01 The Agents
From first move to closed deal

In the investment industry, independent professionals are experts in finance and operates independently as agents, not affiliated with a large financial institution.

The agent-client relationship is a partnership built on trust, open communication, and mutual respect, focused on achieving common business goals.

Roadblocks to private markets are lack of access to independent professionals, lack of access to independent quality research and lack of access to quality opportunities.

Independent professionals represents their clients interests with the power of personal contacts, professional networks and industry relationships that gets the right access.

02 Data Intelligence
From first signal to closed deal

Big data turned into smart data. Investors selected by industry, stage, mandate, type and activity, creates a targeted list of investors using smart data resources from multiple providers, professional networks and industry relationships.

A large investor catalog is aggregated with investors across venture capital, real estate and private equity. The investor catalog is organised by industry, stage, mandate, type and activity - providing smart data with clear signals.

Every prospect comes with an intelligence brief
Industry • Stage • Mandate • Type • Activity

The same intelligence that an analyst desk pays large amounts for, delivered for every prospect.

03 Marketing Assets
From first contact to closed deal

Marketing assets created to not only get the right attention and interest from the right investors but also bring alignment and trust in the communication with investors.

Understanding what investors need to see, and how to position the opportunity that it gets the needed capital.

Every assets supporting documents
Introduction message • Executive summary • Pitch deck • Q&A • Financials • Capitalization table

The marketing campaign must be made for the targeted investor type to make sense and achieve the right outcome.

Supporting documents with data analytics, the right storytelling, market validation, team and ask gets the job done.

A multi-channel outreach campaign builds the right attention from the targeted investor type.

04 Sales Operations
From first close to closed deal

The operative part of the process is the sales operations that is executed by the agents with the right deployed resources, personal contacts, professional networks and industry relationships that gets the right access to the right people.

Access the Right Investors.
Access the Right Mandates.
Access the Right Partners.

Capital Raise Process

• 01  Research active investors
• 02  Validate matching investors
• 03  Access warm intros
• 04  Start outreach campaign
• 05  Keep filling the pipline

Be first with the right access, access moves with speed and those with access move first - Get in touch.

info@accessone.capital LinkedInGet access