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Lead Lists

Welcome to! We have been in the lead business for 30+ years specializing in accredited investors. We have a wide variety of accredited investor leads, and we are gonna get into our lead lists.

What are lead lists?

A lead list is essentially a list of targeted investors that somebody can opt-out of and not be included in the main lead list. For example, you could create a separate lead list for your entry-level investors, or you could create a separate lead list for your generalist investors. This is a personal choice, but we are going to look at the benefits and drawbacks of creating separate lists.

One of the best benefits to using a separate lead list is that with one list you are not only catering to one investor demographic but also getting rid of those inactive/less desirable leads that probably make up the bulk of your investor lists.

lead lists

One of the biggest problems with your investor list is if you have too much data in it, it can be difficult to determine what is most important. For example, you may have a lead list that includes your potential investor’s name, email address, phone number, and some other metadata. Once you start sorting through all of those leads and trying to identify which ones are more likely to do business with you just based on their name/email/phone number it gets very confusing really quickly.

When do I need a lead list?

In our experience, you usually don’t need to have separate lead lists unless you are creating a targeted campaign. The reason for this is that the biggest value in a lead list comes from targeting invested leads. If you are just building your general investor lists then it is probably not worth it to invest in a separate lead list.

For example, if you are only trying to solicit investors for your Reg A+ Campaign (a type of IPO) you probably don’t even need to bother with a lead list. All of your leads are supposed to be accredited and invested in some form. So you can go ahead and send them an email without having any kind of lead list or filtering going on.

But if you are going to be targeting individual investors like family offices, then you should really consider having a separate list for them because those types of investors usually have more money than normal everyday retail investors and usually get solicitations from multiple companies on a daily basis. It is important that your emails stand out in their inboxes. is here to help you and your business! If you have any questions, comments or requests about investing, contact We offer free consultations and we are here to help you succeed!

We can help you:
  • Create investor lists
  • Connect with qualified investors like accredited family offices, private equity funds, special purpose acquisition companies (SPACs) and venture capital firms.

When do I need a lead list? How do I use them? What are the benefits for my business? Who should be on a lead list? All of these questions answered! Welcome to SalesLeads, contact us today!