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Build a world-class IR team.

Drive tangible results.

Scale Talent

In the evolving landscape of investor relations, having a high-performing team is not just an advantage - it's a necessity. Sustainable success hinges on more than just a sound strategy and a promising portfolio.

Maximize the value of your lead database

Subject Creating Alpha in Private Markets [Name], In a market where many are pulling back,

Speed-to-Lead

Recent webinar? New ad launch? Capitalize on initial interest and maximize conversion potential. New leads are contacted within 60 business mins with custom scripts and highly-trained setters.

Re-engage Dormant Leads

Scale IR specializes in converting dormant leads. Utilizing CRM automations, our team identifies and engages with high-potential investors, increasing odds of securing a meeting.

Free Up Your Internal Team

Let your team focus on accelerating fundraising and closing while Scale IR books high-quality, accredited investor mirectly on your calendar. No more chasing leads or time consuming initial calls!

ROI Increasing Strategies

Founded by award winning, global sales leaders, Scale IR knows how to make long-term impact. As an extension of your team, we'll maximize value and strategically increase conversion rates.

Unlock Peak Performance

Free up your internal team to focus on core strengths, such as asset and portfolio management, while Scale IR handles daily tasks

Reduce Overhead Costs

Say goodbye to expenses associated with hiring, training, and managing an in-house team. Focus resources on what matters most

Accelerate Fundraising

Our team's expertise in lead qualification and investor engagement brings you closer to your fundraising goals faster

Unmatched Scalability

Scale Talent is designed to be an adaptable and scalable solution. Whether you're experiencing rapid growth and need to expand IR capabilities quickly, or seeking to refine your current approach, we'll meet you where you are.

Scale IR provides the flexibility to adjust your team size and resources as needed, ensuring you always have the right support at the right time.

Custom Talent Acquisiton

We meticulously source, recruit, and onboard top-tier IR professionals who align with your firm's vision and values.

Training & Development

Our rigorous training programs equip your team with specialized knowledge, skills, and tools needed to excel in their roles

Performance Management

Comprehensive tools and insights to track team performance, identify areas for improvement, and ensure consistent results

IR Org Design & Strategy

After assessing your current infrastructure, we'll design a detailed, custom org strategy that promotes efficiency, collaboration, and scalability

Ongoing Support

1:1 Feedback & Coaching
Skill Enhancement Workshops
Call Shadowing & Analysis
Talk Tracks & Objection Handling
KPI Tracking & Analysis

Key Roles

Building a Well-Rounded IR Team

Scale Talent focuses on providing specialized professionals who excel in key investor relations roles, ensuring a comprehensive and high-performing team for your firm:

Appointment Setters

The front line of your IR efforts, ensuring a consistent flow of qualified leads for closers

IR Associates

Drive conversions, secure commitments, and maximize fundraising success

Investor Services

Dedicated POC, addressing inquiries, providing updates, and fostering long-term relationships that drive repeat investments

Team Managers

Leadership for optimal performance and productivity. Monitors metrics and implements strategies for continuous improvement

Tier 1

Daily Call Target

150

Active Dialing Workstreams

1 New Lead
1 Re-Engage
No Show
More Info

Add up 2 Additional:

First Meeting Follow-up
Previous Sales Cycle
Additional New Leads
Additional Reengage
Webinars or Conferences
Email Follow-Ups

Outbound Campaign

Not Included

Custom CRM Dashboards

1 Setter Dashboard

Weekly Reporting

Dial Stats
Disposition
Insights
Live Connect
Live Connect to Appt
No Show
Reporting by creative (if GenRevv client)

Onboarding

Tech integration
CRM Workflow Build-Out
Basic Automations & Tagging
Kick-Off Call
Team Immersion & Setter Training
Script Writing & Editing (1 for each active workstream)

Strategy Syncs

First 30 Days:

Weekly 30 Min Syncs

31+ Days:

Bi-Weekly 30 Min Syncs

Tier 2

Daily Call Target

200

Active Dialing Workstreams

1 New Lead
1 Re-Engage
No Show
More Info

Add up 2 Additional:

First Meeting Follow-up
Previous Sales Cycle
Additional New Leads
Additional Reengage
Webinars or Conferences
Email Follow-Ups

Outbound Campaign

Setup/Mgt of 7 Touch Email Sequence
Up to 7,500 contacts
Purchase/Warming Up to 5 Email Domains
Copywriting with quarterly edits

Custom CRM Dashboards

1 Setter Dashboard

Weekly Reporting

Dial Stats
Disposition
Insights
Live Connect
Live Connect to Appt
No Show
Reporting by creative (if GenRevv client)

Onboarding

Tech integration
Kick-Off Call
CRM Audit & Recommendations
Workflow Build-Out
Intermediate Automations & Tagging
Team Immersion & Setter Training
Script Writing & Editing (1 for each active workstream)

Strategy Syncs

First 30 Days:

Weekly 30 Min Syncs

31+ Days:

Bi-Weekly 30 Min Syncs

Tier 3

Daily Call Target

250

Active Dialing Workstreams

1 New Lead
1 Re-Engage
No Show
More Info

Add up 2 Additional:

First Meeting Follow-up
Previous Sales Cycle
Additional New Leads
Additional Reengage
Webinars or Conferences
Email Follow-Ups

Outbound Campaign

Setup/Mgt of 10 Touch Multi-Channel Sequence
Up to 10,000 contacts
Purchase/Warming Up to 10 Email Domains
Copywriting with quarterly edits

Custom CRM Dashboards

2 Dashboards

Weekly Reporting

Dial Stats
Disposition
Insights
Live Connect
Live Connect to Appt
No Show
Reporting by creative (if GenRevv client)
Performance by Lead Source
Cohort Analysis

Onboarding

Tech integration
CRM Workflow Build-Out
Basic Automations & Tagging
Kick-Off Call
Team Immersion & Setter Training
Script Writing & Editing (1 for each active workstream)

Strategy Syncs

First 30 Days:

Weekly 30 Min Syncs

31+ Days:

Bi-Weekly 60 Min Syncs

Tier 1

$4,500

Daily Call Target

150

Active Workflows

Onboarding

Custom Workflows & Tagging
CRM Automations
Custom Fields (5)
Kick-Off Strategy Session
Script Writing
1:1 Setter Training

Outbound Campaign

Not Included

Custom Dashboards

Detailed Weekly Reporting

Dial Stats
Dispositions
Live Connect
Live Connect to Appointment
No Show
Reporting

Tier 2

$6,000

Daily Call Target

200

Active Workflows

Onboarding

Custom Workflows & Tagging
CRM Automations
Custom Fields (5)
Kick-Off Strategy Session
Script Writing
1:1 Setter Training

Outbound Campaign

(1) 7 Touch Email Campaign

Up to 7,500 Contacts

Custom Dashboards

Weekly Metrics

Dial Stats
Dispositions
Live Connect
Live Connect to Appointment
No Show
Reporting

Tier 3

$7,500

Daily Call Target

250

Active Workflows

Onboarding

Custom Workflows & Tagging
CRM Automations
Custom Fields (5)
Kick-Off Strategy Session
Script Writing
1:1 Setter Training

Outbound Campaign

(2) 7 Touch Multi-Channel Campaigns

Up to 10,000 contacts

Custom Dashboards

Weekly Metrics

Dial Stats
Dispositions
Live Connect
Live Connect to Appointment
No Show
Reporting

Leadership Tools

Empower Your Team for Success

Scale Talent goes beyond providing personnel; We equip GPs with essential tools and resources to effectively lead and manage IR teams. Our comprehensive suite of leadership tools includes:

Job Descriptions

Clearly defined job descriptions that outline roles, responsibilities, and expectations for each IR position, ensuring clarity and accountability within your team

Compensation Plans

Competitive and motivating compensation plans designed to attract and retain top talent, fostering a high-performing and results-oriented culture

Custom Interview Process

Tailored interview process to identify and select the top candidates for your specific needs, ensuring strong cultural fit and alignment with your firm's values

IR Training Plan

Comprehensive training programs that equip your team to excel in their roles, including product knowledge, investor qualification techniques, and communication

Team Resources

Fuel productivity and performance with in-depth resources that enhance knowledge and skill sets, while fostering cross-team collaboration and efficiency

Management Frameworks & SOPs

Proven management frameworks, SOPs, and specialized workshops focused on refining IR sales skills, ensuring consistent execution and optimal performance

Who will Scale IR call and how do you know which contacts to exclude from calling?

Scale IR will call leads based on the criteria defined in your outreach strategy. We work with you to determine which contacts should be included in calling campaigns and which should be excluded. Exclusions typically include past investors, active prospects already in later-stage conversations, and anyone marked as "Do Not Contact" (DNC) in your CRM. We can also exclude contacts based on custom rules such as accreditation status, past investment history, or recent engagement activity.
Who will be making calls to my leads? What will they say?

Scale IR’s Lead Engagement Specialists will be making calls to your leads. These specialists are trained in handling investor conversations and use a structured discovery framework to engage and qualify leads based on key factors like timeline, liquidity, and interest in your asset class. The call script and approach are customized to your offering, ensuring that conversations align with your brand and sales strategy. Our goal is to create a smooth handoff to your team by setting high-quality meetings with engaged, qualified investors.
Will you require me to change the way I use my CRM? Do I need to use your CRM?

No, you do not need to change the way you use your CRM or migrate to a new system. Scale IR integrates with your existing CRM (such as HubSpot, ActiveCampaign, or GoHighLevel) to pull in leads and update records with call outcomes, email engagement, and meeting activity. If needed, we can add custom fields to improve reporting and workflow automation, but you retain full control of your CRM.
How can I easily see activity that's taken place and the outcome of each call/email?

All call, email, and meeting activity is logged directly in your CRM in real time. You’ll be able to see notes, dispositions, call recordings (if applicable), and next steps for each contact. We also provide summary reports and dashboards that give you visibility into key performance metrics, such as connection rates, meeting set rates, and lead conversion trends.

How Does it Work?

Scale IR leverages decades of expertise and diverse resources to drive tangible results.

See how our collaborative approach has helped our clients achieve their fundraising and investor relations goals.

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New Leads

8-12% Live Connect Rate

35-40% Appointment Conversion

Existing Database

6-10% Live Connect Rate

15-18% Appointment Conversion

Appointment Conversion

Out of Every 1k Leads Generated

130-150 Converted

Close Rate

With a 10-15% Close Rate, We Typically Close 8-10 Investors

Lead

Engagement

Sales

Execution

Team Management

Discover your Growth Potential

Use our Scale IR Calculator to discover your company's potential. This free tool lets you input current database numbers, conversion rates and sales figures to see how even a small increase in IR can significantly boost your revenue.