60-Day Performance Case Study

Call volume and qualified-interest outcomes for the four highest-volume users of the AI Investor Calls platform over a single 60-day operating window.

In 60 days, the AI Investor Calls platform placed 693,264 calls for four campaigns: three live capital raises and one internal data-qualification program. The three capital raises turned 1.80% to 3.18% of calls placed into interested leads who self-reported accredited status. Combined, they produced 8,700 interested leads from 361,988 calls, a 2.40% interest rate.

Prepared by JAD Enterprises · July 2026. All figures are actual platform activity for the campaigns and period described — no projections, no estimates.

693,264
Total calls placed
11,696
Interested leads, now or later*
4
Campaigns represented
60
Days of operation

*8,700 leads from the three client capital-raise campaigns plus 2,996 from JAD's internal survey program — two qualification standards, defined below.

How to Read These Results

AI Investor Calls deploys AI voice agents that hold natural, two-way phone conversations with prospective investors: they deliver the offering's opening pitch, answer questions from an approved knowledge base, ask the qualifying questions, and log every outcome. The figures on this page come directly from that call log for a single 60-day window.

What counts as an “Interested” lead

Every lead reported as Interested — Now or Later by the three capital-raise campaigns met all four of the following on a live call:

  • ✓Heard the full opening pitch for the offering.
  • ✓Expressed openness to considering the investment — either now or at a stated later time.
  • ✓Stated their accredited-investor status — self-reported by the prospect on the call.
  • ✓Said they are open to the offering's minimum investment, now or later.

Leads who said “later” each provided a specific timeline, ranging from a few weeks to roughly one year out. Survey-program leads (Campaign 04) meet the reduced standard described below: self-reported accreditation and openness to new investments, now or later — no specific offering is pitched. Each interested lead is delivered as a contact record with its call recording, transcript, summary, and stated timeline.

Where the call lists came from

Campaigns ran on mixed data sources: JAD-sourced investor records at published data tiers ($0.05, $0.10, $0.25, $0.50, and $5.00 per record), JAD-generated Facebook leads, and client-supplied lists such as aged Facebook leads and convention inquiries. Each campaign below lists the exact mix used.

One campaign is a survey program

The fourth campaign is JAD Enterprises' internal program: short survey calls run across the full JAD database to ask about accreditation, investor status, and openness to new investments — prefiltering and cleaning data ahead of future offerings rather than pitching a specific deal.

Reading rates side by side. Call counts are total outbound calls placed, so interest rates are per call placed — not per completed conversation. Rates vary with the offering, its minimum investment, and the data tier called (tiers refer to JAD's per-record data cost). A survey pass across an entire database will naturally show a lower rate than a targeted capital-raise campaign on curated data — the value of the survey program is the qualified list it produces.

Campaign Results

01

Company 1 — Oil & Gas + Salt Water Disposal

Energy · Working Interest

$32,000
Minimum investment

Oil and gas well rework program paired with ownership in a salt water disposal and hauling company.

Call data used: JAD investor records at the $0.25, $0.50, and $5.00 tiers.

80,340
Calls placed
2,556
Interested — now or later
3.18%
Interest rate
31.4
Calls per interested lead
02

Company 2 — Mineral Rights Ownership

Minerals · Direct Ownership

$100,000
Minimum investment

Direct ownership of producing mineral rights.

Call data used: Aged non-JAD Facebook leads, convention inquiries, and JAD records at the $0.50 and $5.00 tiers.

99,176
Calls placed
1,784
Interested — now or later
1.80%
Interest rate
55.6
Calls per interested lead
03

Company 3 — Raw Land, North Texas

Real Assets · Buy & Hold

$250,000
Minimum investment

Buy-and-hold acquisition of raw land in developing areas of North Texas.

Call data used: Facebook leads generated by JAD and JAD records at the $0.50 tier.

182,472
Calls placed
4,360
Interested — now or later
2.39%
Interest rate
41.9
Calls per interested lead
04

JAD Enterprises — Accreditation Survey Program

Internal · Data Qualification

Survey — no offering pitched

Short survey calls run across the full JAD database to prefilter data for future offerings and keep records clean: each call asks whether the prospect is an accredited investor and open to new investments, now or later.

Call data used: JAD records at the $0.05, $0.10, $0.25, and $0.50 tiers.

331,276
Calls placed
2,996
Interested & accredited (self-reported)
0.90%
Interest rate
110.6
Calls per interested lead
Every interested lead self-reported accredited-investor status on a recorded call. Counts for Companies 1–3 include only prospects who completed the full four-part qualification sequence above; the survey program uses the reduced standard described above.
Why the survey rate reads lower. This program calls the entire database — including the lowest-cost data tiers — rather than a curated list for a specific offering. Its output is a standing pool of self-reported-accredited, investment-open prospects available to future campaigns.

Side-by-Side Summary

Campaign Minimum Calls placed Interested Interest rate Calls / lead
Company 1Oil & Gas + SWD $32,000 80,340 2,556 3.18% 31.4
Company 2Mineral Rights $100,000 99,176 1,784 1.80% 55.6
Company 3Raw Land, North TX $250,000 182,472 4,360 2.39% 41.9
JAD EnterprisesAccreditation Survey — 331,276 2,996 0.90% 110.6
All campaigns — 693,264 11,696 1.69% 59.3
  • •Volume: 693,264 calls in 60 days — an average of roughly 11,554 calls per day across the four campaigns.
  • •Live campaigns: the three capital-raise campaigns produced 8,700 interested leads — each self-reporting accredited status — from 361,988 calls, a combined 2.40% interest rate.
  • •Across minimums: interest rates ranged 1.80%–3.18% across minimums from $32,000 to $250,000, tracking data source more than minimum size — the $250,000 campaign (2.39%) out-performed the $100,000 campaign (1.80%).

The Platform Behind These Results

8.6M+
AI calls made, as of July 2026
490+
Agent versions, Oct 2026
800K+
AI-analyzed transcripts, through Aug 1, 2026
47+
Offerings pitched, Oct 2026

AI Investor Calls is the AI division of JAD Enterprises, in the lead business since 2016. We don't provide capital. We provide investors.

Results in this case study are past platform activity for the campaigns and period described. They are not a promise of future results, which depend on the offering and the list. JAD Enterprises LLC · 1402 S Custer Road, Suite 503, McKinney, TX 75072.

Hear It Before You Pay for Anything

  1. 1. Call our live demo agent: investorcalls.ai/demo-call/. Your phone rings within seconds.
  2. 2. Tell us about your offering: investorcalls.ai/questionnaire/.
  3. 3. We build your agent, you approve the pitch, then we launch.

Case Study Questions

What share of AI calls turned into interested investors in the case study?

Across three live capital-raise campaigns over 60 days (July 2026), 1.80% to 3.18% of calls placed became interested leads, now or later. Combined, those campaigns produced 8,700 interested leads from 361,988 calls, a 2.40% interest rate.

What counts as an interested lead?

On a live call the person heard the full opening pitch, expressed openness to considering the investment now or at a stated later time, stated their accredited-investor status (self-reported on the call), and confirmed openness to the offering’s minimum investment, now or later.

Are the rates per conversation or per call?

Per call placed. Call counts are total outbound calls placed, so interest rates are per call placed, not per completed conversation.

Are these results a promise for my campaign?

No. Results in this case study are past platform activity for the campaigns and period described. They are not a promise of future results, which depend on the offering and the list.

See also: What AI calling costs · Human vs AI callers · Track record

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