Below are some frequently asked questions about our accredited investor outreach call center:
How does Cervitude find the accredited investors to call?
There are a few ways we find accredited investors for you when you retain our call center. We scour S1 registration statements of similar companies to see who invested in the company Pre-IPO. These parties are not only accredited, but also have a higher probability of investing in your company since they already invested in companies that were successful due to an uplist. We also use social media (LinkedIn, Twitter, Facebook) to target the proper parties in your industry or sector whom have shown that they are interested in investing in your type of company. Finally, we utilize database programs like Crunchbase, AngelList and other portals to find accredited investors and investor groups that are investing in companies like your company.
How much does it cost to operate a call center to reach out to accredited investors?
Cost vary but normally they can range from $3,000 to $15,000 a month depending on how many calls our clients want to be made per day. See a sample call center contract with base pricing here.
How many call does Cervitude make on a client’s behalf?
It varies, but our minimum is 60-100 calls per day on our clients behalf, per call center agent retained.
How many people do you reach? What is your success rate?
On the 60-100 calls, we aim to schedule meetings or make contact with +/- 10%. We always leave a message and follow-up with calls that were not answered.
Do you have references for call center clients you have previously worked with?
Yes. See our past clients here and contact us today for our latest references.
What do call center agents say when they reach out to accredited investors on the phone?
Our call center agents stick to the script! Before we start dialing, we develop several scripts tailored to the objectives of our clients. Once our clients approve the scripts, our agents use them when dialing accredited investors.
Where is the call center located?
Shelton, CT USA. But occasionally on larger projects, we bring on contractors that work remotely, but always from the United States. All of our call center agents are native English speaking professionals that we train personally per client demands.
Do you provide reports for the calls made/answered/ etc?
Yes. We provide reports on all calls made and all information gathered. This includes numbers dialed and responses including but not limited to availability, email addresses collected, notes and more.
I am raising money and have a crowdfunding campaign, can your call center help?
Yes, this is exactly what our call center does. We introduce your company to the prospect on the phone and direct them to schedule a meeting, visit a website, click a link and more.
Can you sell my private placement or offering when you call accredited investors?
No. We are not a broker dealer, so we can not sell your private placement or offering perse, but we can lead the prospect to certain websites or follow-up with certain information from the company. And we can mention offerings that the company may have available to discuss directly with accredited investors.
Do you contact accredited investors by any other means other than by phone?
Yes. In addition to calls, we also follow up with accredited investors by email, text, mail and even by direct message on social media.
Does Cervitude use the same list for all clients?
No. Each investor database we develop is customer for each client. Our goal is to build an investor database with targeted potential investors for our clients that can be utilized long after we are finished with our call center services.
How long does it take to start reaching out to accredited investors via a Cervitude call center?
14-30 days. In the initial 14-30 day period, we find accredited investors and build a custom contact database that is proprietary to each client. Then we develop call scripts and get approval from our client on the call scripts to be used and the investor database. We then train our call center agent(s) on the scripts and begin calling shortly after the training.