For GPs, sponsors, and fund managers
You raise every fund from the same short list of relationships. We build and operate the marketing system and software that turns paid attention into a pipeline of accredited investors who understand your thesis before the first call. You stay the issuer and keep running the fund. We keep the pipeline full.
Built for sponsors across real estate, private credit, energy, and venture. Flat fee, never a percentage of what you raise.
Cost of capital
A placement fee takes a percentage of every dollar you bring in. We charge a flat fee to build and run the channel instead, never a percentage of the raise. Below is what that has looked like for funds before yours, then the math on your own number.
Proven
Capital facilitated by clients using our services, and the cost of capital they ran at. This is client activity, not investor returns, and never a guarantee.
Performance and track record disclaimer. Any figures shown describing capital reflect capital facilitated by clients using InvestAccess marketing and technology services. These figures are not investor returns, are not a projection or forecast, and are not a guarantee of any result for any client. Past client activity does not predict and does not guarantee future results. Individual results vary and depend on many factors outside our control, including market conditions and each client's own offering, team, and execution. Nothing in these figures is investment advice or a solicitation to invest in any security. InvestAccess is a marketing, technology, and services company. It is not a broker, dealer, placement agent, finder, or investment adviser, and it does not raise capital or solicit investors.
The operators we build for
Placeholder category marks. Real, cleared client logos replace these before launch.
Now run the numbers on your own raise.
Cost of capital
The InvestAccess engine is a flat fee, so the more you raise, the lower your all-in cost of capital falls. A traditional placement agent takes 6 to 10 percent of the raise, every time. Move the sliders to see where the two lines cross on your own raise. Every figure here is illustrative.
At about a 2% all-in cost of capital, you keep about $2M more of this raise than a traditional placement agent would cost.
Illustrative and client-derived. The InvestAccess engine is a flat fee: a $0.2M build plus a $45K per month retainer, shown across a 9-month close. A traditional placement agent is shown at 6-10% of the raise (midpoint 8%), plus an illustrative 5% annual opportunity cost on the months a traditional process is assumed to run longer (here assumed to take 15 months). Not a quote, a projection, or a guarantee.
2An illustrative comparison, not a quote, a projection, or a guarantee. Actual cost depends on each client and program.
Performance and track record disclaimer. Any figures shown describing capital reflect capital facilitated by clients using InvestAccess marketing and technology services. These figures are not investor returns, are not a projection or forecast, and are not a guarantee of any result for any client. Past client activity does not predict and does not guarantee future results. Individual results vary and depend on many factors outside our control, including market conditions and each client's own offering, team, and execution. Nothing in these figures is investment advice or a solicitation to invest in any security. InvestAccess is a marketing, technology, and services company. It is not a broker, dealer, placement agent, finder, or investment adviser, and it does not raise capital or solicit investors.
Paid attention
Qualified, accredited prospects
Done for you
Seven parts, each doing one job. You approve the message. We build it, run the daily management, and keep it tuned, so paid attention turns into qualified, accredited prospects on your calendar.
Paid attention
This is the part a competitor cannot clone. We point your spend at proprietary accredited-investor audience data, assembled over years of client programs, so your Meta custom and lookalike audiences resemble proven accredited prospects instead of starting cold. We run the daily buying and move budget toward whatever returns the cheapest qualified lead. Anyone can buy ads. Almost no one starts from this seed.
We script and produce a single video that pitches your strategy the way you would across the table, so a stranger understands what you do and who runs it inside the first ninety seconds. Every ad and email points back to it, and we recut it as the numbers come in.
Every lead lands in one place: GoHighLevel extended with our own software, tagged by source and by everything a prospect does after. You can see who opened the video twice and who quietly went cold. We configure and deploy it for your team so no prospect disappears into an inbox.
Most prospects do not move on the first touch. Automated email and SMS sequences keep your thesis in front of them on a schedule, built on opt-in consent and a clean unsubscribe so the outreach stays inside TCPA and CAN-SPAM. Templated for your voice, and triggered by what each prospect actually does.
Qualified prospects book straight onto your calendar, or your team's, with reminders that cut no-shows. By the time someone is on the call, the system has already done the filtering, so the hour goes to a conversation worth having.
Software and process tooling that lets you run an accreditation verification step inside the funnel, so the people who reach your team match who your offering is for. You, or your qualified third party, make the determination and carry the legal obligation to verify. We provide the workflow, never the judgment call.
The platform under all of it: the landing pages, the dashboards, the integrations, and the automations that tie the ads, the CRM, and the calendar into a single system instead of six tools held together by hand. One login, one view of the funnel, from first impression to booked call.
Qualified, accredited prospects
Better targeting
A retail campaign is only as strong as the audience it starts from. We bring one that took years of client programs to assemble, so your spend reaches people who resemble proven accredited prospects instead of starting cold.
in total capital facilitated across client programs
Across programs that have facilitated more than 150 million dollars in client capital, the system has captured an opt-in pool of accredited-investor leads.
That pool seeds Meta custom and lookalike audiences, so a client's paid campaigns reach people who resemble investors who have already raised their hands, instead of starting cold.
This is a marketing data asset and a marketing service. It is not a securities offering, not a solicitation of investors, and not a promise of capital or returns. Figures describing capital reflect activity facilitated by clients using our services, not investor returns.
1 Capital facilitated by clients using InvestAccess services, not investor returns and not a guarantee. See the performance disclaimer.
3 A function of the marketing and technology system, not a promise of capital or returns.
4 Reflects a single client program. Individual results vary and are not representative of all clients.
Performance and track record disclaimer. Any figures shown describing capital reflect capital facilitated by clients using InvestAccess marketing and technology services. These figures are not investor returns, are not a projection or forecast, and are not a guarantee of any result for any client. Past client activity does not predict and does not guarantee future results. Individual results vary and depend on many factors outside our control, including market conditions and each client's own offering, team, and execution. Nothing in these figures is investment advice or a solicitation to invest in any security. InvestAccess is a marketing, technology, and services company. It is not a broker, dealer, placement agent, finder, or investment adviser, and it does not raise capital or solicit investors.
How it works
You approve the message at each stage. We build and operate the rest. If a retail channel does not fit your raise, we say so on the call.
Tell us how you raise today: your strategy, your investor profile, and where a retail channel fits beside the relationships you already work. We scope what we will build and what it costs as a flat fee, with no percentage of anything. If a retail channel does not fit your raise, we say so on the call.
We script and produce the video sales letter, write the ad creative, configure the CRM, and wire the calendar and the accreditation workflow into one funnel. You review every asset before a dollar goes to traffic. Nothing ships that you have not signed off on.
Campaigns go live against custom and lookalike audiences seeded from proprietary accredited-investor data, so paid traffic reaches people who resemble proven accredited prospects from the first day. Inbound interest starts landing in your CRM as soon as traffic is on.
We manage the spend, test new creative, tune the email and SMS sequences, and keep qualified prospects booking onto your calendar. You get a dashboard and a regular read on cost per lead and booked calls. You run the conversations and the offering. We keep the pipeline full.
In their words
Approved client quotes go here once each client has signed off on the wording and any incentive is disclosed. Until then these cards are placeholders, and we do not invent quotes to fill them.
Client testimonial pending approval. We publish a quote only after the client approves the wording and any incentive has been disclosed.
Client testimonial pending approval. We publish a quote only after the client approves the wording and any incentive has been disclosed.
Client testimonial pending approval. We publish a quote only after the client approves the wording and any incentive has been disclosed.
An individual client experience, not representative of all clients and not a guarantee of results.
Testimonials disclaimer. The testimonials and case studies shown reflect the real experiences of specific InvestAccess clients regarding our marketing and technology services. They are individual experiences and are not representative of all clients. They are not a guarantee of future performance or results, and your results may differ. Testimonials describe satisfaction with our services and deliverables. They are not a promise of capital raised and are not investor returns. Nothing in any testimonial is investment advice or a solicitation to invest in any security. Some testimonials may be from clients who received an incentive, a discount, or other consideration in exchange for their feedback, and where that is the case it is disclosed. InvestAccess is a marketing, technology, and services company. It is not a broker, dealer, placement agent, finder, or investment adviser.
Straight answers
The short version: we sell marketing and technology for a flat fee. We do not raise capital, and we are not a broker. The detail is below.
InvestAccess is a marketing, technology, and services company. We do not broker, place, or solicit securities, we do not recommend any investment, and we never touch investor funds. You are the issuer, and you run your own offering with your own counsel and, where required, your own registered broker-dealer.
We build and operate the marketing system and software you use to run your own retail outreach. The engine generates inbound interest, captures and qualifies leads, and books calls. What happens on the call and inside the offering is yours.
A fixed fee to build the engine and a flat monthly retainer if you want us to keep running it. Never a success fee, never a commission, never anything contingent on whether or how much you raise. Our fee is the same whether the raise goes well or not.
Every lead the system captures lands in a CRM configured for your team and stays with you. The proprietary accredited-investor audience we use to seed your campaigns is marketing audience data. It is not a solicitation of investors and not a promise of capital or returns.
More questions
Seven parts built and run as one system: a video sales letter, paid ads, a CRM, email and SMS follow up, calendar booking, an accreditation verification workflow, and the software that ties them together. You approve the message. We build it, run the daily management, and keep it tuned.
Your strategy and how you talk about it, access to your domain and calendar, sign-off on the assets before they ship, and someone on your side to take the booked calls. We handle the build and the daily management. You stay close on the message and own every conversation with a prospect.
A typical build runs 4 to 6 weeks from the strategy call to live traffic, depending on how fast assets get approved and access is granted. The video and the ad creative are usually the long pole. Once traffic is on, inbound interest starts landing in the CRM right away.
The funnel includes an accreditation verification workflow: software and process tooling that lets you run a verification step before a prospect reaches your team. We provide the tooling. We do not make accreditation determinations, and we do not take on your legal obligation to verify accredited status. That obligation stays with you or the qualified third party you appoint.
You do. The leads the system generates are captured in a CRM configured for your team and stay with you. Where we process audience or lead data, we do it on your behalf under the terms in our agreement and our Privacy Policy, with consent and opt-out handled to TCPA and CAN-SPAM standards.
We onboard a limited number of sponsors at a time so each engine is built and managed properly. Applying is how we check current availability. If we are full, we will tell you, and if a retail channel does not fit your raise, we will say that too.
Apply with how you raise today and the fund you are working on. We will show you the system and what it costs as a flat fee, with no percentage of anything. We onboard a limited number of sponsors at a time, so applying is also how we check availability. If a retail channel does not fit your raise, we will tell you on the call.