OUR SERVICES

The Right File for Your Offering.

Here's what I carry — and how I match it to what you're raising.

How the matching works.

Every client conversation starts the same way: tell me about your project. What are you raising? What's the minimum investment? What kind of investor have you had success with before?

From there, I identify which files fit. Not just by category — but by cross-sell history. Some of my best-performing placements are investors from adjacent categories: a private placement investor who also has a history with oil and gas, or a stock market investor who has moved into alternative investments.

That cross-category matching is what most lead companies don't do. It's one of the reasons clients tell me they actually prefer my leads to lists from their own category.

What I carry:

Stock Market Investor Leads

Active investors with confirmed liquidity, net worth, and income. The majority have previously invested over the phone and are open to doing it again.

Oil & Gas Leads

Investors with a demonstrated track record in energy. Well-known among Texas operators. One of my most consistently requested files.

Accredited Investor Leads

Pre-qualified for all SEC accredited investor requirements — net worth, income, and liquidity. Sourced directly from investment firms and brokers.

Private Placement Leads

Investors who have participated in Reg D / 506 offerings or expressed direct interest. High receptiveness to risk-oriented opportunities.

Forex / Foreign Currency Investor Leads

Active currency investors, open to alternative and high-risk investment categories.

Fresh Survey Investor Leads

Recently expressed interest in investment opportunities. Low call fatigue, high receptiveness. Among the freshest files I carry.

Alternative Investment Leads

Investors open to non-traditional asset classes — commodities, structured products, and other opportunities outside the stock market.

Movie / Entertainment Investor Leads

Investors who have funded film or entertainment projects. A niche file that performs well for the right offering.

What "not oversold" actually means for your numbers.

When a file has been sold to 30 companies, here's what you're really buying: an angry investor who has already committed his money elsewhere and will hang up on you. Your callers waste hours. Your closing ratio collapses. You blame the leads.

When a file has been sold a controlled number of times, you're calling someone who may have heard from one or two other firms — and hasn't made a decision yet. That's a conversation you can win.

I keep hard limits on every file I sell. It's the reason clients reorder.

Let's talk about your project.

Monday – Friday, 9AM–6PM EST

nikki.eliteinvestors@gmail.com

Call Nikki: 917-709-2526