JAD Enterprises

How do I find accredited investor leads?

JAD Enterprises delivers accredited investor leads through three channels: pre-built lead lists (Dialer, Premium, or Real-Time tiers), done-for-you outbound campaigns (calling, social media, voicemail drops, AI voice agents), or full-service marketing. Real-Time Leads are phone-verified by our in-house Dallas team within 2-14 days of delivery. Sample orders start at $250; standard tiers start at $750.

What are the requirements to be an accredited investor?

Per SEC Rule 501, an individual qualifies as an accredited investor if they meet any one of: (1) annual income of $200,000+ individually or $300,000+ jointly with a spouse for the past two years with the same expected this year, (2) net worth exceeding $1,000,000 excluding primary residence, or (3) holding a Series 7, 65, or 82 license in good standing. Entities like trusts over $5M and qualifying institutions also qualify. All JAD leads meet at least one of these thresholds.

What are the benefits of using accredited investor leads?

Accredited investor leads let fund managers, syndicators, and private-placement issuers reach pre-qualified prospects who can legally participate in Regulation D offerings. Benefits: faster capital raising (pre-qualified audiences convert 3-5x higher than general investor lists), SEC compliance clarity (Reg D 506(b) requires pre-existing relationships; 506(c) requires verification — JAD documentation supports both), and higher lifetime value per contact because accredited investors typically commit larger capital per deal.

What is the difference between an accredited investor and a qualified investor?

Accredited investor status is based on income ($200K+), net worth ($1M+), or professional licenses (Series 7/65/82) and permits participation in private Reg D offerings. Qualified purchaser status is a higher bar — $5M+ in investments for individuals, $25M+ for institutions — and permits participation in 3(c)(7) funds with unlimited investor counts. Every qualified purchaser is also an accredited investor, but not vice versa. JAD focuses on accredited investors, the broader category most relevant to syndications and private placements.

How do I target accredited investors effectively?

The most effective targeting combines (1) pre-qualified data (JAD verified lead lists with income, net worth, and liquidity filters), (2) multi-channel outreach (phone calls, social ads, voicemail drops, email, and AI voice qualification), and (3) compliance-conscious messaging under Reg D 506(b) or 506(c). Cold lists alone convert poorly — pair them with 3-5 touchpoints across channels. JAD full-service campaigns handle all three pillars, including appointment-setting to your calendar.

How does JAD Enterprises source investor leads?

We use a multi-channel approach: social media ads to high-net-worth audiences, survey opt-ins, fronted leads from brokered opportunities, and proprietary datasets including business ownership records, voter registration, and property details in affluent ZIP codes. All real-time leads are phone-verified by our Dallas-based team.

What types of investor leads are available?

We offer three tiers: Real Time Leads ($5/each, 2-14 days old, phone-verified), Premium Fronted Leads ($0.50/each, 6-12 months old, broker-qualified), and Dialer Leads ($0.25/each, 1-2 years old, cleaned and updated). All leads include accredited investor verification.

How quickly will I receive my leads?

Most lead lists are delivered within 1 hour of payment during business hours via email in Excel format. CSV and PDF formats are also available on request. Campaign-generated leads flow in real time via Google Sheets.