I will build your Facebook-Ads-Investor-System That Will You Help You Get Qualified Investor Meetings in For A One-Time Investment of $x
Performance Guarantee: 10 Qualified Meetings/Lower Your Cost Per Shown Call Within 30 Days Or We'll Work Until We Do
Examples of Other Funds Using Facebook Ads to Raise Capital:
1
Cedar Creek Capital - Self Storage ($350M AUM)
2
Saint Investment - Real Estate ($211 AUM)
3
Ascension Processing - Payment Processing (Non-Public AUM)
4
Nate Armstrong Home Invest (Ranked #352 on the Inc. 500)
5
Ben Simpson Collective Shift - Crypto Investments
6
Rise Capital Group - Oil & Gas ($170 million AUM)
The Financial Model Raising Capital with Facebook/Meta Ads:
Google Docs
Capital Raise Financial Modeling EXAMPLE
Our Deliverables: The Complete System We Build For You:
1
Fundraising Strategy & Messaging Framework Tailored to Your Fund
I will create a custom fundraising strategy and messaging framework tailored specifically to your fund. This defines your unique hook, urgency, positioning, and differentiation to make your opportunity stand out to accredited investors.
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Most funds already have a solid opportunity – strong track record, attractive returns, unique edge. The problem is often how it's communicated: generic messaging gets ignored in a crowded market. This framework fixes that by identifying:
- Your strongest hook that grabs accredited investors' attention on Meta
- Clear "why this fund" and "why now" language to create urgency
- Precise differentiation from competing opportunities they see daily
- Compliance-safe way to highlight bold advantages without overpromising
- Core content pillars that keep every ad, video, and email consistent
It's custom-built to your fund (no templates) so the entire system speaks directly to the right investors with messaging that stands out and converts.
Why We Do This: This tailored strategy turns your fund into the standout, must-act-now choice in a crowded market – driving higher interest from qualified investors and setting up the rest of the system for maximum response.
2
15-20 Direct Response Video Ads Featuring You (The Fund Manager) on Camera
I will script and edit 10-20 video ads with you on camera speaking directly to potential investors. These direct response ads are built to get qualified accredited investors to click and book a call – your face and voice are key because trust is everything in this space.
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Direct response video ads are different from regular ads – they're written for one goal: to get an immediate action (a click that leads to a booked call and eventual commitment).
Most funds use generic image ads, random stock footage, or videos that communicate irrelevant information investors don't care about.
Accredited investors ignore these – they see hundreds of similar ads and scroll past because there's no trust or relevance.
With you (the fund manager) on camera speaking directly about your fund, the ad feels personal and credible – investors stop scrolling because they see a real person they can evaluate in seconds.
I script each ad to focus on your fund's specific hook and opportunity.
You record short videos on your phone (60-90 sec) (simple guide provided: lighting, background, natural delivery – no over-exaggerated acting needed).
I will then fully edit them into polished ads.
This approach gets far higher response rates because the ad builds trust fast and drives qualified clicks.
Why We Do This: This approach turns your ads into the standout choice in a crowded feed – driving higher clicks from qualified investors and setting up the rest of the system for maximum response.
3
One Main Video Sales Letter (VSL)
I will script and edit one main Video Sales Letter with you on camera at your desk. This VSL hooks investors, builds your credibility, sells the opportunity, presents the call as the next step, handles objections, and qualifies the audience – pre-framing them to show up ready and excited.
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The VSL is the main video on your landing page – a 10-20 minute presentation (length adjusted to your fund and audience).
It follows a simple flow: open with the hook (what your fund can help investors achieve), establish credibility (your track record and why you can deliver), sell the opportunity (why this fund matters now), present the next step (booking a call to learn more), handle common objections (risks, worst-case, timeline), qualify the audience (who it's for/not for), and close with a clear call to action.
You record it at your desk (webcam/good lighting – simple guide provided), speaking naturally like talking to one serious investor.
You can record in short segments if you want (easy to do in one sitting), send footage, and I edit into a polished video with on-screen text and cuts.
This VSL pre-sells the call (not the commitment) – investors arrive objections handled, educated, and far more likely to move forward.
Why We Do This: The VSL pre-frames investors before the call – building trust, addressing concerns upfront, and selling the call so they show up qualified and eager, making your closes faster and easier.
4
FULL ClickFunnels Landing Page (Copy & Design)
I will build your full high-converting ClickFunnels landing page with headline, subheadline, VSL embed, fund overview, testimonials, and Typeform + Calendly integration. This page turns ad clicks into booked calls by qualifying visitors and making booking simple and seamless.
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The landing page is the destination for your ads – the place where interested investors watch the VSL, learn about your fund, see proof, and book a call.
I build it in ClickFunnels with a clean, professional, high-converting layout:
- Powerful headline and subheadline tied to your messaging framework
- Embedded VSL as the main focus
- Fund overview section (deal highlights, track record, key terms)
- Testimonials/social proof from past investors
- Typeform for qualification questions (accredited status, investment amount, etc.)
- Calendly integration for instant, frictionless booking
Everything is designed to keep attention on the VSL and drive action – no distractions, no clutter.
You provide testimonials, fund details, or logos – I handle design, copy, and setup.
This page maximizes conversions from traffic – qualifying leads early and getting serious investors on your calendar fast.
Why We Do This: The landing page is the bridge between ads and calls – it qualifies traffic, reinforces credibility, and removes friction so qualified investors book easily, giving you higher conversion rates and better lead quality.
5
Confirmation Page with Breakout Videos
I will build your confirmation page with a main welcome video and 8 breakout videos (you on camera). This page frames booked investors with transparency, handles objections upfront, and boosts show rates by making them confident for the call.
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The confirmation page is what investors see immediately after booking a call – it's the key to turning bookings into shows.
I build it in ClickFunnels with:
- Main welcome video at the top (you thank them, set expectations, point to breakouts)
- 8 labeled breakout videos below (short 1-5 min each, examples: "Why Is the Minimum This High?" – fair explanation of structure; "Timeline to First Distribution" – realistic schedule from commitment; "Who This Is (and Isn't) For" – clear qualification; "Common Risks & How We Mitigate Them" – honest discussion of downside)
You record the main and breakouts talking-head style (phone or desk – simple guide provided, natural delivery).
I script every video for direct transparency – openly addressing questions, risks, and concerns investors have.
You send footage, I edit into polished videos with clear titles so they click what matters.
This page guides their research and builds trust through honesty – no hype, just real talk.
Why We Do This: Testimonials are good, but sophisticated investors want transparency – openly discussing risks and worst-case scenarios builds massive trust and gets them showing up warm and ready to commit.
6
Complete Meta Ads Account Setup
I will set up your full Meta ads account that ensures ads reach the right accredited investors efficiently and stay approved without issues.
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The ads account setup is the technical foundation that makes the entire system run smoothly and compliantly.
I handle:
- Installing pixels and event tracking for accurate retargeting (booked leads, VSL viewers, etc.)
- Building custom and lookalike audiences from your ideal investor profile
- Setting up targeting parameters focused on high-net-worth/accredited signals (while staying compliant)
- Full compliance review to avoid disapprovals common in financial/investment ads
- Campaign structure ready for your video ads to launch immediately
You provide access to your Meta ads manager (or I create a new one if needed).
Why We Do This: Sophisticated investors are on Meta daily, but reaching them requires precise, compliant targeting – this setup gets your ads in front of the right people at low cost while keeping everything running without interruptions.
7
Hammer-Them Retargeting Campaign (Not Included, Only Included with Retainer Clients)
I will create 8 short retargeting videos with you on camera. These videos target only booked investors in the days before their call to answer questions, handle objections, set expectations, and build trust through repetition – number adjusted to fit your fund.
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The Hammer-Them campaign is post-booking retargeting – ads shown only to people who have booked a call but haven't had it yet.
I create 10-20 short videos (30-90 sec each) by asking you targeted questions about your fund (based on the 4 pillars: basic questions, deeper follow-ups, objections, expectations).
You answer them naturally on camera – no scripted lines to memorize, just authentic responses like talking to one investor.
You record them talking-head style (phone or desk – simple guide provided).
I fully edit them into vertical videos with captions and compliance text.
These run as Meta retargeting ads in the 72-hour window before the call, with high frequency (15-20+ impressions) to leverage familiarity bias and mere-exposure effect.
The goal is to hammer them with your own words so they stay engaged and show up warm.
Why We Do This: Hammer-Them boosts show rates by 30-80% (depending on your fund and audience) by using repetition to build subconscious trust and pre-frame objections – investors arrive with doubts answered, leading to faster commitments and stronger closes.
8
Email Matrix Setup (Not Included, Only Included with Retainer Clients)
I will set up contextual email sequences for your booked leads (4-6 emails/day, segmented by investor data like investment amount). These emails create personalized context, address specific concerns, deliver value, and warm investors to boost opens, clicks, and show rates.
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The Email Matrix is a follow-up email sequence sent to booked investors from booking until the call – using context to make them feel understood and excited.
I set up segmented sequences based on data from Typeform (e.g., $1M vs $50M+ intended investment – different strategies, concerns, and communication for each).
Each day they get 4-6 short, value-dense emails with:
- Personalized content (e.g., strategies for their investment range)
- Answers to common concerns (risks, timeline, minimums)
- Links to confirmation videos for deeper info
- Reminder emails pointing back to the page
Emails are direct, honest, and non-salesy – no robotic generic messages, just relevant info that builds trust.
This runs automatically through your email tool (integrated with ClickFunnels/Typeform).
The goal is to drive up engagement (40-60% opens) and keep investors warm in their inbox, working with Hammer-Them to prevent no-shows.
Why We Do This: Generic emails get ignored – contextual emails make investors feel known and treated differently, driving higher opens/clicks, better show rates, and more revenue from qualified leads.
Watch The Video Below Before You Schedule A Strategy Call: