals into red-hot leads for your fund. Make your message bold, direct, and irresistible - the kind that stops investors in their tracks and gets them eager to learn more.
Step 2: High-Converting Investor Funnels
Generating a lead is only the first checkpoint. The real art, and where many fundraising efforts falter, lies in effectively converting that initial flicker of interest into meaningful engagement and, ultimately, a committed investor.
Understanding HNW Investor Psychology
High-net-worth investors approach opportunities with a different lens than typical consumers or retail investors. They are:
Sophisticated
They've likely seen hundreds, if not thousands, of investment pitches and can quickly discern hype from substance.
Time-Conscious
Their time is their most valuable asset. Your process must be efficient and respectful of it.
Risk-Aware
While seeking returns, capital preservation is often a primary concern.
Seeking Exclusivity & Trust
They value unique opportunities and need to establish a high degree of trust before committing capital.
Example Opt-In Page
Optimized Headline
VSL (We will help script & optimize your pitch deck)
Book Discovery Call
Example Thank You Page:
VSL & Optimized Pitch Deck
Track Record
FAQ Videos
Additional Track Record
Additional FAQs via Text
Example Pitch Deck:
Step 3: Marketing Automation (Investor Nurturing)
Research consistently shows that 80% of successful capital commitments occur only after at least five follow-up interactions. Yet, this is precisely where many capital raisers, overwhelmed by manual efforts, fall short. AI-driven marketing automation transforms this critical phase from a laborious chore into a systematic, personalized, and scalable process.
The Science of Investor Follow-Up
Sophisticated investors, especially when considering substantial commitments, typically follow a predictable, often lengthy, decision-making pattern that can span weeks or months. Consistent, valuable follow-up is crucial for staying top-of-mind and guiding them through each stage.
Initial Engagement (Day 0)
Immediate automated email, sms with personalized thank you, content link, and soft next step.
Value Delivery (Day 2-3)
Share valuable market insights or educational content related to your investment strategy.
Proof & Invitation (Day 7-10)
Share success stories or testimonials and invite to a low-commitment group event.
Ongoing Nurturing (Day 14+)
Deeper dives into strategy, updates, and personalized check-ins for highly engaged leads.
Follow our tailored pipeline to guide investors from initial interest to becoming fully funded.
AI Sales Robot to follow up via SMS and convert more booked calls on your calendar:
Works 24/7
365 Days A Year
No Breaks
1 min reply rate
AI Caller: Calls, Voicemails, Appointment Confirmations & Reschedules.
Step 4: Analytics & KPI Tracking
In the world of AI-driven capital raising, data isn't just a byproduct; it's the fuel that powers continuous improvement and predictable success. Step 4 is all about establishing a robust Analytics and Key Performance Indicator (KPI) Tracking system that allows you to move beyond guesswork and gut feelings.
Why Analytics are Non-Negotiable in Modern Fundraising
Identify Bottlenecks
Pinpoint exactly where prospects are dropping off in your funnel.
Optimize Spending
Understand which campaigns, content, or strategies deliver the best ROI.
Improve Messaging
See which headlines, value propositions, or calls to action resonate most.
Forecast Accurately
Predict lead flow, conversion rates, and capital commitments with greater accuracy.
Comprehensive Analytics Dashboard
Our real-time dashboard tracks every metric from ad spend to funded investments. You'll always know your cost per lead, appointment, and investor.
Real Numbers: Ad Spend to Funded Investor
Example #1: Land Fund
Example #2: Oil & Gas Fund
Example #2: Real Estate Fund
Vs Our Competitors Reporting…
Calculate Your Raise
The Modern Model for Raising Capital Vs Broker Dealers
A Faster, More Scalable Path to Capital
Traditional broker-dealer models are slow, expensive, and rely on gatekeeping relationships. Our lean, scalable system empowers serious fund managers to raise capital efficiently and repeatedly, without costly fees.
EXECUTIVE TEAM
Zac Tavenner
CEO
Former Division 1 athlete and UC Berkeley graduate, He combines athletic discipline with strategic vision to drive innovative AI-powered fundraising solutions connecting fund managers with investors.
Coleton Fisher
President
Coleton drives operational excellence and client success. He manages campaign delivery and partnership growth to ensure high performance results.
Nic Mirsrum
Media Buyer
Ex-googler with $150M in ad spend under his belt across Google & Meta is driven to results. Former UC Berkeley Graduate & Rugby National Champion.
Emily Bradshaw
Account Manager
Emily handles client communications and campaign management, ensuring smooth project execution and responsive support throughout the fundraising process.