Accredited Investor Caller Services
Dallas-based callers dedicated to your campaign, delivering qualified accredited investor leads every business day.
Connecting with accredited investors takes more than a list and a dialer. It takes trained professionals who understand alternative investments, know how to earn trust on a first conversation, and can consistently deliver qualified prospects ready to hear your pitch. At JAD Enterprises, our investor cold calling services are built from the ground up to do exactly that — putting your offering in front of the right people, every single business day.
Whether you are raising capital for a real estate syndication, a private equity fund, a Regulation D offering, or any other alternative investment, our Dallas-based callers become an extension of your team. We handle the outreach, the conversations, and the follow-up so you can focus on closing deals.
Caller Services Pricing
Consultation
One-Time Fee
Waived with campaign signup
- Call Campaign Intake Form
- Material review & strategy call
- Meet your assigned caller
Call Campaign
Per Caller / Per Month
80-120 qualified leads/month
- 40 hours/week, 20 business days
- 4-6 qualified leads per day
- All leads & expenses included
- Real-time Google Sheets reporting
- Introductory emails to every lead
- Direct access to your caller
Follow-Up & Appointment Setting
Per Caller / Per Month
Convert leads into meetings
- Daily follow-up calls
- Appointment booking on your calendar
- Prospect feedback relay
- Missed appointment rescheduling
- Post-interaction nurturing
How Our Caller Campaigns Work
Our accredited investor cold caller campaigns follow a structured, transparent process designed to get you on the phone with qualified prospects as quickly as possible.
Consultation & Intake
Complete our Call Campaign Intake Form detailing your investment offering, ideal investor profile, and preferred messaging. A JAD representative reviews your materials and schedules a phone or video meeting to align on how your opportunity will be presented.
Campaign Launch
Your campaign launches within one to two business days. Your assigned caller begins outbound calling to accredited investors Monday through Friday on a full 40-hour-per-week schedule across 20 business days each month.
Real-Time Lead Delivery
Qualified leads are delivered in real time through a shared Google Sheet. Every lead is visible the moment it is captured, giving you the ability to act on warm interest immediately.
Introductory Email Outreach
Every interested prospect receives a personalized introductory email reinforcing the conversation, providing key details about your offering, and keeping momentum between the initial call and your follow-up.
Follow-Up Coordination
Your caller determines the best follow-up time and days for each prospect, notes preferences and questions, and ensures nothing falls through the cracks. You have direct access to your caller's phone and email.
The consultation fee is $250, which is waived in full once you move forward with a calling campaign. There is no risk in getting started.
What's Included in Every Call Campaign
Our investor cold calling services are designed to be turnkey. When you sign up for a calling campaign at $5,000 per month per caller, everything you need is included.
All Leads & Calling Expenses Supplied
You do not need to source your own lists or pay for separate lead databases. JAD Enterprises supplies all accredited investor leads and covers all calling-related expenses with proprietary lead data curated for alternative investment outreach.
4 to 6 Qualified Leads Per Day
Each caller delivers between four and six qualified leads per business day — genuine conversations with accredited investors who expressed interest. That adds up to 80 to 120 qualified leads per month delivered directly to your pipeline.
Full-Time, Dedicated Calling
Your caller works a full 40-hour week, Monday through Friday, for 20 business days each month. This is not a part-time gig or a shared resource — your caller is focused exclusively on your campaign.
Real-Time Reporting via Google Sheets
Every lead, every note, and every follow-up detail is logged in a shared Google Sheet that updates in real time. Full visibility into your campaign's activity and results without waiting for reports.
Introductory Email After Every Call
Each interested prospect receives a professional introductory email immediately following the call, tailored to your offering as the first written touchpoint in the prospect's journey toward investment.
Direct Access to Your Caller
You receive direct access to your caller's phone number and email address. No support desk or account manager in between — just fast communication, real-time feedback, and seamless coordination.
Fast Campaign Launch
Campaigns launch within one to two business days after your consultation is complete. We move quickly because speed matters when you are raising capital.
Follow-Up & Appointment Setting
$2,500 per month per caller
Generating a lead is only half the equation. Converting that lead into a scheduled meeting is where deals move forward. Our Follow-Up and Appointment Setting service maximizes the return on every conversation your campaign generates.
Introductory Email Confirmation
Every prospect contacted during the initial calling campaign receives a follow-up introductory email ensuring they have your offering details and a clear path to next steps.
Daily Follow-Up Calls
Your caller reaches back out to interested prospects on a consistent daily schedule. Timing and frequency are based on each prospect's stated preferences, maximizing live conversations.
Appointment Booking
When a prospect is ready to take the next step, your caller books the appointment directly on your calendar. You receive a confirmed meeting with a qualified accredited investor.
Prospect Feedback & Relay
Your caller captures reservations, questions, and concerns from each interaction and relays them to you so you can tailor your follow-up approach accordingly.
Rescheduling Support
Missed appointments happen. Your caller proactively follows up to reschedule any missed meetings, keeping prospects engaged and your calendar full.
Post-Interaction Follow-Up
Even after the initial appointment cycle, your caller continues to nurture the relationship with additional follow-up support, ensuring no warm lead goes cold.
Why Our Callers Deliver Results
Not all outbound calling for investors is created equal. The difference between a campaign that fills your calendar and one that wastes your budget often comes down to a few critical factors.
In-House American Callers Based in Dallas
Every caller is based in our Dallas, Texas office. We do not outsource to overseas call centers or use contract workers. Our callers are full-time, in-house professionals who operate in a structured, supervised environment.
Deep Familiarity with Your Offering
Before your campaign launches, your assigned caller learns your investment offering inside and out — reviewing your materials, participating in your consultation, and preparing to speak with the same confidence and knowledge you would.
Accredited Investor-Specific Lead Data
Our leads are not pulled from generic directories or recycled consumer lists. JAD Enterprises specializes in accredited investor data, so your caller spends more time in meaningful conversations and less time chasing dead ends.
Transparent, Real-Time Reporting
Real-time lead delivery through Google Sheets gives you instant visibility into every qualified conversation. Track daily volume, review lead quality, and provide feedback without delay.
Built for Alternative Investments
Our team works exclusively in the accredited investor and alternative investment space. We understand the language, compliance considerations, and objections that come up with private placements, syndications, and fund offerings.
Caller Add-Ons
Expand your reach and generate additional engagement with targeted add-ons to supplement your outbound calling campaign.
Frequently Asked Questions
How quickly can my calling campaign start?
What types of investment offerings do your callers support?
How are leads delivered?
Do I need to provide my own lead lists?
Can I communicate directly with my assigned caller?
What is the difference between the Call Campaign and the Follow-Up and Appointment Setting service?
Are your callers reading from a generic script?
Explore Our Other Services
Pair your calling campaign with additional lead generation and marketing services.
Accredited Investor Leads
Verified lead lists: Real Time, Premium, and Dialer leads starting at 25 cents each.
Learn moreSocial Media Campaigns
Facebook and LinkedIn ads targeting high-net-worth accredited investor audiences.
Learn moreAI Calling Agent
AI voice agents that qualify investor lists at scale with natural conversations.
Learn moreVoicemail Drops
Ringless voicemail to thousands of accredited investors at $0.07 per drop.
Learn moreFull-Service Campaigns
Complete investor outreach combining ads, calling, follow-up, and appointment setting.
Learn moreNot sure what leads or services are the best fit? Take Our Quiz
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Start Connecting with Accredited Investors Today
Every day without a dedicated outbound calling campaign is a day your offering is not reaching the investors who need to hear about it. Schedule your consultation to learn how our Dallas-based callers can start filling your pipeline within days.