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JAD Enterprises

JAD Enterprises

Accredited investor leads & full‑service campaigns
4.7

McKinney, Texas, United States

1-9

2016

Open agency’s LinkedIn

JAD Enterprises is a full‑service marketing partner built for capital raisers. We connect you with accredited investors through verified lead lists, a Dallas‑based team, and multi‑channel campaigns that blend email, social, and outbound calling to book calendar‑ready meetings. From list acquisition to appointment setting, we do the heavy lifting so you can close.

Investor lead lists: Choose Surveyed Leads (2–14 days, phone‑verified), Fronted Leads (6–12 months), or Dialer Leads (1–4 years) to match your goals and budget. Every order is cross‑checked to prevent duplicates, and disconnected, invalid, or non‑accredited contacts are replaced. Most lists are delivered within about an hour during business hours, in Excel by default (CSV/PDF on request). Campaign‑generated leads flow to you in real time via email or shared Google Sheets.

Caller services & appointment setting: Experienced callers qualify for interest and liquidity, send intro emails, follow up, and schedule on your calendar—typically producing ~4–6 new leads per day per caller that meet your criteria.

Full‑service campaigns: Combine Facebook and email lead generation with outbound calling and structured follow‑ups. We run large‑scale investor email sends weekly with open/click tracking, then have callers work engaged prospects to speed up response and conversion.

Industries we serve include Oil & Gas, Real Estate, Pre‑IPO/IPO, Precious Metals, Stocks, Cannabis, Crypto, Private Placements, Technology and Medical raises, Private Equity/Venture Capital, Movie finance, and more.

Why JAD: We focus exclusively on accredited investors, use hands‑on phone verification in Dallas, offer filters (cell‑only, email‑required, full address), and can cross‑reference CRM suppression/DNC lists. Exclusivity is available with custom campaigns—targeted, compliant, and ready to scale.

Client business size
Budget per project
Starting from $1,000
Project duration
  • Any
Geographic focus
  • Canada
  • United States
Languages
  • English
Success stories

Challenge

A company was stuck buying generic lead lists for just 5¢ per name. While inexpensive, the lists were outdated, unverified, and filled with unqualified contacts. The company struggled to generate meaningful investor conversations and their revenue stagnated despite pouring time and money into outreach.

Solution

They turned to JAD Enterprises and invested in our new, phone-verified survey leads. We layered in outbound calling and Facebook marketing to generate true opt-in leads from accredited investors. Our Dallas-based team managed campaigns end-to-end, ensuring compliance, real data quality, and a steady stream of prospects ready to engage.

Result

Though the cost per lead was higher, the company quickly realized the power of quality data. Campaigns generated 8x the revenue compared to their old lists. The dramatic increase in ROI completely shifted their mindset on lead quality, and they now rely exclusively on JAD for long-term growth.

Challenge

A firm partnered with a respected digital agency to run Facebook campaigns. The ads looked professional and generated a high volume of leads, but most were not accredited, lacked liquidity, and fell outside the ideal investor profile. Despite strong engagement, the campaigns delivered little real value.

Solution

The company engaged JAD Enterprises for specialized investor marketing. We rebuilt their campaigns to target accredited investors only, fine-tuned audiences, and applied strict qualification filters. Leads were delivered in real time with verified contact details, ensuring alignment with their raise requirements.

Result

Lead costs increased slightly, but 85%+ of leads were accredited and fit the target investor profile. This quality-first approach gave the company a predictable pipeline of serious prospects and far greater confidence in allocating marketing budget. ROI and investor meetings grew substantially.

Challenge

A company tried managing its own social ads, emails, and overseas call center. Results were poor: ad campaigns underperformed, their CRM blocked emails for abuse, and the offshore callers produced uninterested, unqualified leads. Productivity and morale hit a low point.

Solution

They partnered with JAD Enterprises. Our team optimized targeting to lower social CPLs while improving lead quality. We deployed email campaigns from our servers, delivering 25,000 weekly sends to accredited investors. Our Dallas-based callers followed up on social, email, and cold data, creating a seamless multi-channel approach.

Result

The turnaround was dramatic. Cost per lead dropped, quality soared, and the company finally had a consistent flow of qualified investors. With JAD’s integrated strategy, monthly revenue climbed to more than 5x their previous results, and the internal team could focus on closing deals instead of chasing dead ends.

Reviews

5

The average rating is based on reviews from both Google Maps and Semrush.
Scott Clymo
on
May 27, 2024

Good company and good quality leads I would certainly recommend them to others.

Robert Costomiris
on
May 11, 2024

JAD is always very responsive and provide a phenomenal service!

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