Invstx: The Worlds First AI-Powered Investor Acquisition System
Take the 90-Day AI Challenge™ — powered by Invstx ConversAI™
Invstx is the all-in-one platform for leads, data enrichment, CRM optimization, marketing automation, and ConversAI powered call centers — built to cut costs, drive conversions, and scale customer engagement.
Invstx: The Worlds First AI-Powered Investor Acquisition System
Take the 90-Day AI Challenge™ — powered by Invstx ConversAI™
The first AI-powered investor acquisition system: verified investor data, AI call center automation, and compliance-first consulting — all in one. In 90 days, you’ll know exactly how AI impacts your cost per deal.
Invstx: The Unfair Advantage Over Your Competition
Are you Ready to Build a Predictable Investor Lead Engine?
Our specialty is high-value financial verticals — from Gold IRA leads, accredited investors, and stock market participants to mortgage borrowers, real estate investors, and insurance clients. Every record is verified across multiple data points, optimized for deliverability, and delivered CRM-ready, without the bloated overhead of legacy platforms.
If ZoomInfo powers B2B sales teams, Invstx powers financial marketing and investor acquisition.
Why Take the 90-Day AI Challenge™?
Traditional lead gen is broken. Stale lists, costly SDR teams, and increasing compliance risk slow growth. The Challenge delivers clarity fast.
- Real Results in 90 Days – Load 100,000 leads and run a complete AI cadence: calls, SMS, emails, voicemail drops, live transfers, and calendar scheduling. At day 90, you receive a full ROI report.
- One Team, One System –Stop juggling vendors. Invstx unifies investor data, AI outreach, compliance, reporting, and consulting. One contract, one operating model.
- Enterprise-Grade Compliance – We design everything around TCPA, DNC, 10DLC, CAN-SPAM, and FINRA awareness. We won’t risk your brand or licenses to “prove a point” .
- Proven Results – Our systems helped scale a gold IRA firm from $30M to $200M in just two years, landing them on the Inc. 5000.
Who Can Take the Challenge?
Investor-Driven Verticals
- Gold IRA & Precious Metals – capture retirement rollovers and 401(k) conversions.
- Public Issuers (OTC/TSX) – retail investor awareness and IR pipeline automation.
- Private Equity & Family Offices –LP/GP conversations and allocation readiness.
- Insurance & Annuities – compliant outreach to retirement-focused prospects.
- Mortgage & Lending – borrower nurturing and appointment setting.
24
YEARS
OF EXPERIENCE
1 Mil
Leads
Per Month
Discover How Invstx Elevates Your ROAS
Invstx ROAS Growth Impact Calculator
Project results in your industry. We’ll derive missing costs and show the upside with Invstx optimization.
Your Current Funnel As Its Today
More Than a Lead Provider: A Complete System
Invstx combines ZoomInfo-level data with an AI call center, compliance governance, and hands-on consulting.
- Exclusive, Verified Data – Never scraped, always enriched and segmented by your vertical.
- AI SDRs –Voice + SMS + email. Natural speech, rebuttals, and respectful follow-ups.
- CRM Integration – Salesforce, HubSpot, Zoho, and GoHighLevel — pipelines, tasks, notes, reporting.
- Compliance & Reputation – DNC/TCPA/10DLC/CAN-SPAM + FINRA-aware frameworks built in.
The Challenge of Investor Lead Marketing Today
Raising capital or generating high-quality leads has never been more competitive.
- Gold IRA companies face rising competition and higher advertising costs.
- Insurance providers struggle to reach retirement-focused clients in a crowded market.
- Real estate syndicators often burn time chasing the wrong investors.
- Oil & gas ventures need accredited investors but can’t rely on recycled lists.
- OTC issuers must constantly attract retail and institutional attention to fuel liquidity.
- Investment Companies are under constant pressure to find qualified investors while competing against bigger brands and traditional institutions.
- Private Equity Firms face intense competition for accredited investors and LP commitments, while deal sourcing costs climb higher every year.
Traditional methods don’t work anymore. Purchased lists are stale, compliance risks are everywhere, and generic marketing campaigns rarely convert. Businesses don’t just need more leads — they need the right investors and clients, delivered through a system that scales predictably.
This is where Invstx steps in.
Why Companies Choose Invstx
We’re not just another lead-gen agency. Invstx is designed for firms where deal origination and decision-maker conversations are mission critical.
- Private Equity Firms
- Search Funds & ETA Entrepreneurs
- Professional Services
- Lower Middle Market Companies
- B2B Professional Services Lead Generation
- OTC Companies & Public Issuers
- Investor Relations Marketing
Capture your Investors at the right time
Invstx delivers more than leads. We deliver qualified conversations with business owners and investors, helping you scale deal flow, capture stock investors, and grow faster.
Invstx Delivers Speed to Lead
Invstx is more than a lead provider. We are your growth engine for investor and client acquisition.
We combine exclusive data sourcing, AI-powered outreach, and compliance-first campaign execution to help companies grow faster with less waste.
What Invstx Delivers:
- Exclusive Investor & Client Data – Verified, enriched, and segmented for your industry.
- AI-Powered Outreach – Email, SMS, and programmatic campaigns that scale with your raise or lead needs.
- Full CRM Integration – Salesforce, HubSpot, Zoho, GoHighLevel — we plug directly into your systems.
- Compliance & Reputation Protection – Reg A, Reg D, CAN-SPAM, 10DLC, and FINRA-aware campaigns.
- Proven Results – Our systems helped scale a gold IRA firm from $30M to $200M in just two years, landing them on the Inc. 5000.
Performance Benchmarks
We’re confident in our process because we measure everything against strict benchmarks:
<2%
Bounce Rate
25-35%
Open Rate*
10-12%
Click Rate*
Why Choose Invstx?
Invstx helps financial firms, real estate syndications, insurance providers, gold IRA companies, and private equity funds connect with the right investors
Exclusive, Verified Data – Never recycled, always enriched.
AI-Powered Campaigns – Personalization that increases engagement.
Compliance First – SEC, FINRA, CAN-SPAM, and 10DLC aware.
CRM Integration – Direct pipelines to Salesforce, HubSpot, Zoho, and GoHighLevel.
Proven Growth – From scaling a gold IRA firm to $200M revenue to helping real estate funds raise $20M in six months, Invstx delivers measurable results.
Invstx Builds Success
We source, scrub, and deliver data that is TCPA-aware, DNC-compliant, and enriched with intent signals. Unlike generic lists, our leads are scored, segmented, and delivered with the accuracy of ZoomInfo-style enrichment, but built for B2C markets.
We used to waste hours every week sorting through messy lists. With Invstx, every lead is enriched, validated, and investor-ready before it even hits our CRM. It feels like flipping a switch from chaos to clarity.
Pascal M
Real Estate
Invstx didn’t just build automations — they protected our business. By monitoring 10DLC compliance, domain health, and suppression lists, we haven’t had a single spam complaint or blacklist issue since launch.
MIley K
Insurance Agency
Before Invstx, our emails were bouncing, our domains were getting flagged, and we were losing credibility with investors. Within 45 days, deliverability went from under 50% to over 90%. The difference is night and day.
Tom W
Investor Relations
The Invstx Advantage
What sets us apart from generic lead-gen agencies?
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End-to-End Management – Prospecting to reporting, all under one roof.
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AI-Powered Workflows – Faster, smarter enrichment and optimization.
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Lower Middle Market Focus – Expertise in $5M–$50M revenue companies.
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Compliance-First Outreach – Deliverability and data protection built in.
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Outcome Driven – Success measured by qualified conversations, not vanity metrics.
With Invstx, you don’t buy lists or campaigns — you buy a scalable outbound growth engine.
Office Address :
8305 Wilshire Blvd, Suite 262, Beverley Hills, CA 90211
Phone Number :
Telephone : (310) 384 8253
E Mail Address :
info@invstx.com