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Details - Information last confirmed on April 1, 2021

Have you heard of “CCaaS”?

Call Center as a Service.

For 26 years we have run investment brokerage companies raising over $100m+ for various companies in multiple verticals.

For the past 2 years we have built a company that does only 3 things:

1) We help companies apply for their Reg D 506(c) to raise unlimited capital.
2) We curate a list of accredited investors, we have almost 650,000 contacts.
3) We have a ten person call center that calls 800-1200 accredited investors daily to qualify them per each deal. We then pass on 2-4 investors, with audio of their confirmation of interest to learn about your deal, leads daily for your team to close

Our 506(c) filing service is $17,500 and takes approximately 2 weeks. Ask about our filing discount for those that commit to our CCaaS.

CCaaS Pricing:

Guarantee average 2-4 investors daily interested in investing $25,000+ as an initial investment.

1-month trial - $15,000/mo
3-month subscription - $12,000/mo
6-month subscription - $10,000/mo


What if I have a Reg D 506(c) already?
We love working with companies like you. We will review your pitch deck, design an opening marketing script and have a lead representative calling within a week or less.

If you have Reg A+ or Publicly traded company we have a few strategies for you to get started as well. Just ask me.

Can you work based on a performance fee?
We are not a broker/dealer. We are a marketing firm and avoid anything to confuse that position. Everything is simply work for hire or consultancy @$350/hour.

If I can't get someone back on the line what do I do?
Once you hire our call center any leads that you cannot reach for some reason, they will make sure to follow up with the lead on your behalf and schedule a firm appointment. When you hire our company we do our best to help you succeed.

What do I need to do for my back office?
There are a few things that will make full exploitation of your hard won leads beneficial to you: CRM system, an email service such as mail chimp, and a basic investor relations contact plan - 2 - 4 emails weekly, bi-weekly corporate update, and an SMS notification system. We have sever resources we can recommend.

Do you guarantee I'll raise the amount I am looking for?
While we cannot guarantee how much you will raise, what we do make sure is that you will average 2-4 leads daily, for each month we are hired, and that we constantly refresh our lists to find you the most eager investors. Plus we will share our best practices that have helped others in selling their business.

If you believe in your business, have something to offer and want to be fully capitalized during these times call me immediately. We have limited space available in our call center.

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Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness. This listing does not constitute an offer to sell, solicit or make an offer to buy an investment interest. Offers to sell, or the solicitation of offers to buy, any security can only be made through official offering documents, such as a subscription agreement and private placement memorandum.