AI Agent for Investor Outreach & Capital Raising
AI Agent for Investor Outreach & Capital Raising
Investor targeting needs scale and consistency. Financely’s AI Agent handles outreach end-to-end: building lists, managing campaigns, and running live dealrooms to drive investor interest. This is private markets execution—automated, optimized, and fully supported for a year.
What’s Included in Every Package
Every AI Agent package includes:
- Investor Persona Build and Segmentation
- CRM Setup (email, sequences, and pipeline management)
- AI Outreach Agent trained for investor targeting
- Custom Landing Page + Dealroom
- Compliance-Reviewed Messaging
- Monthly Reporting & Investor Engagement Tracking
- Dedicated Account Management for 12 Months
Choose Your Package
Starter — $65,000 USD
For first-time sponsors. Full AI Agent setup, CRM build, and outbound campaign to 1,000 pre-qualified investors.
Growth — $95,000 USD
Everything in Starter + enriched investor database (up to 3,000), multi-campaign support and advanced targeting.
Pro — $125,000 USD
Everything in Growth + AI call scheduling integration, investor response handling, and priority lead tracking.
Enterprise — $150,000 USD
Everything in Pro + VIP targeting, capital partner introductions, white-label portal, and quarterly optimization.
Book a Consultation or Pay By Wire to Get Started
Setup starts at $65,000 USD. Choose a tier and get live in weeks.
Book a Consultation Pay By WireGet Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Trade Finance
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestProject Finance
Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestAcquisitions
Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFor Banks
Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
