Are you still calling the same investors every raise?
Work with PrestonBI — get 20+ pre-qualified investor calls on your calendar every week.
It’s a done-for-you investor sourcing program where you’ll receive 20+ pre-qualified, briefed investor calls per week from the team that’s sourced for $300M+ in raises — with no placement fee, no carry, and no percentage of your raise. Ever.
I'M READY TO FILL MY CALENDARWhat people are saying:
I haven't run into one appointment I'd consider not quality. We went from a D to hands down an A.
I don't know that I worked with anybody in marketing that has been so on top of their game.
What was promised is what's being delivered. The lead is calling me. Whatever you guys are doing to prompt that is pretty effective.
People are scheduled on the calendar instead of just tossed over the fence with a phone number.
Results mentioned are not typical and are not a guarantee of your success. Outcomes vary based on deal quality, sponsor track record, asset class, and market conditions.
What you’ll get working with PrestonBI:
We are happy with this. Hundred percent. Already getting calls, they seem good.
Closed $500K from a single investor inside one week on the system.
Frequently Asked Questions
What actually happens?
We start with your pitch deck. Either we refine what you have or build one from scratch using the same structure our clients with $1B+ AUM use. Approved by you before any investor sees it.
Then outreach goes live. We pull from a database of investors with $1M+ in real estate equity and $300K+ income. We call every one before they meet you — confirming accreditation, available capital, and deal fit.
You take pre-sold calls. Not cold introductions.
What do I walk away with?
A full calendar. 20+ accredited, briefed investor calls per week within 30 days of kickoff.
Plus closing scripts and follow-up sequences from our highest-converting engagements. Plus a reinvestment and referral system that runs against every investor who commits.
After three or four raise cycles, the base compounds on its own.
Is this right for my raise size?
If you haven't closed at least one deal, this is not a fit yet. The investors we send will ask about your track record. Come back after deal one.
If you're raising below $500K, the economics don't work for either of us.
If you're raising $500K–$5M per deal and have at least one completed raise — chances are we can help. Every engagement is matched to your deal profile.
How much does it cost?
A fixed monthly retainer. No percentage of your raise. No placement fee. No carry. Ever.
We work with two new sponsors per quarter. This keeps quality high — every sponsor gets our full attention.
The exact retainer depends on your raise size and cadence. We cover it on the strategy call. You know the number before you decide anything.
What if it doesn't work?
If we don't put 20 qualified investor introductions on your calendar in the first 30 days, your next month is free.
We've run 50+ engagements. We've never triggered this guarantee once — but it removes all the risk from your side.
How is this different from a placement agent?
A placement agent takes 2–3% of your raise and touches your investor relationships directly.
We don't touch money. We don't take carry. We don't broker securities. We source, screen, and book. You own every relationship and every close.
On a $5M raise, that difference is $100K–$150K in your pocket.
Apply to work with us
We only take on two new sponsors per quarter. Tell us who you are and we’ll reach out within one business day.
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Results mentioned are not typical and are not a guarantee of your success. Outcomes vary based on deal quality, sponsor track record, asset class, and market conditions. Past performance of other sponsors does not guarantee future results. PrestonBI does not broker securities or provide investment advice.