Investor Relations Services
Investor Relations SERVICES
Your Companies Complete IR Services Starts Here
What We Do
Outbound Lead Gen & Appointment Setting
Multi‑channel campaigns (email, phone, LinkedIn) that place qualified investor meetings on your calendar. We build lists, craft messaging, run outreach, and hand off cleanly to your team.
IR Support
Investor update emails, roadshow scheduling, event follow‑ups, CRM hygiene/reporting. We act as surge capacity for your IR function.
Sales System Build‑Out
Scripts, cadences, dashboards, and SOPs so you can scale internally. We’ll hand you the playbook and train your team.
White‑Label Phone Room
Your brand, our operators. We run a dedicated book‑of‑meetings program behind your existing compliance and materials.
Who We Help
Emerging PE/VC & hedge funds (typically < $250M AUM) · RIAs running private placements · Reg A/CF issuers · Small‑cap public IR teams · Placement agents · Family offices raising co‑invest
Outcomes We Own
Booked qualified meetings: Decision‑makers or direct influencers who match your ICP and confirm a near‑term need to add investor conversations.
Predictable velocity: Clear weekly targets and reporting across delivered → replies → booked → show → qualified.
Compliant handoff: We use only your approved materials and never pitch securities.
Pilot SLA: 10 qualified meetings in 30 days.
Targets: ≥ 70% show rate · ≥ 70% of shows meet qualification criteria.
Investor Pipeline, On‑Demand
We book qualified LP/HNW conversations for funds and issuers — without you hiring an SDR team.
[Book 15‑min Intro] · [Get Pricing]
Compliance & Boundaries
Freelance Sales Teams provides marketing and investor‑relations support services only. We do not:
solicit or recommend securities;
provide investment advice;
accept transaction‑based compensation; or
handle investor funds.
All investment materials, suitability, and subscriptions are handled by your licensed personnel or agents. We work strictly from client‑approved, compliance‑vetted content and maintain clear handoffs.
Blog News
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FAQs