Full-Service Investor Marketing Campaigns
One team. Three channels. Qualified investor appointments on your calendar every week.
At JAD Enterprises, our full-service investor lead generation campaigns deliver a complete, done-for-you marketing system built to connect your investment offering with qualified accredited investors. Rather than piecing together vendors for ads, AI calling, live calling, and scheduling, our full-service campaigns combine every channel into one coordinated operation — managed entirely by our team in McKinney, Texas.
At $15,000 per month, this is our most comprehensive accredited investor marketing service. Every component works together: Facebook advertising generates opt-in leads, our AI calling platform makes first contact at a scale no human team can match, trained callers convert interest into conversations, and dedicated appointment setters fill your calendar with confirmed meetings. You receive new investor leads daily, tracked in real time through a shared Google Sheet.
If you are raising capital and need a predictable flow of accredited investor appointments without building an internal marketing team, this is the campaign built for that purpose.
What's Included in a Full-Service Campaign
Our full-service investor marketing campaign bundles four core services into a single monthly engagement. Each service operates simultaneously, feeding leads from one stage to the next so nothing falls through the cracks.
These four services run in parallel, creating a multi-touch investor marketing campaign where each channel reinforces the others. An investor who sees your Facebook ad, takes an AI call, and then speaks with a live caller who understands your offering is far more likely to commit to an appointment than one contacted through a single channel alone.
How Our Full-Service Campaign Works
Every full-service investor lead generation campaign follows a proven seven-step process. This workflow has been refined across hundreds of capital raise campaigns to maximize the number of qualified investor appointments delivered each month.
Consultation & Kickoff
You complete the Call Campaign Intake Form and meet your representative by phone or video. Before anything launches, our team understands your offering — asset class, structure, minimums, and exactly how you want it presented.
Social Ads Generate Opt-In Leads
Facebook advertising campaigns launch, designed to capture opt-in leads. These are investors who voluntarily submit their contact information because they want to learn more about opportunities like yours. Opt-in leads represent the highest-intent prospects in our system.
AI Voice Agents Qualify at Scale
At the same time, your custom AI agent begins its calling wave — 20,000 calls per month into targeted accredited investor lists, 30 calls in parallel. Every conversation is scored, surfacing genuinely interested investors at a scale no human team can match.
Live Callers Work the Best Leads
Our live callers go to work with priority on the warmest prospects first — investors who expressed interest on an AI call or opted in through a Facebook ad. Callers also work through cold call lists from our investor database to widen the pipeline.
Follow-Up Calls to Interested Investors
After each call where an investor expresses interest, our team sends your offering materials right away, then a second caller circles back. The follow-up confirms the investor reviewed the materials, answers basic questions, and gauges readiness for a direct conversation with you.
Calendar Appointments Set for You
Investors who confirm interest are scheduled directly onto your calendar. Our appointment setters handle the logistics — finding a time that works, sending calendar invitations, and confirming the appointment details. You receive a notification with the investor's information and any notes from the calling team.
New Investor Funds
You take the appointment, present your offering, and close the investment. Many clients run continuous campaigns month after month — the system is built to sustain and increase deal flow over time, not produce a one-time burst of activity.
Facebook Lead Generation
Our Facebook advertising component is built specifically for investor marketing campaigns. Unlike generic social media agencies, we understand the compliance environment, audience behavior, and creative approaches that work for investment offerings.
Ad Creative and Formats
We produce both video and graphic advertisements tailored to your investment type. Video ads tend to perform well for offerings that benefit from explanation — real estate developments, fund structures, or opportunities with strong visual components. Static graphic ads work effectively for straightforward offerings where the key terms (asset class, target return, minimum investment) drive the click.
Campaign Structure: Generic and Custom
Every full-service campaign includes two types of Facebook campaigns running simultaneously:
- Generic campaigns target broad accredited investor audiences using demographic, interest, and behavioral filters. These campaigns cast a wide net to identify new prospects who have not previously encountered your brand.
- Custom campaigns use your existing investor lists, website visitors, and CRM data to build lookalike audiences on Facebook. These audiences share demographic and behavioral traits with your best existing investors, which consistently produces higher conversion rates and lower cost per lead.
Audience Targeting and Optimization
We layer multiple targeting criteria to reach the right investors: income and net worth indicators, investment interest categories, geographic targeting by state or metro area, and behavioral signals that correlate with active investment activity. As the campaign runs, we continuously refine these audiences based on which segments produce the most appointments — not just the most clicks.
Geographic and Timing Optimization
Our campaigns leverage performance data from top-performing zip codes and optimal ad delivery times. If your offering appeals to investors in specific regions, we weight budget allocation accordingly. Ad scheduling ensures your budget is spent during the hours when accredited investors are most likely to engage, which reduces wasted spend and improves lead quality.
AI Calling
AI calling is the volume engine of the campaign. A custom-built AI agent makes professional first contact with thousands of accredited investors every month, identifies genuine interest, and hands the warmest conversations to our live calling team — powered by the same platform behind more than 8.6 million investor calls.
A Custom AI Agent, Built for Your Offering
Your campaign includes the creation of a dedicated AI agent trained on your specific offering — asset class, structure, minimums, and key differentiators. The agent introduces your opportunity naturally, answers common first questions, and stays inside the compliance guidelines you set. Learn more on our AI Calling page.
20,000 Calls Per Month
Every month your AI agent places 20,000 calls into targeted accredited investor lists from our proprietary database. That volume generates a steady, measurable flow of interested prospects — at a pace no human calling team could match on its own.
Lead Scoring and Instant Handoff
Every conversation is logged, transcribed, and scored. Investors who express interest are routed to our live callers as priority contacts — often the same day. Your calling team never wastes a dial on an uninterested prospect, because the AI layer has already done the sorting.
Proven at Scale
Our AI calling platform has been refined across millions of investor conversations. Call pacing, time-of-day optimization, and list refinement all improve automatically as your campaign runs, so month two consistently outperforms month one.
Outbound Calling
Outbound calling is where digital engagement becomes real conversation. Every Facebook opt-in and every interested AI-call result is followed up and called by a live caller. Our calling team bridges the gap between an investor clicking on an ad or taking an AI call and that same investor sitting across the table from you discussing terms.
Consultation and Intake Process
Before a single call is made, we conduct a detailed consultation via our Intake Form. This process covers everything our callers need to represent your offering accurately: the asset class, investment structure, target returns, minimum investment amount, timeline, and key differentiators. Our callers are not reading a generic telemarketing script. They are prepared to have an informed introductory conversation about your specific opportunity.
Caller Training and Preparation
Our callers familiarize themselves with your offering materials, pitch deck, and any compliance guidelines you provide. They understand the basics of your investment well enough to answer common first-round questions and, just as importantly, they know when to defer a question to you rather than speculate. This balance of knowledge and restraint builds credibility with investors during that critical first contact.
Lead Prioritization: Warm First, Then Database
Callers work through leads in a deliberate priority order:
- 1 Facebook opt-in leads — investors who voluntarily submitted their information. These are the warmest prospects and receive calls first.
- 2 AI call engagers — investors who answered an AI call and expressed interest in learning more. Their conversation is scored and logged before a live caller ever dials.
- 3 Cold calls from our database — supplemental outreach to accredited investors in our proprietary database who match your offering's target profile but have not yet engaged with your digital campaigns.
Post-Call Follow-Up
After every call where an investor expresses interest, our team sends an introductory email with your offering materials. This is not an automated blast — it is a timely, personalized follow-up that references the conversation the investor just had. This combination of phone and email reinforces your opportunity and gives the investor a clear next step.
Real-Time Reporting
Every lead, call outcome, and follow-up action is logged in a shared Google Sheet updated in real time. You can see exactly what is happening in your campaign at any moment — who was called, what they said, whether they received materials, and whether they are scheduled for an appointment.
Appointment Setting
Appointment setting is the final and most critical stage of the campaign. This is where expressed interest becomes a confirmed meeting on your calendar with a qualified investor.
Dedicated Second Caller
Our appointment setting function uses a dedicated second caller, separate from the initial outbound caller. This two-caller approach serves a specific purpose: the second call feels like a natural progression rather than a repeat sales contact. The appointment setter confirms that the investor received and reviewed your materials, addresses any preliminary questions or hesitations, and proposes a specific time to speak with you directly.
Handling Objections and Reservations
Not every interested investor is ready to commit to an appointment immediately. Our appointment setters are trained to understand common reservations — timing concerns, questions about minimum investment amounts, desire to review materials more thoroughly — and respond appropriately. The goal is never to pressure an investor into a meeting they are not ready for. It is to remove friction and make it easy for genuinely interested investors to take the next step.
Calendar Management
Confirmed appointments are scheduled directly on your calendar with all relevant details: investor name, contact information, investment interest level, and any notes from the calling team. You walk into every appointment with context about the investor and their level of engagement with your campaign.
Rescheduling Missed Appointments
Missed appointments happen. When an investor no-shows or needs to reschedule, our appointment setter follows up promptly to rebook. This persistence recovers a significant number of appointments that would otherwise be lost, and it signals to the investor that the opportunity is worth their time.
What to Expect: Concrete Campaign Results
We believe in setting clear expectations. Here is what a typical full-service investor lead generation campaign delivers.
New Leads Per Day
Delivered to your shared Google Sheet with detailed notes, updated in real time every business day — plus an additional 2 to 4 leads per day from the AI caller who are interested and qualified for a later date, building your pipeline for the months ahead.
Appointments Month 1
Confirmed investor appointments on your calendar. The first month involves audience testing, caller ramp-up, and list optimization.
AI Calls Per Month
A custom AI agent makes professional first contact at scale, scoring interest and feeding warm prospects straight to live callers.
Step Process
Proven workflow refined across hundreds of capital raise campaigns to maximize qualified investor appointments.
Growth in Month Two and Beyond
Appointment volume increases in the second month and beyond as the campaign matures. Facebook audiences optimize based on conversion data, AI call lists are refined to focus on the most responsive segments, and callers develop deeper familiarity with your offering. Clients who maintain campaigns beyond the initial month consistently see improved results as these compounding effects take hold.
Direct Communication with Your Calling Team
You have direct contact with the callers working your campaign. This is not a black-box service where you submit a ticket and wait for a response. If you need to update your pitch, adjust your target investor profile, or provide feedback on appointment quality, you communicate directly with the people making the calls.
Why Full-Service: The Value of an Integrated Campaign
One Team, One Strategy
When your Facebook ads, AI calling, live outbound calling, and appointment setting are managed by the same team, every component is aligned around the same goal: getting qualified investors on your calendar. No finger-pointing between vendors, no data silos, and no leads lost in handoffs.
Cost Efficiency at Scale
Running the four components through separate providers would cost $18,500 or more per month — and produce worse results due to coordination overhead. The full-service package delivers everything for $15,000 per month, a $3,500 monthly saving. Our full-service model keeps cost per lead down by using strategic digital platforms for top-of-funnel volume while reserving human callers for the high-value middle and bottom of the funnel.
Built for Capital Raises
JAD Enterprises is not a general marketing agency that happens to accept investment clients. JAD Enterprises exists specifically to generate accredited investor leads and set appointments for capital raises. Every process, tool, and team member is optimized for this single purpose.
Proven Multi-Channel Approach
Investors today do not respond to a single touchpoint. They need to see your opportunity across multiple channels before they engage. Our full-service campaign ensures that an investor encounters your offering through social media, AI calling, and direct human phone contact — each reinforcing the others.
Full-Service Campaign Pricing
Full Service Campaign Package
$15,000/month
| Dedicated Caller | $5,000 |
| Facebook Marketing | $7,500 |
| AI Agent Creation | $2,500 |
| AI Calling Platform Fee | $500 |
| 20,000 AI Calls | $3,000 |
| Total Value | $18,500 |
| Package Price | $15,000/mo |
You save $3,500 every month.
Everything included — Facebook advertising, 20,000 monthly AI calls, live outbound calling, appointment setting, and real-time Google Sheet reporting. No hidden fees, setup charges, or per-appointment surcharges. Facebook ad spend is included.
Frequently Asked Questions
How quickly does the campaign start producing leads?
What kind of investment offerings work best with this campaign?
Do I need to provide my own investor lists for the AI calling component?
How is the $15,000 monthly investment structured?
Can I see the results of my campaign in real time?
What happens if an investor misses a scheduled appointment?
How long should I plan to run the campaign?
Schedule a Consultation
Ready to discuss your offering and learn how our full-service campaign can support your capital raise? Book a meeting directly on our calendar.
Contact Us Directly
Interested in learning more about how you can utilize our full-service campaigns? Contact us today and we will set up a customized plan.
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Ready to Fill Your Calendar with Investor Appointments?
Our full-service campaigns deliver qualified accredited investors directly to your calendar. Complete the Call Campaign Intake Form so your team can hit the ground running, or get a quote first.