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Capital Raising & Investor Lead Generation


Professional consulting experience for companies that include capital raising , business development, marketing, sales and investor and consumer lead generation.
  • Advisors, consultants and companies that have extensive experience in Capital Formation Structuring, Financial Modeling,  and Capital Raising Strategies.Provided services to over 234  securities engagements totaling $2,173,809,195 in capital raised.
  • Investor Lead Generation Programs
  • Regulation A+ Investor Lead Generation - Digital Marketing Campaigns that  include advertising, email, events, PPC,  public relations,  and social media.
  • Investor Roadshows
FINRA Broker Dealer Investor Lead Program
  • Investor lead generation program for FINRA registered retail broker dealers that are seeking additional investor clients.   
Early Stage Company Investor Lead Generation
  • Early stage companies find new sources of capital and investors that includes Angel, Accredited, Corporate Venture, Family Office, FINRA Registered Broker Dealers, Hedge Funds, and Private Equity.
  • Marketing system that focuses on generating a large number  of investor leads and combining this with negotiating a selling agreement with a FINRA Registered Broker Dealer with an experienced team of retail registered representatives. 
  • Strategies that include working with compliance officers in developing the documents and messaging to generate compliant online and offline investor leads.
  • The leads can be generated in a targeted geographical area so a rapport can be nurtured with the investors.  This is done by inviting investors to monthly investment seminars the company  produces or other events we partner with.

Capital & Investor Resources


  • Angel Investors
  • Angel Investor Groups
  • Corporate Venture
  • Family Offices
  • FINRA Broker Dealers
  • Hedge Funds
  • Investment Bankers
  • Media Funds
  • NIBA Association Broker Dealers
  • Private Equity Funds

Capital Raising & Investor Marketing Channels


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Capital Raising Services


  • Advisors
  • Capital Advisory Services
  • Business Plan
  •  Associations and Investment Groups
  • Capital Structuring
  •  Compensation Structuring
  • Capital Raising Planning
  •  Capital Raising Strategy
  • Capital Sourcing
  • Company Management Team Building
  •  Consulting
  • Corporate Finance
  • Deferred Compensation Structuring
  • Evaluate Financing Structuring Options 
  • Financial Projections
    • Review Financial Projections 
    • Enhance Financial Projections 
    • Improve the projections by identifying additional assumptions  
    • Compare key assumptions against external trends, benchmarks and competitive environments (started - on hold) 
  • Research and analyze competitive companies 
  • Financing Conferences and Events
  •  Financial PR
  • Hiring Finders
  • Investment Document Drafting and Research
  • Bank Escrow Agreement
  • Broker Dealer Agreement
  • Consultants Agreement
  • Executive Summary
  • Finders Agreement
  • Investment Summary
  • Investor Direct Mail Drip Campaign
  • Quick Look Summary
  • Private Placement Memorandum
  • Risk Factors
  • Selling Agreements
  • Syndication Agreement
  • Investment Document Drafting and Research 
  • Term Sheets
  • Underwriter Broker Dealer Agreement
  • Legal Referral
  • Marketing Presentations
  • Investor Booklets
  • Direct Mail
  • Multiple Capital Sourcing Strategy
  • Private Equity 
  • Qualified Investor Leads
  • Research
  • Script Writing
  • Syndication Wholesalers

​Investor Wealth Builders Events


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Polls of investors and investment professionals have been conducted to determine their ideal investment scenario. One of the common responses is the goal of achieving a double-digit total return in all economic environments. 
At the Investor Wealth Builders Series we are going to explore exciting Innovation and investment diversification through asset class selection.  
Our programming features innovative leaders in AI, Autonomous Vehicles , Blockchain,  Cryptocurrency, Cyber Security, Healthcare,  medical technology, Quantitative Funds, Robotics and Real Estate who will discuss what they do, and how to achieve in tech.
Who Should Attend?
This event is for high net worth, Family Office and accredited investors seeking to learn about investment opportunities and have capital allocation available to invest.

Document PDF (Click to Download)
iwbs_agenda_03-28-2017_10.pdf
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Location

171 Pier Avenue #449
​Santa Monica, CA  90405

Cannabis Investing Forum

The Cannabis Investing Forum is a news and event website researching and publishing information about the investor events focused on educating new and existing investors about the Cannabis, Hemp and CBD Industries and the diverse investing opportunities.
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  • Home
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  • 8-13-2022 CIF Los Angeles
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