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Tell Us About Your Capital Raise

Complete this quick questionnaire so our AI can build your complete investor acquisition system tailored to your specific fund.

5 Minutes

Quick and easy to complete

AI-Powered

Personalized system built for you

Precision

Tailored to your fund type

First Name *

Last Name *

Email *

Phone *

I agree to receive account, order, and service messages (e.g., confirmations, reminders). Msg & data rates may apply. Reply HELP for help or STOP to opt-out

Company Identity & Vision

Company Name *

Brief Company Description (1–2 sentences) *

What problem does your company solve? *

3–5 Year Vision (Short Answer) *

Investment Opportunity Details

Offering Type *

Minimum Investment Amount *

Maximum Investment Amount *

Projected Returns (APR, Cash Flow, Equity, etc.) *

Investment Timeline (Hold Period / Note Duration) *

Asset / Project Backing the Investment *

Top 3 Reasons an Investor Should Choose Your Deal *

Why Investors Should Trust You

Company Track Record (projects, AUM, ROI, exits) *

Leadership Team Experience *

Strategic Partners / Advisors *

Proof / Social Validation (testimonials, media, screenshots) *

Investor Protection & Confidence Builders

How Is Investor Capital Protected? *

How Do Investors Get Paid? *

Exit Strategy / Liquidity Event *

Main Risks & How You Mitigate Them *

Ideal Accredited Investor Avatar

Who Is Your Ideal Investor? *

Their #1 Desired Outcome (Income, tax benefits, etc.) *

Their #1 Fear & How You Address It *

Ad Creation Inputs

Your Opportunity in One Powerful Sentence *

Your #1 Hero Statistic *

Headline That Would Stop an Accredited Investor from Scrolling *

Emotional Driver Behind Your Offer *

Compliance & Legal Checks

Is Legal Approval Completed for All Claims? *

Yes

Statements / Claims We Must Avoid *

Upload Your PPM / Deck /Investor Docs *

Raise Management & Funnel Flow

Lead Destination Link (Funnel URL / Calendar Link / VSL) *

Primary Contact for Investor Qualification *

Raise Amount Goal & Deadline *

Important Disclaimer

Legacy Capital Marketing Group LLC provides marketing and lead generation services only. We are not a broker-dealer, investment advisor, or attorney, and we do not provide legal, tax, or investment advice. All marketing materials generated by our AI system should be reviewed by your legal and compliance team before use. Past performance of any investment is not indicative of future results. Investments in securities involve risk and may result in partial or total loss of capital. Nothing on this website constitutes an offer or solicitation to buy or sell any securities. Only accredited investors, as defined by SEC Rule 501 of Regulation D, should participate in offerings that require accredited investor status.

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