Investor Access Program

Graduates of this program are ready to have productive conversations with qualified investors.

This is a custom program, designed for your needs. Call for pricing.

This program was developed in cooperation with The Weinbaum Group, combining Intelliversity’s mastery of proven innovative funding methods with The Weinbaum Group’s mastery of sophisticated selling.

The objective of this program is that you reach YOUR funding objectives. We care about innovators and about positive impact and want to see your funding objectives achieved as quickly as possible.

The Investor Access Program is a “vehicle” to reach your funding objectives.  It provides you with the following unique services:

Access to qualified investors

  • Sources of tens of thousands of aligned investors 
  • Specific methods for parsing the lists and targeting the investors
  • Specific processes for moving selected investors to a magnified level of interest in your offer

Ways to search and select (parse) these lists:

  • Finding investors that share your mission focus or passion
  • Identifying those that will support a for-profit company at your stage of development
  • Determining how to reach decision-makers

Ways to move selected candidates toward the goal of investing:

  • Defining series of interactions beginning with rapport and leading ultimately to an investment agreement
  • How and when to eliminate investors who are not promising candidates.
  • For the remaining investor candidates, how to magnify interest in your offer progressively through each interaction

Negotiating and closing

  • How to host a meeting with hot investors face-to-face, without triggering red flags
  • How to negotiate and close a win-win deal with experienced investors
  • How to pass due-diligence with flying colors and get the check

Customized for a win-win result:

In all aspects of this program, we will seek a win-win result as appropriate to a company with an impact mission, looking for both you and your investors (and humanity) winning in the end.

Such a program, like receiving driving lessons, is customized to your current level of knowledge and business plan development.  We’ll custom fit the program to your needs and achievements.  Likewise, there is no one price to fit all.  Compensation will be determined in discussion with you, with win-win as our guiding principle.

Enjoy the modern and innovative way to reach investors

As an innovator, you’re prepared to question assumptions. In order for you to drive the Intelliversity Investor Access Program to your investment objectives, you may find yourself beginning to question how the investment market really works today.  We hope you agree that these innovative methods, based on the latest law and research, will work to achieve your objectives.

The Investor Access Program is the modern, innovative and mutually-beneficial vehicle to raise capital for an innovative company such as yours. Your dreams and goals matter to us. Call us to continue the conversation.

Access to qualified investors

  • Sources of tens of thousands of impact investors
  • Specific methods for parsing the lists and targeting the investors
  • Specific processes for moving selected investors to a magnified level of interest in your offer

Ways to search and select (parse) these lists:

  • Finding investors that share your mission focus or passion
  • Identifying those that will support a for-profit company at your stage of development
  • Determining how to reach decision-makers for the selected candidate investors

Ways to move selected candidates toward the goal of investing:

  • Defining series of interactions beginning with rapport and leading ultimately to an investment agreement
  • How and when to eliminate investors who are not promising candidates.
  • For the remaining investor candidates, how to magnify interest in your offer progressively through each interaction

Negotiating and closing

  • How to host a meeting with hot investors face-to-face, without triggering red flags
  • How to negotiate and close a win-win deal with experienced investors
  • How to pass due-diligence with flying colors and get the check

Customized for a win-win result:

In all aspects of this program, we will seek a win-win result as appropriate to a company with an impact mission, looking for both you and your investors (and humanity) winning in the end.

Such a program, like receiving driving lessons, is customized to your current level of knowledge and business plan development.  We’ll custom fit the program to your needs and achievements.  Likewise, there is no one price to fit all.  Compensation will be determined in discussion with you, with win-win as our guiding principle.

Enjoy the modern and innovative way to reach investors

As an innovator, you’re prepared to question assumptions. In order for you to drive the Intelliversity-Weinbaum vehicle to your investment objectives, you may find yourself beginning to question how the investment market really works today.  We hope you agree that these innovative methods, based on the latest law, will work to achieve your objectives.

The Intelliversity-Weinbaum vehicle is the modern, innovative and mutually-beneficial vehicle to raise capital for an impact-driven company such as yours. Your dreams and goals matter to us. Call us to continue the conversation.