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.
Investae is the All-in-One place for selling investments.
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.
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.
Our comprehensive learning center encompasses sales and marketing best practices helping to reach more prospects, build long-term relationships and sell more.
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.
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.
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.
A 10-slide presentation for face-to-face meetings
A one-page visual illustration of the investment offer
A one-page summary of the investment offer
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
A short animated video presentation of the opportunity to create curiosity
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
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
A one-page visual to highlight the quality of the offer
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
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.
Moscow office :
8/1 Office 493 – Moscow
London office :
9 Bolton Gardens, SW5 0DG, London
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