Leadfins — 40 shown sales calls in 40 days, or we refund you

01 · The problem

Where your clients and investors come from today, and why none of it is predictable.

Most firms grow on the same 4 channels. All 4 share the same weakness: you do not control when the next client shows up.

Referrals & your network

Referrals or your own network are probably your main source of clients or investors today. The issue is those intros are not predictable. You do not control when they come, so nothing about them is recurring.

Manual outreach

Cold email and LinkedIn only work while you or someone on your team keeps sending every single week. The moment you stop, the meetings stop with you.

Events & dinners

Conferences create good conversations, but a good conversation is not a booked meeting. Most of them end with a business card and no next step.

Buying leads

Most agencies send you a list of names and let you sort them. You pay for volume, then spend your own time finding out most of those people were never going to invest.

02 · How it works

How we get someone who has never heard of you onto a call with you, interested.

We define your target

We build

We optimize

Step 1 · Days 1–5

We look at exactly who you want to get.

First we get clear on the type of investor or prospect you are looking for: check size, profile, what they care about. Then we go through your past sales calls, pull the exact phrases your best clients use, and write your message in their words instead of ours.

Your sales calls reviewed, winning language pulled out
We find the exact step where people drop off today
Your message written in your investors' own words

Step 2 · Days 6–20

We build the entire funnel.

We build every piece: the page they land on, the video that explains your offering, the application that screens them, and the follow-up that keeps them warm. By the time someone books, they already understand what you do and they fit your minimum.

A page and short application that filters out anyone who does not fit
A 12 to 18 minute video that explains your offering before any call
Ads that put your offering in front of people who have never heard of you
Tracking on every step, so we know exactly what is working
Email and text follow-up that reacts to what each person does

Step 3 · Ongoing

We keep replacing what stops working.

We do not produce a fixed set of ads and let them run. We keep making new ones and rotate them every few days, so when an ad stops performing we already have its replacement live. The budget moves to whatever is booking calls cheapest that week.

New ads swapped in every 3 to 4 days
We watch daily how many people see the ad, apply, and book
Follow-up changes based on what people actually click and watch
We only raise the budget when the numbers say it is working

03 · What you get

Everything we build for you to get those meetings.

You own all of it. If we ever stop working together, everything keeps running and it stays yours.

AFunnel

Your sales video: script written, filmed with you, edited by us
The page investors land on when they click your ad
A short application that screens for check size and fit
Booking calendar wired straight into the page
Short videos answering the questions people have before a call
A confirmation page that preps them for the meeting
Every word of copy on every page, written for you

BAds

The ads themselves, designed in your brand
Image and video versions of every winning angle
Targeting built around who your investors actually are
New ads swapped in every 3 to 4 days so results do not fade
Reminder ads for people who visited but did not book
Tracking installed so every booked call is traced to its ad
Reporting on booked calls, not clicks

CFollow-up & setters

Emails and texts that go out based on what each person did
A setter team that screens every booking before it reaches you
Calls confirmed by phone, not just by email
Extra touches in the 72 hours before each call so people show up
No-shows chased and rebooked for you
A pipeline where you see every booking in one place
Your numbers sent to you every single week

04 · Track record

The firms we have already done it for.

Multifamily syndication

200investor meetings booked

7 weeksto a full calendar

$2Min soft commitments

Private equity

10investor meetings booked

25qualified leads generated

3 weeksto the first results

B2B due diligence

25client meetings booked

2new deals closed

50qualified leads generated

"We were not sure at first because we had tried many other vendors. But Leadfins helped tremendously to bring us consistently qualified meetings."

From a client review · If we miss 40 shown calls in 40 days, we refund you. It is in the contract.

05 · Work with us

Two ways to work with us.

Same funnel, same team behind it. The only question is how hands-on you want us to be.

We build and run everything.

You give us about 3 hours in total. We handle the rest end to end, and you take the calls that land on your calendar.

Funnel pages, application and sales video, built and filmed with you
Ads designed, launched and rotated by us
Email and text follow-up written and running
Setter team screening every booking before it reaches you

Built with you

We build it with your team.

Weekly working calls where we build the same funnel side by side with your team, so it runs in-house and your people know how to keep it running.

The same funnel blueprint, built together step by step
Our templates for the pages, the video script and the ads
Weekly calls plus direct access between them
Our review on everything before it goes live

Book a 30-minute call

06 · Run your numbers

What your ad spend could bring back.

One input, the monthly ad budget. The numbers below come from the campaigns we run today.

Monthly ad spend $6,000 /mo

$2,000$30,000

Booked meetings / mo40

New investors / mo4

Capital raised / mo$400,000

Compare that to your own network

Investors in your network You speak with per month

Your network's ceiling$2,000,000

Conversations run out in10 mo

Ads add in 12 months$4,800,000

Assumes a $100k average investment. Based on our live campaigns: about $150 of ad spend per booked meeting, roughly 1 in 10 meetings investing, and your network closing at the same rate.

07 · Questions

The questions we hear most often, answered straight.

Keep the referrals. This runs next to them and gives you a second source of meetings you can actually count on. When referrals slow down for a quarter, your calendar keeps filling anyway.

Most setups are a page and a contact form. We build the entire funnel: a video that explains your offering before the call, an application that screens people, ads replaced every few days, and follow-up that reacts to what each person does. The difference shows up in who actually turns up to the call.

Twice. The application asks about budget, timeline and fit before anyone can book. Then our setters screen each booking on a short call before it reaches your calendar. People who do not fit never get through.

One new client or investor at your average size usually covers the cost several times over. 40 shown calls is the floor we guarantee, not the ceiling.

If you do not get 40 shown calls inside the 40-day window, we refund you. You keep everything we built either way.

About 3 hours in total: 1 kickoff call, your feedback on the video script, and a filming session with our guidance. We handle everything else from start to finish.

40 shown sales calls in 40 days,
or we refund you.