Prospecting & Data Enrichment

Prospecting & Data Enrichment Services

The Problems We Solve

Without Invstx, firms face the same recurring problems:

High Bounce Rates: Raw lists cause 10–15% bounces, which destroy deliverability.

Wasted Sales Time: Teams spend hours cleaning lists instead of closing deals.

Blacklisted Domains: Sending to junk data triggers spam complaints and domain blocks.

Compliance Risk: Unchecked outreach leads to fines, legal exposure, or carrier bans.

Poor Conversion Rates: Generic outreach to unqualified leads wastes budget.

With Invstx, every contact entering your system is clean, validated, and enriched — meaning more time spent with investors who are ready to talk.

Case Study

Client: National insurance company targeting annuity leads.

Challenge: Needed to identify qualified households aged 45+ with mid-high income and strong credit scores.

Solution:

Built 40,000-record list segmented by age, household income, and credit score.
Validated all contact details through multi-step hygiene.
Delivered segmented files for different insurance products.

Results:

2.6% bounce rate.
14% email open rate in early campaigns.
Significant lift in policy applications vs generic data sources.

Why Prospecting & Data Enrichment Is Critical

Most companies fail at outbound because they buy generic lists that lack depth and accuracy.

Bounce rates skyrocket, damaging deliverability.
Data points like creditworthiness, revenue, and accreditation are missing.
Outreach becomes scattershot, not targeted.
Compliance risks create legal and financial exposure.

Invstx solves this by combining advanced sourcing, AI-driven enrichment, and rigorous validation protocols to deliver data you can rely on — whether you’re raising capital, selling insurance, or qualifying borrowers.

The Future of Investor Prospecting

At Invstx, we believe every successful outbound campaign begins with high-quality data. Without the right prospects, even the best outreach strategy fails. That’s why we built our Prospecting & Data Enrichment service — a complete, AI-powered system that delivers validated, enriched, and segmented lists of business owners, investors, and shareholders.

Whether you’re a private equity firm sourcing deals, a search fund targeting acquisition opportunities, or an OTC company capturing stock investors, Invstx ensures your campaigns start with precision-targeted data that drives results.

01

Prospect with Precision

We target and filter only the data that matters, targeting accredited investors and high-value prospects at the source.

02

Enrich and Validate

Every contact is enriched with phone, email, and investor signals, then validated to ensure compliance and deliverability.

03

Deliver Investor-Ready Leads

Clean, compliant, CRM-ready leads flow directly into your system, ready for automated outreach and real conversations.

What We Deliver

Our Prospecting & Data Enrichment service provides:

Business Owner Leads – owners & executives segmented by industry, revenue, headcount, geography.
Investor Data Capture – retail and accredited investors interested in OTC, Reg A+, or Reg D offerings.
Insurance Prospect Data – validated consumer lists segmented by age, household income, and credit score bands for health, life, and annuity marketing.
Credit Repair Prospects – individuals identified by credit score ranges, debt levels, and financial triggers.
Business Loan Leads – companies segmented by revenue, financing need, and owner credit profiles.
Persona-Based Segmentation – demographic, psychographic, and behavioral data for precision targeting.
Full Validation & Hygiene – emails, phone numbers, and addresses validated to keep bounce rates under 3%.

Why Enrichment Matters for your Company

Invstx delivers clean, validated, and compliance-ready data for business owners and investors. Our enrichment workflows turn raw lists into high-performing outreach campaigns that drive predictable pipelines.