Akeel JabberInvestment Director, Horizen Capital · Investor, Entrepreneur and Petroleum Engineer

Ever wondered how investor outreach really works behind the scenes? 🤔

14 Apr 2026 · 1 min

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1:13

In this segment, Jericho from Valiant explains how their firm facilitates investor outreach without being a FINRA‑licensed broker‑dealer. The company runs online ads to attract potential investors, captures their contact information, and forwards the leads to the client’s own deal team, which is responsible for direct conversations and closing. Valiant then deploys a fully automated, multi‑touch sequence—spanning days 1, 3, 5, 7, etc.—that educates prospects with emails containing pitch decks, executive summaries, and videos; text messages with calendar links for booking meetings; and ringless voicemail (voice‑drop) messages. The speaker emphasizes the compliance boundary (the firm cannot act as a broker‑dealer) and positions Valiant’s role as lead identification and investor education, leaving the final investment decision to the client’s team.

Chapters

Typically they have a broker-dealer or an investment banker or a placement agent or an in-house investor relations team, whatever it may be, a team there to be able to have these conversations with the investors. And so we're able to identify the investors, bring 'em to our clients, and then it is on our clients to actually field those conversations and close those investors out. Because we're not a FINRA-licensed broker-dealer, we can't take that position. Mm-hmm. The reason why I bring that up is as these investors see the ads we're running online, they're able to enter their info, request to be contacted by our client's team, And whenever that happens, that info gets sent over to our client's team. But we have an entire sequence of automations that is built out to further educate and inform these investors. So Investor A requests to be contacted about the deal, day 1, day 3, day 5, day 7, et cetera. They're going to be getting emails with pitch decks and executive summaries and further information, videos to check out, text messages with a calendar link to book on our client's calendar. And we send out voice drops, which are kind of the ringless voicemails. Out to these investors saying, hey, this is Jericho from over at Valiant. Thanks so much for requesting to be contacted. We're looking forward to discussing this opportunity with you.