Cold Call Investors for Fundraising
Budget: £250 – £750 GBP
I have a database of former CFD-investment banking clients—people I advised about ten years ago who typically held sizable liquid portfolios. My goal now is to re-engage them and raise capital for a new private-equity opportunity I am launching.
What I need is complete call handling and direct sales support. You will pick up the phone, introduce the current venture, and move each conversation as far along the investment funnel as possible. Beyond the initial pitch, you’ll confirm their willingness to cooperate on the new investment, note any hurdles, and either secure a commitment or set firm follow-up steps I can close personally.
I will supply:
• The raw contact list and any historic notes I still have
• A detailed brief on the private-equity vehicle, including returns, structure, and compliance talking points
• A loose outline of my usual pitch so you can capture my tone
You will:
• Call through the list, maintaining concise notes in a shared sheet
• Identify each prospect’s appetite and readiness to invest
• Flag high-potential leads and arrange call-backs or direct transfers to me when they are hot
• Provide a short end-of-day summary of progress and next actions
Experience speaking to high-net-worth investors or in brokerage environments will be invaluable. If this sounds like a fit, let’s discuss volume, timelines, and how many conversions we can realistically target in the first sprint. I’m happy to answer any questions in chat before we start.
What I need is complete call handling and direct sales support. You will pick up the phone, introduce the current venture, and move each conversation as far along the investment funnel as possible. Beyond the initial pitch, you’ll confirm their willingness to cooperate on the new investment, note any hurdles, and either secure a commitment or set firm follow-up steps I can close personally.
I will supply:
• The raw contact list and any historic notes I still have
• A detailed brief on the private-equity vehicle, including returns, structure, and compliance talking points
• A loose outline of my usual pitch so you can capture my tone
You will:
• Call through the list, maintaining concise notes in a shared sheet
• Identify each prospect’s appetite and readiness to invest
• Flag high-potential leads and arrange call-backs or direct transfers to me when they are hot
• Provide a short end-of-day summary of progress and next actions
Experience speaking to high-net-worth investors or in brokerage environments will be invaluable. If this sounds like a fit, let’s discuss volume, timelines, and how many conversions we can realistically target in the first sprint. I’m happy to answer any questions in chat before we start.