Capital raising made easy for any financial firm
The online platform that provides your sales team with guidance, marketing tools, and ongoing support to help you reach the next level of capital raising.
In an overcrowded marketplace, it is becoming increasingly difficult to get investors’ attention. Investae is the first platform of its kind that helps you make the capital raising process easier and faster.
What would it take to improve your sales team’s performance?
Marketing tools to speed up investors’ decision processes and encourage them to commit.
Roadmap to success to smooth and facilitate the sales process.
Training sessions to help sales teams master the investment offer.
Ongoing support to help them overcome investors’ objections.
Regular feedback to keep motivation high.
Performance review to illustrate to you the accomplishments of each sales team member.
Access to new financial professionals who can sell the offer.
Investae has been featured in:
Investae is the All-in-One place for selling investments.
Guidance
Action Step Center
Every sales team needs guidance in the form of a structured sales process. This step-by-step navigation tool defines steps and milestones from prospecting to following-up, ensures the team consistency across their processes and gives them a huge advantage over those who wing it.
Cheat Page
The cheat page is a one-page document that gathers and summarizes all the essential information your sales team needs to know about your offer.
Including:
- Time needed to learn about the offer
- Criteria to evaluate the quality of your offer
- Key documents
- Key points
- Short pitch
- Long pitch
- What makes this offer a serious one
- Top arguments
- FAQ from investors
Learning Center
Our comprehensive learning center encompasses sales and marketing best practices helping to reach more prospects, build long-term relationships and sell more.
- Ready-to-use collaterals: email templates, scripts, examples, and models.
- Criteria to evaluate the quality of your offer
Ongoing support
Preparation Sessions
We offer sales and pitching preparation to clarify the goals of financial professionals, deal with potential stumbling blocks, and improve their performance with practical solutions.
Topics include:
- Understanding the market
- Practicing the pitch
- Practicing objections and tricky questions
- Role-play simulations
Objection Center
There is no magic formula to turning a prospective investor’s “no” into a “yes”. However, knowing how to recognize and overcome objections is the most effective route to increase your chances of your prospective investor saying “yes”.
We create and animate a dedicated forum where each member of your sales team can add the objections they have been faced with and get the response to them, as well as learn how to respond to other possible objections.
Monthly One-On-One Session
Our professionals hold monthly individualized sessions with each user of the platform, where they provide insights about capital raising, define the goal of each sales team member, cope with challenges they have faced, and answer all questions. This will help handle any situation, keep selling motivation high and deal with prospects with renewed confidence.
Marketing tools
You will be provided with educational tools, prospection tools, as well as follow-up tools.
Each piece of marketing material is fully customizable so you can adapt it to your needs and include your logos and branding.
Prospecting tools
10 slides
A 10-slide presentation for face-to-face meetings
Infographic
A one-page visual illustration
of the investment offer
One page
A one-page summary
of the investment offer
Cheat page
A one-page summary of everything
distributors need to know before
distributing an offerr
Email introducing the opportunity
An email with a presentation
of the investment offer
to get prospects interested
Video Explainer
A short animated video presentation
of the opportunity to create curiosity
Follow-Up tools
Ready-to-use webinar
Instructions for how to organize and
conduct the presentation of the offer
Top 10 reasons
A one-page summary of the Top 10
reasons why prospects should invest
Email to convince the indecisive
The second email that supports the first
one to remove investors’ doubts
Email to answer objections
The third email to give a reason to
invest that prospects simply can’t refuse
Email calling upon action
The last email helps to push
prospective investors into action
Insights video
A 5-minute video interview of the main
team members to reassure investors
Regular synthetic news
Summaries of news articles related
to the investment offer
Educational tools
Comparison table
A one-page visual to highlight the quality
of the offer
Worst-case scenario
A one-page document considering
the worst possible investment outcomes
Educational white paper
A visualized glossary of key terms
Overview of the industry
A document that will give more insight into the industry of the investment opportunity
FAQ video
An animated video in the form
of questions & answers to remove investors’ doubts
White Label Platform
You can get your dedicated and white labelled platform that will assist your own sales team to sell your own products.
Schedule a free tour of Investae platform.
As allocations of investors grow, alternative investments play an increasingly critical role in portfolios. Investae is a boutique investment firm specialized in alternative investment. We strive to bring to family offices, placement agents, financial advisors, wealth advisors, best-in-class ideas for the portfolio of their clients.
Office
Moscow office :
Presnenskaya Embankment
8/1 Office 493 – Moscow
Tower
London office :
9 Bolton Gardens, SW5 0DG, London
Reach us
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