Generate Qualified Leads for Alternative Investments

We build campaigns for real estate syndications, private equity funds, oil and gas investments, precious metals, structured notes, digital assets, and any other alternative investment product targeting accredited investors. If you have a compliant offering and a defined investor profile, we can build a campaign for it.

Alternative investment leads targeting accredited investors typically cost $50–$200 per lead and $500–$1,000 per booked appointment. These are higher than standard financial product campaigns due to the smaller, more selective audience, but the economics work strongly in favor of sponsors and advisors given the typical deal size and commission structure.

We use Facebook and Instagram’s income, net worth, and financial behavior targeting signals combined with lookalike audiences built from your existing investor base. We also use interest-based targeting around investing, real estate, and wealth-building topics. Every funnel includes a pre-qualification step where leads self-certify their accredited investor status before booking a call.

Yes, we have experience building campaigns for Reg D and Reg A+ offerings. We build appropriate disclaimers and pre-qualification steps into every funnel. We recommend you work with your securities counsel to confirm any specific advertising restrictions for your offering type.

Absolutely. Many of our clients are financial advisors who allocate a portion of client portfolios to alternative investments and want to attract more clients specifically interested in this asset class. We build campaigns that attract investors who are already alternative-investment-curious, making the advisor’s job significantly easier.

Purchased lists are cold, unengaged, and often outdated. Our campaigns generate warm inbound leads, people who saw your specific message, found it compelling, and raised their hand to learn more. Our clients consistently see higher show rates and close rates compared to outbound cold approaches.