Investor Capital Campaigns
Advisor-led capital raise campaigns with CRM use and accredited investor targeting.
- 500 phone call minimum, 25/day
- 30 lead guarantee per month
- $3k/m, $5k/m or $10k/m fixed
- No setup fees / no commissions
- In-person meetings on T&E
- Use of company-owned CRM
- 12 month, first 30 day out
Next step
Use the assessment form to capture goals, budget, current systems and urgency before a proposal is created.
PositionClick can structure services as fixed monthly, retainer, project, performance or hybrid models depending on fit.