For Fund II+ sponsors raising under 506(c)
We build and run the investor-acquisition funnel: Meta ads, landing page, booked investor meetings and CRM follow-up. Your team takes the meetings.
$165M+ raised by clients · 10,000+ investors closed · Toronto
What we build and who it’s for
Martin
What you get
Everything an investor sees, and everything that gets them to a meeting with you.
20 ad concepts at launch, direct-to-camera and static, refreshed monthly.
An investor page with booking built in.
Calendar, confirmation and reminders by email, SMS and voicemail.
Nurture, win-back and auto-booking sequences.
Your counsel approves every investor-facing word before it goes live.
A weekly scorecard and a live dashboard.
What we never do: speak to investors about the offering, promise outcomes, or take a fee on capital raised.
A two-minute walk through the ads, the page, the calendar, the CRM and the dashboard.
Inside the funnel: ads, page, calendar, CRM, dashboard
Results
McGillivray Capital Partners
McGillivray Capital Partners
“We had a goal that we were trying to reach within 18 months and we ended up reaching that goal in 12 months. Digital marketing was a big part of that.”
FISYN
FISYN
“It’s outstanding. Everybody shows up with a smile, willing to be helpful, and it shows up in their work product. I would highly recommend you guys, and I do so wholeheartedly.”
Across all clients.
Fit
The math
Put in your own numbers. The marketing cost is paid once; every re-up lowers the cost of that investor’s capital.
Lifetime cost of capital
9.2%
First ticket 20%, paid once. Lifetime capital per investor $217,600 across 4 funds.
A $25M fund at $100K tickets is about 250 investors. At 20% that’s $5M of marketing, and you own all 250 relationships for the next fund.
At 9.2% lifetime, you’re under the broker-dealer line.
At 9.2% you’re close to the broker-dealer line. It works if your investors come back; the day-90 checkpoint is where you find out at a known cost.
On a single fund, 20% is the number. This is built for sponsors who raise again.
If your lifetime number is under 12%, you are cheaper than a broker-dealer and you own the list. Book the call.
You pay to acquire an investor once. If they come back for your next fund, and the one after that, the marketing cost is spread across every cheque they ever write. That is the number to compare against a broker-dealer, who charges on every fund.
How it works
Weeks 1–6
Weeks 6–12
Month 4+
Who takes the calls
The founder or a partner takes the first call. We book it, remind the investor and hand over the notes.
An investor-relations hire who takes every call from day one. We train them on the funnel and the CRM.
A vetted outside investor-relations team takes the calls for you.
Priced on request
At scale, expect 40–100 investor meetings a month. We book them; your side holds them.
Pricing
One program, in three phases. The price is on the page because you’ll ask on the call anyway.
Months 1–3
$50,000
all-in
That is $30,000 of ad spend and $20,000 of agency fee. Everything in “What we build and run” is included.
Day 90
2x return on ad spend
We review the number together. The checkpoint is 2x return on ad spend. If it’s not there, you stop and keep the funnel, the list and the data.
Month 4 onward
$14,997
a month, plus CRM usage
Ad spend is paid by you and sized to the raise.
No percentage of the raise. No success fee. You pay for the marketing; the investors are yours.
First cheques typically arrive around month 4.
The call
What happens on the call
Martin and Sandra
Martin Kocandrle
Takes the first call
Sandra Sardinha
Takes the first call
The call is 30 minutes. If you’re not a fit, we say so in the first ten.
Questions
A broker-dealer charges a placement fee on every dollar raised, on every fund, and you do not keep the investor relationship. With us you pay a marketing cost once per investor, about 20% of their first ticket. If that investor re-ups into your next fund, the cost of their capital falls with every cheque. Run your numbers in the calculator above: under 12% lifetime and you are cheaper than a broker-dealer, and you own the list.
The agency fee is normally paid by the management company. Whether ad spend can be treated as an offering expense of the fund depends on your fund documents, so ask your counsel. We invoice whoever you tell us to.
Typically around month 4. Weeks 1 to 6 are the build. Ads go live after that. Accredited investors take a few weeks from first click to a signed subscription, and most need more than one conversation. Plan cash for the first 90 days accordingly.
You choose one of three options: your leadership takes the calls, you hire someone in-house, or you hire a third party (priced on request). We book the meetings, send the reminders and hand over the notes. We never speak to investors about the offering.
Yes. Advertising an offering to the public is only allowed under Rule 506(c), with accredited-investor verification. If your Form D is filed under 506(b), or not filed yet, we cannot run ads for you. Tell us when it is filed and we will pick it up.
No. The results on this page belong to the clients named. Your result depends on your track record, your offering and whether your team takes the calls. The day-90 checkpoint exists so you see the number at a known cost before committing further.
Four things. A decision-maker for a weekly 30-minute call. Counsel review of investor-facing copy within five business days. Someone to take investor calls. Ad budget funded before launch.
Six weeks. Weeks 1 to 6 are the build: ads, landing page, calendar, CRM automations and the compliance review with your counsel. Ads go live at the end of week 6.
Next step
If you’re a fit, you pick a time with Martin or Sandra on the next screen. If you’re not, we tell you why.
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VirtualAd is a marketing agency, not a broker-dealer. We sell a marketing service to sponsors and companies. We do not solicit investments, sell securities or take a fee on capital raised.
