Build A Repeatable Investor Outreach System For Your Small Business Raise
Financely builds investor search, mapping, CRM and outreach infrastructure so small business owners can pitch their opportunity directly. We use AI search, public-source data collection, compliant prospecting, cold email outreach, outbound calls and CRM setup to create a working investor funnel around your raise.
Best fit: small businesses with a clear raise, professional pitch materials, defined investor target, credible use of proceeds and a founder or sponsor ready to speak directly with interested investors.
Need investors found, mapped and organized?
Submit your pitch deck, raise amount, investor profile, sector, geography and current outreach status.
Pricing
The setup fee covers investor targeting, investor mapping, CRM setup, data sourcing, outreach workflow design, cold email campaign setup, outbound call workflow and intro-routing process.
- Investor profile and target list strategy
- AI-assisted investor search
- Public-source scraping and data enrichment where permitted
- CRM pipeline setup
- Cold email outreach system
- Outbound call workflow
- Investor response tracking
- Intro routing so the client can pitch directly
The monthly maintenance fee keeps the funnel active during an ongoing raise. Financely updates investor lists, cleans data, monitors CRM movement, refreshes outreach sequences and supports follow-up discipline.
- Investor list refresh
- New data sourcing and enrichment
- CRM hygiene and pipeline updates
- Email sequence updates
- Follow-up tracking
- Outbound call list updates
- Investor response routing
- Monthly funnel reporting
90-day refund guarantee: if Financely does not deliver the agreed investor map, CRM setup, outreach workflow and campaign infrastructure within 90 days after receiving the required client materials, the setup fee is refundable under the engagement terms. The guarantee does not promise investor investment, investor meetings, investor approval or funding.
How We Do It
Investor Discovery
We use AI-assisted search to identify investor categories, comparable backers, sector investors, geography-specific capital sources and likely investor profiles for the client’s raise.
Scraping And Enrichment
We collect public-source investor data where permitted, enrich contact fields, remove weak matches, flag relevance and create a segmented investor map.
Pipeline Setup
We set up the investor CRM with stages, tags, contact records, notes, follow-up tasks, outreach status, meeting status and pitch-routing workflow.
Cold Email Outreach
We prepare cold email sequences, subject lines, follow-up logic, personalization fields, suppression lists and tracking fields for investor outreach.
Outbound Call Workflow
We build the outbound call list, call notes framework, voicemail script, call disposition fields and callback process for investor-facing outreach.
Client Pitch Handoff
When an investor responds or requests more information, we route the introduction so the client can pitch the opportunity directly.
Investor Categories We Can Map
Investor Funnel Deliverables
| Deliverable | What Financely Builds |
|---|---|
| Investor Profile | Target investor definition based on sector, raise amount, geography, check size, investment type, stage, risk profile and likely fit. |
| Investor Map | Segmented investor list with names, categories, thesis fit, geography, contact status, source notes and outreach priority. |
| Data Sourcing | AI-assisted search, public-source scraping where permitted, data enrichment, contact validation and weak-match removal. |
| CRM Setup | Pipeline stages, investor records, custom fields, tags, tasks, notes, outreach status, follow-up reminders and intro routing process. |
| Cold Email System | Email sequences, personalization logic, follow-up steps, opt-out language, suppression process and response tracking fields. |
| Outbound Call System | Call lists, call script, voicemail script, disposition tracking, callback reminders and meeting handoff process. |
| Intro Routing | Interested investor routing process so the client can send the pitch deck, hold the call and present the raise directly. |
| Monthly Maintenance | Investor list refresh, CRM hygiene, campaign updates, follow-up tracking, reporting and pipeline improvement during ongoing raises. |
Best-Fit Raises
Owner-Led Raises
Suitable for operating companies where the founder or owner wants a structured investor outreach system and can pitch directly once investor interest is created.
Buyer-Led Capital Raises
Useful for buyers raising equity, seller bridge capital, acquisition capital or investor backing for a business purchase.
Expansion Capital
Built for businesses raising capital for working capital, equipment, inventory, receivables, hiring, contract delivery or commercial expansion.
Want a working investor outreach system?
Send your pitch deck, raise amount, investor target, sector and current investor list if you have one.
Process
Raise Intake
We review the business, raise amount, investor type, sector, geography, pitch materials, current investor list and target outcome.
Investor Targeting
We define the investor profile, priority segments, exclusion rules, outreach geography, check size fit and target investor categories.
Investor Map Build
We use AI-assisted search and public-source data collection to build the investor map and clean it into CRM-ready records.
CRM And Outreach Setup
We set up the CRM, outreach sequences, call workflow, tags, reminders, status tracking and intro handoff process.
Campaign Launch
We launch the outreach workflow, track responses, clean bounced contacts, monitor replies and route interested investors to the client.
Monthly Maintenance
For ongoing raises, we maintain the funnel for USD 5,000 per month, including list refresh, CRM hygiene, follow-up tracking and reporting.
What The Client Needs To Provide
Investor Materials
- Pitch deck or memo
- Business summary
- Raise amount
- Use of proceeds
- Investor terms where available
Investor Fit
- Preferred investor type
- Target geography
- Minimum check size
- Excluded investor types
- Existing investor list if available
Campaign Readiness
- Founder email identity
- Calendar link
- Call availability
- CRM access or preferred CRM
- Pitch call owner
Frequently Asked Questions
What is the setup fee?
The setup fee is USD 10,000. It covers investor targeting, investor mapping, CRM setup, outreach workflow, cold email setup, outbound call workflow and intro-routing infrastructure.
What is the monthly maintenance fee?
The maintenance fee is USD 5,000 per month for ongoing raises. It covers list refresh, CRM hygiene, campaign updates, follow-up tracking, response routing and monthly funnel reporting.
What does the 90-day refund guarantee cover?
The guarantee covers delivery of the agreed setup assets. If Financely does not deliver the agreed investor map, CRM setup, outreach workflow and campaign infrastructure within 90 days after receiving the required client materials, the setup fee is refundable under the engagement terms.
Does Financely pitch investors for the client?
The service is designed to help clients pitch directly. Financely builds the investor map, CRM, outreach funnel and intro-routing system so the business owner or sponsor can present the opportunity.
Does this guarantee investor meetings or funding?
No. The service builds and runs the outreach system. Investor response, investor meetings, investment decisions and funding depend on the opportunity, market conditions, investor fit and the client’s pitch.
Is outreach handled in a compliant way?
Outreach is built around suppression lists, opt-out handling, reasonable targeting, recordkeeping and jurisdiction-aware controls. Clients remain responsible for the accuracy of their pitch and compliance with applicable investor solicitation, email, privacy and telemarketing rules.
Request The Investor Funnel Setup
Submit your pitch deck, raise amount, investor target, sector, geography, current investor list and CRM preference. Financely will prepare the setup scope and next steps.
Request Investor Funnel SetupImportant notice: Financely provides investor research, investor mapping, CRM setup, outreach infrastructure and intro-routing support. Financely does not guarantee investor responses, investor meetings, investment commitments, funding, securities compliance or closing. Financely does not provide legal, tax, accounting or securities advice. Clients remain responsible for their pitch materials, investor communications, securities compliance, offering rules, email compliance, privacy compliance, telemarketing compliance and any required legal review. The 90-day refund guarantee applies only to the agreed setup deliverables and is subject to the engagement terms, timely client cooperation and receipt of required materials.