Investor Data Supply
Pre-qualified accredited investor leads, ready for your AI agent to call.
Powered by JAD Enterprises
AI Investor Calls is built by JAD Enterprises, a full-service marketing company specializing in accredited investor leads and alternative investment marketing. With years of experience connecting businesses with qualified investors, we don't just build the AI agent — we can supply the leads for it to call.
Pre-Qualified to SEC Standards
Every investor lead is pre-qualified against accredited investor criteria defined by SEC Rule 501 of Regulation D.
Net Worth
$1,000,000+
excluding primary residence
Annual Income
$200,000+
$300,000 combined with spouse
Investable Assets
$100,000+
in liquid capital
Investor Status
Active
currently investing in alternatives
Lead Types & Pricing
Four tiers to match your campaign budget and volume needs.
Real-Time Leads
Voice-qualified by our in-house Dallas team. Verified liquid assets, confirmed investment history, and assessed openness to new opportunities.
Premium Leads
Sourced from licensed brokers. Investors confirmed as accredited and interested, many with a history of investing over the phone.
Dialer Leads
From fronts and client lists, regularly scrubbed for invalid numbers. Tiered pricing based on age — ideal for high-volume AI calling campaigns.
Email Leads
Verified email addresses of active investors who requested investment information. Ideal for email campaigns paired with AI follow-up calls.
Delivery & Format
Speed
Most lists delivered within 1 hour during business hours
Formats
Excel, CSV — ready to upload directly to your AI Investor Calls portal
Data Included
Name, phone, email and mailing address when available
Sectors We Cover
Leads available across all major alternative investment verticals.
AI Agent + Lead Supply
Order your leads
Choose the lead type and volume that fits your campaign. Leads are delivered within hours.
Upload to your portal
Drop your lead list into the AI Investor Calls portal — CSV or Excel, drag and drop.
Your agent calls
Your custom AI agent works through the list, qualifying prospects and capturing interest.
Results flow in
Good leads, callbacks, and recordings appear in your dashboard and Google Sheets in real time.
Quality Guarantee
We stand behind every lead we deliver. If any lead meets our definition of bad data — disconnected numbers, non-accredited investors, deceased contacts, or duplicates from prior orders — we replace it one-for-one at no additional cost.
Need Leads for Your AI Agent?
Contact us to discuss your campaign volume, sector, and timeline. We'll recommend the right lead type and get you started.