#1 Investor Relations Marketing Agency: 1,000+ Assets Created, $1 Billion+ in Transactions Closed, and Host of 30 Investor Events a Year
» DURING ONBOARDING
This service is available as part of the Pitch Optimization Program.
That is professional, polished, and conveys a serious venture feeling.
- Does your logo look professional and thoughtful?
- Does it explain what you do AND why an investor should work with you?
- Is your imagery compelling?
This service is available as part of the Pitch Optimization Program or à la carte.
An excellent one liner portrays the tangible things that say exactly what you are providing as a service and what value you have. Questions to ask about your one-liner:
- Does it show the depth of your expertise?
- How can you cut out words that are not needed?
- Will you stand out amongst your competition?
- Where is the potential confusion?
- What is your one-liner doing for you?
This service is available as part of the Pitch Optimization Program or à la carte.
PitchDecks has reviewed over 3K pitch decks from our investor club members.
Work with us if your pitch deck is:
- Too long
- Is full of dense text
- Missing contact details
- Lacks your brand story
- Lacks images, diagrams, and overall design
This service is available as part of the Pitch Optimization Program or à la carte.
- Must be visual to capture the attention of your target audience
- Easily digest the overall summary of your business in 30 seconds or less
- Clearly state your advantages in the marketplace
- Connect with the needs of your target investor
- Know who your target audience is
- Do what the competition is not doing
This service is available as part of the Pitch Optimization Program or à la carte.
- Build a 1–5 page website focused on clarity, credibility, and professionalism.
- Include a well-articulated video of you explaining your investment strategy and showcasing past successful deals.
- Ensure compliance approval and use a custom domain — avoid any “free website” badges or generic templates.
- SEO-optimize your website to increase visibility and attract qualified investors.
- Feature clear contact information to maximize engagement and credibility.
- Add an email opt-in form to capture and nurture potential investor leads.
This service is available as part of the Pitch Optimization Program or à la carte.
This service is available as part of the Pitch Optimization Program or à la carte.
Our team specializes in creating AI-powered due diligence and co-pilot tools that streamline complex processes and provide actionable insights. Each solution is fully customized to align with your workflows, helping you uncover opportunities, mitigate risks, and improve decision-making efficiency. Whether you need an internal assistant or a client-facing product, we build AI tools that deliver precision, scalability, and measurable value.
This service is available as part of the Pitch Optimization Program or à la carte.
Contact Our 20 Person Team
Schedule a Call
Our advantage as an investor club is the values we operate on, we have spent 18 years building our 20 person team, and adding value through our thought leadership and in-person events. As a top 10 investor club globally, our track record of hosting 300 events, over 2,000+ podcasts and YouTube videos published, over 1 million YouTube subscribers, and over 17 million social media followers is due to our laser-focus on family offices since 2007. If you have any questions for our founder Richard C. Wilson directly please text him at 305-333-1155 and we will get back to you immediately.
Get exclusive access to our 30+ Live Events and Investor Portal when you join the Pitch Optimization Program
Our Mobile App & Investor Portal is Your Unfair Advantage
- Our investor portal is mobile-friendly and allows you to target 1,000+ investors by asset class
- Hear investor mandates directly from the family offices and private investors
- The most in-depth capital raising training available globally with over 150 webinars, workshops, masterminds & summits
- 16 new events recorded/year so you can stream updated strategies from decamillionaires, centimillionaires and billionaires monthly
- Artificial Intelligence Toolset: Access to 30 AI tools including our Billionaire Advisory Board tool which has been fed 986 transcripts of billionaires speaking publicly on YouTube, so you can navigate challenges and scale faster