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
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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
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1:1 Feedback & Coaching
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Skill Enhancement Workshops
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Call Shadowing & Analysis
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Talk Tracks & Objection Handling
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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
6
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
1
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
6
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
1
Weekly Metrics
-
Dial Stats
-
Dispositions
-
Live Connect
-
Live Connect to Appointment
-
No Show
-
Reporting
Tier 3
$7,500
Daily Call Target
250
Active Workflows
8
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
2
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
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.
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.