Leadfins · Client Onboarding

01

The firm & the point of contact

Who you are and who at your firm signs off on the deliverables.

What is the name of the fund or firm raising capital?*As investors would recognise it. e.g. Nitya Capital, Wilkinson Asset Management, BEEDOO SA.

Required.

Who is the point of contact for approvals?*The person who reviews and approves what we produce.

Required.

What email should we use for them?*Where the review-hub link and updates are sent.

Valid email required.

What is the exact legal entity behind the offering?*The registered name that appears on the PPM, subscription documents and disclaimers.

Required.

02

Brand & identity

So every investor-facing asset carries your firm's identity, not a template.

What is your firm's website?We extract your logo, typography and palette from here when not specified below. e.g. https://nityacapital.com

Where can we find your logo in high resolution?A direct link to an SVG or PNG (ideally transparent). Leave blank to use the one on your site.

What are your exact brand colours?Pick or paste the hex values from your brand guide. Leave the defaults if unsure and we will match your site. Order: primary, accent, text, background.

Which typeface do you use for headlines?Google Font name if you know it, optional. e.g. Newsreader, Tiempos, Söhne.

And for body text?Optional. e.g. Inter, Roboto Slab.

03

The offering

The structure and terms of what investors are being invited into.

How would you describe the offering in a single sentence?*The one line an investor would repeat to a colleague. e.g. "A 506(c) multifamily fund acquiring distressed Sun Belt assets at a discount to replacement cost."

Required.

How does the investment actually work, end to end?*The mechanics in plain language: how capital is deployed, the structure (fund, SPV, syndication, note), how returns are generated and distributed, and the exit. A short paragraph.

Required.

What is the minimum investment?e.g. $50,000 / $100,000 / CHF 25'000

What is the target hold period?e.g. 12 to 36 months / 5 to 7 years

What return are you targeting?Stated as an objective, never a guarantee. Use the metrics you report. e.g. "14 to 18% target IRR, 1.8x equity multiple" or "7 to 9% target annual yield".

In which currency?e.g. USD, CHF, EUR, GBP

Who is this offering intended for?*The investor profile and the legal eligibility rule. e.g. "US accredited investors under Rule 506(c)" or "Swiss-resident qualified and retail investors".

Required.

Under which jurisdiction and regulatory exemption is it offered?e.g. "United States, Regulation D Rule 506(c)" / "Switzerland, under FinSA, no prospectus required".

What is the primary action you want a qualified investor to take?*The single conversion goal the campaign drives toward.

What is the scheduling link for the introductory call?Your Calendly or scheduling URL, if a call is part of the flow.

04

Regulatory & compliance

The legal language. We reproduce this verbatim across every asset and never draft or paraphrase it.

Paste these exactly as approved by your securities counsel or compliance team. If they are not finalised, leave blank and tell your Leadfins contact — we will not write them for you.

What is the exact disclaimer that must appear on every investor-facing asset?Reproduced word for word under ads, on the landing page and in emails. e.g. "This is not an offer to sell securities. Investments involve risk including the possible loss of principal. Target returns are objectives, not guarantees. Offered only to verified accredited investors under Rule 506(c)."

Who is legally permitted to invest, and under which exemption?The eligibility rule stated precisely. e.g. "Verified accredited investors only, Rule 506(c)" / "Professional and institutional clients under MiFID II".

What claims or words are you prohibited from using?Anything compliance forbids in marketing. e.g. "no use of the word guaranteed", "no specific past-performance figures in ads", "no forward-looking yield without the full disclaimer".

05

Track record & principals

The credibility we are permitted to present to investors.

Who is the principal or spokesperson investors will see?The name attached to the VSL, video and signature.

What is their title?As it appears in investor materials.

What is their background, in two or three sentences?Third person, for the bio. Mention credentials once. e.g. "John Smith has 20 years in commercial real estate and has overseen $1.2B in transactions. He previously led acquisitions at [Firm]. CFA charterholder."

What are your strongest track-record figures we are allowed to cite?One per line. e.g. "$2.4B assets under management" / "82 full-cycle exits, zero loss of investor principal" / "24.9% historical net IRR" / "14,648 units operated".

Which markets or geographies do you operate in?Comma-separated. e.g. Phoenix, Dallas, Houston / Lausanne, Geneva, Fribourg.

06

Domain, language & tone

Where the campaign is hosted and the register it should be written in.

Do you want the landing page on your own domain?Optional. Provide the domain or subdomain if so. Otherwise we host on a secure leadfins.com subdomain. e.g. invest.acmecapital.com

In which language should investor materials be written?

Which register best fits your investor base?

Are there words or phrases we should never use?Comma-separated. We already exclude hype and filler — add anything specific to your firm or compliance posture. e.g. guaranteed, passive income, get rich, risk-free.

07

Investor psychology & positioning

This section determines whether the VSL, ads and emails actually move qualified capital. The more precise you are here, the less we have to assume. Nothing is mandatory, but every answer sharpens the work materially.

Answer as you would brief your own IR team. Specifics convert: real investor profiles, the exact objections you hear on calls, real figures and verbatim quotes.

Who is the ideal investor for this offering?Profile, net worth or accreditation status, profession, where they are, and the financial situation that makes them open to this now. e.g. "Business owners and tech executives, $2M to $10M net worth, frustrated with public-market volatility and seeking tax-advantaged real assets."

What outcome is that investor ultimately trying to achieve?The result in their terms. e.g. "Replace a portion of W-2 income with durable passive distributions and shelter it through bonus depreciation."

What are the strongest reasons investors commit capital with you?The points that consistently close on calls. e.g. "GP co-invests 10% of every deal", "full-cycle track record with zero investor losses", "monthly reporting and audited financials".

What objections or concerns do investors raise before committing, and how do you answer them?The real hesitations and your rebuttal to each. e.g. "Illiquidity — addressed by the defined hold and quarterly distributions" / "Why now — addressed by the entry-point thesis".

What genuinely differentiates your firm from other sponsors or funds?Concrete, not slogans. The reason an investor chooses you over another GP or over staying in public markets. e.g. "We only acquire from distressed sellers below replacement cost; we have never taken a deal to a capital call."

What proof are you permitted to present, and what is off-limits?Specific results, realised deals, named LP testimonials, audited figures — and explicitly what compliance does not allow in marketing. e.g. "Can cite blended realised 1.9x across 12 exits; cannot show individual deal IRRs in paid ads."

Why does this firm or fund exist — in the principal's own words?The origin and conviction behind it. This drives the VSL and video opening. e.g. "After watching sponsors over-leverage in 2021, I built a fund that only buys when others are forced to sell."

What exactly happens on the introductory call, or in the materials, and what is the next step?What you do for the investor and how the process moves forward. e.g. "30-minute call: portfolio fit, current deal walkthrough, then access to the data room and subscription docs."

What existing materials should we work from?Links to anything proven, one per line. Pitch deck or PPM summary, current investor page, ads that performed, brand guide, an existing principal video, webinar recording.

Whose investor communications do you admire?Funds, firms or pages whose tone and credibility you would want yours to match. Names or links. e.g. Blackstone Private Wealth, Fundrise, a specific GP's investor letter.

Is there anything else we should know before we begin?Live deals, deadlines, sensitivities, internal politics, prior agencies, or anything that would change how we write this.

08

Which deliverables do you want produced?

The defaults below cover a full investor-acquisition launch. Untick anything outside this engagement.