Frequently Asked Questions

We use a multi-channel approach: social media ads to high-net-worth audiences, survey opt-ins, fronted leads from brokered opportunities, and proprietary datasets (business ownership, voter registration, and property records in affluent ZIP codes). All real-time leads are phone-verified by our Dallas-based team.

Surveyed Leads (2–14 days, $5 each) — fresh, phone-verified accredited investors actively seeking opportunities. Fronted Leads (6–12 months, $0.50 each) — previously broker-qualified and re-verified before delivery. Dialer Leads (1–4 years, $0.05–$0.25 each) — older, cleaned lists ideal for dialer campaigns.

We confirm accreditation, verify responsiveness, and ask about profession, investment history, and ability to fund within approximately 30 days. We don't assign dollar amounts because allocations vary by sector.

Every order is cross-checked against prior sales to prevent duplicates. Disconnected, invalid, or non-accredited contacts are replaced. Exclusivity is available on request and included with custom campaigns.

Most lists are delivered within 1 hour of payment during business hours. Campaign-generated leads flow in real time via email or shared Google Sheets.

Standard delivery is Excel; CSV or PDF is available on request.

Name and phone are standard; when available we include email and mailing address or state. We can filter for cell-only, email-required, or full-address leads.

Yes — CRM-ready files for Salesforce, HubSpot, Zoho, and more, plus live Google Sheet feeds for shared visibility and integrations.

A $14,000/month program combining large-scale investor email outreach, Facebook/LinkedIn ads, outbound calls, intro emails, and structured follow-ups. We book calendar-ready investor appointments so you focus on closing.

A dedicated caller typically generates 4–6 qualified leads per business day with real-time notes. Most clients see approximately 15–20 investor appointments in month one, increasing as the pipeline matures.

Caller campaigns usually launch within 1–2 business days if a caller is available. Social campaigns typically produce first leads within 24–48 hours.

We pre-qualify against accredited-investor criteria and follow SEC guidelines. No provider can guarantee precise net worth; we disclose verification steps and provide replacements where applicable.

Yes. Real-time and opt-in lead generation campaigns are DNC-safe, and we can provide business-owner leads that are DNC-exempt.

We replace disconnected, non-accredited, or invalid contacts. For email lists, bounced emails are replaced as well.

You'll have direct access to your campaign representative and (if purchased) your caller, real-time reporting via Google Sheets, and responsive replacements or campaign adjustments.

Yes — filters include state, city, ZIP, net-worth tiers, industries (real estate, oil & gas, private placements, metals, crypto), and business ownership.

Absolutely. We build tailored lists to match specific regions, sectors, or liquidity signals.

We invoice via QuickBooks and accept credit/debit cards, ACH, wire transfers, and checks.

No. Due to generation costs, payment is required in full before delivery.

We guarantee quality, accuracy, and replacements. Fundraising outcomes depend on your offer, terms, and follow-through.

Lists may be resold over time, but custom campaign leads are exclusive to you.

Yes — we can cross-reference your suppression or internal DNC lists to ensure fresh, unique contacts.

JAD doesn't just sell lists — we deliver complete, custom lead generation solutions. Our services span social media campaigns, outbound calling, and email marketing, all focused exclusively on accredited investors. Every lead goes through a hands-on verification process, including phone confirmation and income qualification checks, so you receive contacts that are both accurate and investment-ready.

Unlike bulk list sellers, our Dallas-based callers speak directly with Real Time Leads every day. Each record is verified for live phone connectivity and name accuracy, so you're not chasing dead numbers. With our sole focus on accredited investors, we provide sharper targeting and higher lead quality than generalist providers.