Get your free investor acquisition audit.
Find out why qualified LPs aren't booking calls. We score your funnel across 8 areas and send a recorded walkthrough with your top five fixes, in about five business days.
- Scored report across 8 areas
- 10–15 minute recorded video walkthrough
- Your top five fixes, prioritized
- Optional 30-minute review call. No obligation.
Example audit report
IllustrativeEight areas that decide whether LPs book calls
Website & investor pages
Clarity, trust signals, mobile experience and a visible path to contact.
Lead magnet & offer
Whether your offer answers a real investor question for your target personas.
Ads & targeting
Channel mix, audiences, creative and cost per booked call (if ads are running).
Forms & qualification
Fields, friction and whether you capture accreditation, check size and timeline.
Speed to lead & routing
We submit a test inquiry and time the response.
Nurture & newsletter
Sequence length, cadence, education quality and handoff to IR.
CRM & pipeline reporting
Stages, ownership, next steps and a weekly scorecard.
Compliance alignment
Whether your marketing matches your exemption (506(b) vs 506(c)). Not legal advice.
The accredited investor acquisition funnel
Three steps, about five business days
- Tell us about your raise with the form below: website, asset class, typical raise and current channels.
- We audit your public funnel: pages, offers, ads in public ad libraries, forms, a timed test inquiry and your email follow-up.
- You get the report: scored areas, a recorded walkthrough and your top five fixes. Book a review call if you want one.
We only review what's publicly visible plus anything you choose to share. We never need logins or investor data.
Tell us about your raise
Takes about a minute. We take on a limited number of audits each week.
Audit questions
Yes. There's no cost and no obligation. If you'd like help implementing the fixes, we'll explain our services on an optional review call.
Just the form. We review what's publicly visible: your site, offers, public ad libraries, forms and a timed test inquiry. You can share more if you like, but we never need logins or investor data.
No. We flag whether your marketing appears aligned with the exemption you've chosen so you can discuss it with your securities counsel. It's not legal advice.
Real estate syndicators, fund managers, oil and gas sponsors, DST/1031 and Opportunity Zone sponsors, and emerging sponsors preparing a raise.
About five business days from your request.