Investae Pro Offer

Get your own fully branded custom-built platform

  • 990 per month

      • Unlimited number of investment products
      • Unlimited number of users
      • Preparation of the platform
      • Your branding
      • IT support
      • Tutorial "How to make the best use of your platform"
      • Live support
      • Mobile friendly
  • FREEMIUM

      • One investment product
      • Unlimited number of users
      • Preparation of the platform
      • Your branding
      • IT support
      • Tutorial "How to make the best use of your platform"
      • Live support
      • Mobile friendly

What are the tools for?

Preparatory tools

  • Cheat page

    one-page summary of everything distributors need to know before distributing an offer

  • Preparation session 1 (Overview of the offer)

    educational session to get an overview of the market and an insight into the investment offer

  • Preparation session 2 (Pitching)

    educational session to be better prepared to pitch the offer

  • Preparation session 3 (Objections and tricky questions)

    educational session to identify and easily resolve most of your prospect’s objections

Prospecting tools

  • Video presentation

    short animated video presentation of the opportunity to create curiosity

  • 10-slide presentation

    10-slide presentation for face-to-face meetings

  • One-page summary

    one-page of the investment offer

  • Infographic slide

    one page visual illustration of the investment offer

Educational tools

  • Video "Glimpse into the company"

    oset of images providing an indication of the opportunity

  • Video "What if"

    animated video in the form of questions & answers to remove investors’ doubts

  • Educational white paper

    visualized glossary of key terms

  • Worst-case scenario

    one-page document detailing the worst possible investment outcomes

  • Comparison table

    one-page visual to highlight the quality of the offer

Follow-up tools

  • Top 10 reasons to invest

    one-page summary of the top 10 reasons why prospects should invest

  • Video Interview

    5-minute video interview with the main team members to reassure investors

  • 3 synthetic news

    summaries of news articles related to the investment offer

  • Why is it safe to invest?

    one-page document on investor security

  • How the offer fits in your allocation?

    document explaining why the investment should be included in the portfolio of your prospect

  • Ready-to-use webinar

    instructions on how to organize and conduct the presentation of the offer

  • 20 follow-up emails

    emails to introduce the opportunity, reassure investors, remove any doubts and to further follow-up with prospects

Request a free assessment of your marketing tools