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Do Crashes Impact Investors?

In the wake of the Malaysian plane crash over the Ukraine, many are wondering how this terrible tragedy will shape our world. The extreme loss of life is stunning and simply unbelievable. In total, 298 people are dead after the commercial aircraft was shot down with an antiaircraft missile. The damage was staggering as the plane exploded, crashed and burned. The question is, do crashes impact investors?

The world is waiting for details to emerge regarding who actually fired the missile and how they secured it. The crash took place in the area of Ukraine that is controlled by Pro-Russia separatists but so far everyone is denying responsibility for the crash. Ukraine is pointing to the separatists and calling it an act of terror. A world away, the plane crash has additional implications.

Accredited investors are always leery when a worldwide catastrophe happens due to its ability to impact the overall financial markets, which slid after news of the crash. Many investors prefer to keep a portion of their portfolio in private companies that are not directly impacted by the rise and fall of the stock market.

With any terrible tragedy there is also an opportunity for renewed innovation that can prevent it from happening again, something accredited investors can help to make happen. The notion that terrorists could obtain an antiaircraft missile and shoot a commercial airliner out of the sky has the ability to completely transform air travel. The TSA that has been taking away water bottles and toothpaste for years may soon become obsolete given the ability of terrorists to harm a plane without ever setting foot on it.

Accredited investors should look for opportunities to invest in technology that can keep commercial aircraft safer. Innovation often comes from private companies stepping up in response to the tragedy, need, or demand. One such as this, will clearly lead to a marketplace demanding to be safe. Additionally, it is safe to speculate that money will need to be direct towards defense. We have been steadily disarming but as terrorist become more sophisticated, the U.S. will be forced to respond by finding new ways to protect its citizenry. While these projects are likely to very large in scale, they often start small with a local company of inventors, scientist, and innovators.

Companies that are in this marketplace now should analyze their current portfolio to see if there is a way to apply their existing technology towards the airline or defense industry. If so, now would be an excellent time to create a private placement and start raising money for further exploration. By using Regulation D Rule 506c, you can raise an unlimited amount of capital from accredited investors without needing to register with the SEC. You can also advertise the offering to the general public so long as you only accept funds from accredited investors. This provides a way to quickly put an offering together and starts raising money before the marketplace becomes saturated with companies looking to improve airline safety.

Companies that want to raise money can get a boost with accredited investor leads. You can purchase a leads list from and start speaking with investors right away. In the meantime, the world will wait for more information on what really happened over the Ukraine.

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Quality Leads for Brokers

Those looking to expand their portfolio should obtain leads for investment brokers in order to expedite the process. The challenge many brokers have is that they are not in content with the right people, who are ready to invest, and have the capital to do so. This is especially true for those just starting out. Most people start their career by establishing a referral network with other young professionals. While an excellent long term strategy, it takes time to build a portfolio this way.

At, we provide leads for investment brokers of individuals that are accredited investors and have the capital necessary to make them a solid prospect. Accredited investors are an excellent place to start because they have to make either $200,000 a year as an individual or $300,000 jointly with a spouse. In order to qualify without earning this much money, they need to have a net worth that is $1 million or more. As a broker, this gives you the opportunity to work with people that are financially secure and want their money to start working for them.

When buying leads for investment brokers, you can set geographic parameters so that you are only calling on people within your local geographic area. If, however, you are licensed in multiple states you can use that to your advantage to purchase a larger list. Leads for investment brokers can also be sorted by demographics. For example, if you want to work with women, men, those in a particular age group, income bracket, etc. This allows you to target your prospects more specifically and hone your sales pitch based on your audience. This is especially important if you feel that your services would appeal more to a particular group, or you are pitching a specific investment opportunity.

As a broker, there are specific steps you can take to make your calling efforts more effective. Here are some of our favorite tips:

  • Create an elevator pitch. When calling someone on the phone, you have a short window in which to make a good impression. Hone your message and explain why you are calling and what you can do for them quickly. Use something to capture their attention.
  • Be specific. If you have a certain investment opportunity you are pitching, obtain a list of investors that may be interested in that industry niche. For example, buy a list of leads for investment brokers with oil and gas investors so that you can tailor your pitch to them and that market.
  • Know your facts. When calling accredited investors, you are reaching out to people that are already financially savvy. Be prepared to discuss the market and back up your data with facts.
  • Why are you better? People need to know why you are better than the competition. Instead of simply focusing on education and certifications, focus on what you can do for them that others won’t. How are your services more convenient? What do you do to put in the extra effort?

Obtain your leads for investment brokers today and start making calls tomorrow. By regularly scheduling call time, you can grow your client portfolio faster than ever.

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Tips for Finding Accredited Investors

Raising money through a private placement is an excellent source for obtaining capital. In order to get started, most companies need help finding accredited investors. This is different from going public, where companies can market their offerings and anyone with a savings account can buy shares. Private offerings through Reg D are generally only available to accredited investors, which are a select group of high income earners or high net worth individuals.

The SEC defines accredited investors as someone that has made $200,000 a year for the past two years and is likely to continue, or makes $300,000 combined with their spouse. Investors can also qualify by using the net worth standard. They must have a net worth of $1 million or more excluding their personal residence. This is an elite group of income earners and investors, making it difficult to target them unless you know how.

Here are some tips for finding accredited investors:

  • Buy an accredited investors lead list. You can purchase a list of investors that meet the income or asset qualifications and sort it geographically or using other filters you wish to have applied. Purchase a list from for an accurate, up to date lead list that you can start calling from.
  • Attend angel investment group meetings. Most areas have angel investment groups. These are groups of accredited investors that come together to listen to presentations from businesses and entrepreneurs, evaluate deals, and discuss investing. Many of them are niche based and prefer to invest in a specific industry while others like Keiretsu Forum hear from a broad range of businesses. Before presenting, it is wise to visit as a guest so that you can get a feel for the set up and type of investors that are in the room. Once ready to present, these forums typically charge a presentation fee and require you to make a presentation and pitch in front of the group at a regularly scheduled meeting. This can be effective, depending on who is in the room and whether they are interested in your deal type. As a general rule of thumb, angel investors prefer to invest in local companies.
  • Network. Reach into your professional network of lawyers, CPA’s, and bankers to see if they know investors that are actively looking for deals. Since they are intimately involved in their clients transactions and finances, they will often know how people are allocating their funds and may be willing to set up a meeting for you. This is a very personal so it may take time to establish the relationships with both your referral network and their clients.
  • Marketing. If you use Regulation D Rule 506c, you can advertise your offering. The general solicitation rule has been lifted for this offering type which enables you to use your website, social media, local newspapers, etc. The key is that you must disclose that only accredited investors are allowed to participate.

The fastest and easiest way for finding accredited investors leads is to purchase a lead list. It reduces the amount of time you have to spend networking and shaking hands to get you right to the decision makers. All you need to do is create an amazing sales pitch and pick up the phone.

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Real Estate Investor Leads for Your Private Placement

Real Estate Leads

You can use real estate investor leads to raise more money for your private placement. Real estate professionals and developers have experienced great success using Reg D private offerings to pool investment capital to purchase or build properties. Raising money from local investors is an excellent option for both the real estate professional and the investors themselves. Private offerings give the investor more control over the deal and the ability to vet each and every property before deciding to invest, an improvement from investing in REITs where properties are lumped together, and there is no ability to analyze each one.

Investors in real estate private placements, also have the opportunity to get to know the other owners and property manager. The additional communication ensures that investors are able to express their opinions and concerns to someone that is directly involved in the property, rather than simply managing the investor relationships. As a real estate professional, it is your job to communicate these benefits so that investors understand the value of participating in your opportunity.

In order to reach real estate investors, you need to have a way of obtaining real estate investor leads. You can purchase a current lead list from that can be narrowed down to your specific geographic area. This is ideal for professionals that want to work with local investors. If requested, the list can be national as well. By purchasing an up-to-date, qualified investor lead list, you will spend less time searching for leads and more time closing them.

When calling real estate investor leads, it is important to be the knowledge expert in what you are promoting. These investors are typically real estate savvy and have either owned, operated, or invested in real estate before. Expect them to ask detailed questions and use industry jargon that you would not hear from the average person. As such, you need to know the following prior to picking up the phone:

Real Estate Investor Leads for Your Private Placement

Real Estate Investor Leads for Your Private Placement

  • Type of real estate deal. Are you raising capital to acquire a property that has already been renovated and leased up? Are you planning to renovate the property and raise rents? Is this a brand new build? Tell the investor what type of real estate deal this is so they can understand what the process will look like.
  • Property type. Many real estate investors only invest in a particular property type or asset class. They stick with what they know because it is something they understand. If, for example, you are promoting a new industrial park you should know everything about that property type so that you can intelligently engage in conversation.
  • Know the market. You should study the market and understand current vacancy rates, price per square footage, maintenance cost, how long it takes to lease up a property, etc. The more you understand about the local market, the better. Remember, most states do not have one single market. For example, the vacancy rates in Miami will be extremely different from those in Sarasota.

Once you have studied the industry and the particular property you are promoting, it is time to pick up the phone. Call real estate investor leads and make your pitch. Answer questions with as much detail as possible and remember always to follow up in a timely fashion.

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Quality Leads for Investment Brokers also provides quality leads for investment brokers.  As a broker, it is important to continually fill your pipeline with new investors.  One of the challenges brokers typically face is identifying leads to call on or prospects with asset sizes that fit their parameters.  The challenge is that without these activities, many brokers are unable to reach the level of success they desire.

Here is how to find quality leads for investment brokers:

  • Networking.  Building a solid referral network takes time but is worth it in the long run.  A referral network expands your reach to where people are talking about you, even when you are not around.  This will naturally generate leads.  Try to partner with key industries that could have crossover.  For example, insurance agents, bankers, and attorneys.  Typically, the best way to start a referral relationship is to give a referral.
  • Community involvement.  Many people think of business events as strictly through the chamber of commerce or local business groups.  These can be effective but very often, everyone in attendance is simply looking for business.  Instead, participate in community events that may appeal to your target demographic.  For example, volunteering with the American Heart Association where doctors (potential investors) are also active participants.  You will be able to do something good for the community while meeting prospects.
  • Accredited Investor Leads.  You can purchase leads for investment brokers from  Accredited investors made a minimum of $200,000 per year as an individual or $300,000 with their spouse.  Those that don’t make that annually have a minimum net worth of $1 million.  These are fantastic prospects for a broker and are very often, actively investing.
  • Online marketing.  Use the internet and social media to expand your reach and attract new investors.  You must be careful with what you say to ensure that it is in compliance.  Focus on providing basic tips or information that can be applicable to a large group of people.  For example, discussing how to roll over an IRA.  Create a Google+, LinkedIn, and Facebook page where you can interact with prospects and provide a level of information that encourages them to call you for more details.
  • Current clients.  Your existing clients are typically with you because they like the services you are providing to them.  Too often, brokers and sales professionals forget to ask their existing clients for referrals. This is a mistake.  They can be a fantastic source of leads and a referral from an existing client typically holds weight with the friends and family they are speaking with.
  • Events.  Consider holding educational seminars or events.  This will appeal to people that are interested in learning more about making money and investment strategies.  Evens can be an excellent source of leads for investment brokers because you obtain everyone’s information when they register and have the opportunity to answer questions after the fact.

If you are looking to expand your portfolio, the fastest way to do so is purchasing leads for investment brokers from and start making dials.  These are quality leads and by working them regularly, you can schedule more appointments and meet more people.

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How to Maximize Your Private Placement Leads

Once you have purchased private placement leads it is important to maximize them and to start closing deals. Reaching accredited investors is an important step in promoting your private offering. More money is raised through private offerings than on the stock market every year. Your company can benefit from this, as long as you are able to reach investors and inform them of what you have to offer.

The first step is to make sure that you are buying a qualified lead list. Working with a reputable lead broker, like is important. Your private placement leads can be narrowed down by geographic area and demographic data to ensure that you are targeting people that are the most likely to want to invest in your particular offering.

With a lead list in hand, create a strategy for how you will close the deal. Reaching prospects is not enough. You must take them through the process, capture their interest, and walk them through closing. This is a key that many salespeople and business owners miss – you have to close the deal.

Here are some things to consider when working your private placement leads:

  • Create a value proposition. What value are you offering to the investor? They can put money into a million different deals so what benefit do they receive from working with you? Be as specific as possible and use compelling language.
  • Make it special. People are motivated to act more quickly if they feel they are getting something special or unique for their involvement. Consider how you can reward someone for getting in on the ground floor or investing early. Speak with your securities attorney about the best way to structure this.
  • Gather market data. Your sales strategy should include sending an investor information on how amazing the market is for your particular offering. This can be articles that were recently published in the newspaper, industries studies, professional opinions and more. Provide them with data that backs up your claims so that they can feel comfortable about investing.
  • Listen. When you get an investor on the phone, ask questions and listen for queues. It is important that you hear the emotion behind the words that they are saying. This is key for being able to sell the benefits of your investment in terms that will directly impact them.
  • Follow up. Whatever you do, don’t forget to follow up. When someone is interested enough to listen to what you have to say and request more information, make sure you follow up in a timely fashion so that you can close the deal. This part of the process cannot be postponed; otherwise they may lose interest.

When working your private placement leads, know where every prospect is in the process. You should be able to look up a name and read notes about what you have discussed, what they have been sent, what they have been offered and any additional information. Read your notes before making your follow up calls so that you can be as personable as possible. Stay focused, and you will increase your success.

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Accredited Investor Lists and Reg D

Use accredited investor lists and raise money by issuing a private placement memorandum under Regulation D.  This is an exemption from registration with the SEC that allows companies to raise capital without doing the paperwork that is required to go public.  Under Regulation D, there are several rules, most of which require companies to work with accredited investors.

An accredited investor is defined by the SEC as someone that has made over $200,000 on their own in the past two years or someone who has made $300,000 jointly with their spouse.  They may also have a net worth of $1 million outside of their personal residence.  It can be difficult to identify this type of investor because there is no way to know how much money someone makes when you meet them.  You can obtain accredited investor lists from  This is a tool you can use to reach the right type of investors and start raising money.

Reg D and a Private Placement Memorandum

Regulation D has several distinct rules that you can use to raise capital.  There are advantages and disadvantages to using each one, so it is important to consider your goals prior to deciding which rule you want to use and issuing your private placement memorandum.

  • Rule 504. This is designed for small companies that are trying to raise $1 million or less in a calendar year.  The disclosure requirements are low, and a limited number of non-accredited investors may participate.
  • Rule 505.  Companies can raise up to $5 million using this rule.  This is ideal for mid-sized offerings and companies that need to raise more can always do another round in the following twelve months.  You can use accredited investor lists to identify potential investors.
  • Rule 506b.  This has been the most common rule used when raising money simply because there is no cap on what you can raise, and it provides protection against blue sky laws.  Only sophisticated and accredited investors can participate.
  • Rule 506c.  This is a new rule that the SEC created in response to the JOBS Act.  The big difference is that companies can advertise their offering and only accredited investors may participate.  There are stricter rules for verifying someone’s accreditation status and earlier filing deadlines.

Once you know which rule you want to use you can issue your private placement memorandum.  This document should contain the following information (at minimum):

  • Background on the company
  • The leadership team
  • What you are doing currently
  • What you will do in the future
  • How much money you are trying to raise
  • What you will do with that money
  • What an investor gets in exchange for their investment
  • Financial data, both current and projected
  • Market conditions
  • Marketing strategy
  • Operational strengths
  • Risk factors and disclosures

Include as much information as you need in order to tell your story and give accredited investors information on why they should participate.

With your accredited investor lists in hand, start calling investors.  Use the initial phone call to establish a relationship and get them excited about your opportunity.  When they want to know more information, you can provide them with your private placement and walk them through the closing process.

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How to Market Your Lead List

When raising money through a private offering, an investor lead list can give you the tools you need in order to pitch your investment opportunity and successfully raise capital.  Without a list of investors or an existing database, it will be difficult to promote your offering.  We can help you to reach accredited investors and deliver a quality list that you can use both now and in the future.

Once you have obtained an investor lead list from it is time to market to those investors.  Creating an overall marketing strategy is essential for ensuring that prospective investors learn about your opportunity and get excited enough to engage with you.  Here are our suggestions for running an effective marketing campaign.

  1. Create your pitch deck.  This should include all of the key points about your opportunity.  Use your private placement as a starting point and pull out key data, facts, information, talking points and industry jargon.  Create a short, yet effective pitch deck that you can use as a reference tool going forward.
  2. Build your website.  Unless you are issuing an offering under Reg D 506c you are not allowed to advertise your offering.  You can, however, create a website or landing page for your specific company that provides information on the industry.  You can direct people from your investor lead list to the site for more information.  By showing them information on the booming nature of your industry, they will likely become more inclined to learn about what you are specifically trying to do.  Include a call to action buttons so they can request more information.
  3. Make sales calls.  Contact your investor lead list and start to cultivate relationships over the phone.  This is an easy way to start approaching people and open up a dialogue.  Remember, every call you make should be about the investor and how participating in your opportunity will benefit them.  Whether discussing their retirement goals, dreams of the future, or desire to grow their portfolio.  Take the time to understand who they are and what makes them tick.  This will help you to be a better sales person in the long run.  Use a tracking software to document whom you have spoken to, where they are in the process, and what you need to do to close the deal.
  4. Send out letters.  Mail a letter out to everyone on your investor lead list. A letter isn’t intimidating and gives people the opportunity to research the industry and your company.  Include key points, using bold font to make them stand out.  This can be about industry growth, market trends, or anything else you think will be exciting and useful.  Follow up with a phone call a couple of days later.  Your name will still be fresh in their mind, and you can ask if they received your letter.
  5. Ask for referrals.  Whether an investor pulls the trigger or not, ask if they know anyone that would be interested in learning more about your opportunity.  You can grow your investor lead list and secure more capital by simply asking for it.

Create your plan, buy your investor lead list, and start calling today.  Follow a set strategy and experience success.

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Building Your Database

An Accredited Investor Database can help you to raise money for your private offering.  When using Regulation D to raise capital, you need to be able to reach accredited investors that may be interested in your unique opportunity.  One of the greatest challenges that a company has is locating these investors.  Those working with a broker dealer may benefit from their established connections, which can make it easier to raise funds.  The challenge, however, is that they will typically take a fee and commission, pricing themselves out of the market for smaller companies.

If you are raising money for your private offering without the help of a broker dealer, you need access to an Accredited Investor Database.  Fortunately, you can purchase accredited investor leads from  This is a great starting point because it gives you the ability to contact investors.

The key to building a solid Accredited Investor Database is being able to refine the information and categorize it for future use.  When you order your lead list start by putting demographic and geographic qualifiers on the list.  For example, if you are promoting an opportunity that would most likely appeal to the over 60 crowd, ask for a lead list of older accredited investors.  By putting these qualifiers onto your lead list, you can create a database of investors that can be sorted based on their likelihood to invest in each type of transaction.

When you start making investor calls, keep detailed notes of the conversation.  Learn about prospective investors, what they like, what they are interested in, what their risk tolerance is, and if they are actively investing.  You can gather a lot of information by asking open ended questions and listening for ques.  For example, an investor may ask if you have hear of a recent technology or an oil and gas deal.  These types of questions will give you an idea about their interest and how they feel about certain types of transactions.  You will learn the most about an investor by engaging them in conversation, then listening.

Place the information you have gathered into your Accredited Investor Database.  You can use a sales tracking system or a robust excel sheet.  When you learn about your investors, you can create alerts and reminders to contact them if a particular opportunity arises.  This will save you time and money in the future, by allowing you to connect with prospects faster.   It can also save you time by telling you who not to call.  For example, if you contact an investor about an opportunity in consumer goods and they tell you they only like to invest in real estate, you can make a note to only call them about real estate transactions.  This prevents you from wasting time and making a potential investor angry.

When you have an investor on the phone, ask them if they know of anyone else that may want to learn about your private offering.  In other words – ask for referrals.  You may be surprised at how many people will be willing to share their excitement with friends and family.  If you ask for a referral during every interaction, you will build a larger Accredited Investor Database in no time.

For now, start by ordering your lead list from

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