What would you like to know?
Deal Room Setup and Features (3)
Yes, as part of the onboarding process, we assist you with setting up your Deal Room
Starting is straightforward with your pitch deck and an executive summary. Additional elements can be added over time. The initial setup can be completed in minutes.
Absolutely, and we encourage it. CapitalHQ is designed to streamline processes for your investors as well. It’s important to note that invited investors will not receive communications from CapitalHQ about other opportunities.
Education, AI Prompts and Support (3)
We offer a range of Capital Raising education videos, templates, and processes to assist you, designed to minimize friction in your capital-raising journey.
Yes, our AI prompts save you substantial time in the capital-raising process. Our prompts cover a range of areas, including Hero text, Elevator Pitch, Capital-Raising Pitch Email, Information Session Email, and much more.
Yes, we make the CapitalRaisingGPT we have created available to all our clients to assist in your capital raising journey. It is accessible on OpenAI.
For more insights on achieving success with CapitalHQ, complete this form.
Investor Access and Engagement (3)
Wholesale Investor has over 45,000, and CapitalHQ now boasts over 25,000 investors and subscribers in our ecosystem, ranging from HNW individuals to VCs, Family Offices, Industry Participants, and CEOs.
Yes, you can! Our ecosystem, opting to be visible and contactable, is accessible via the CapitalHQ platform.
We have collaborated with companies and funds across every stage and sector. Our platform enhances the capital engagement process, which is essentially a marketing and sales process.
Investor Conferences and Events (2)
Here is a short video from one of our recent Conferences to give you a visual perspective!
When participating in a Wholesale Investor Conference, you receive a comprehensive package to maximise your exposure and engagement with potential investors. This package includes:
Pre-event Promotion: Your company will be promoted during the lead-up to the event through dedicated email campaigns, newsletters, and social media outreach to our investor ecosystem. This helps build anticipation and interest among attendees before the event even begins.
Dedicated Trade Table: You’ll have access to a trade table in the Exhibition area. This is your area where you can showcase your materials and interact directly with investors.
8-Minute Presentation Opportunity: You’ll have the chance to deliver an impactful 8-minute presentation to the attendees. This enables you to share your vision, opportunity, and key insights directly with a room of investors and deal-makers.
Investor Attendee Access: You’ll gain direct access to our list of conference attendees. This includes high-net-worth individuals, venture capitalists, family offices, and other investors actively seeking opportunities.
Investor Subscriber Profile (2)
Our investor subscriber base consists of over 45,000 high-net-worth individuals, family offices, venture capitalists, private equity firms, institutional investors, and industry participants.
- For Fund Managers, this is typically 100k to $250k. As an investor becomes more confident in you as a Manager, this tends to increase significantly
- For Private companies, private investors typically invest between $25k to $250k for a first investment. As you hit your milestones and targets, they tend to invest more.
- Family Offices are often $500k and above but it depends on the opportunity.
- Professional Investors typically have their own mandates, which are $1mill+
- Some active investors may look to invest and then assist you with your raise, or their own services
Promotion to Investors (2)
At Wholesale Investor, we offer a multi-channel approach to help maximise your business’s exposure to our extensive investor network. The majority of these are included in the base Silver Subscription package, except for where it is outlined on a subscription. Our promotion strategies include:
- AI/ML Matchmaking: Our AI/ML-driven technology matches your business with the most relevant investors based on their preferences and interests.
- Dedicated Email Promotions: We assist you in creating a dedicated email campaign featuring only your company, sent directly to our investor ecosystem, spotlighting your business opportunity. (Gold Subscription0
- Participation in Conferences: In the lead-up to our major investor events and conferences, we feature your business as one of the Featured companies, driving interest and engagement with event attendees and participants ahead of the event.
- Featured Company in Our Weekly Newsletter: Your company will be highlighted at the top of our weekly newsletter and distributed to investors, keeping them informed about your business.
- Weekend Email: Gain extra visibility with a placement in our weekend email campaigns designed to create additional visibility and engagement with investors.
- CEO Interviews: Gain personal exposure through CEO interviews, where you share your journey, vision, and opportunity directly with investors, fostering a deeper connection.
Information Session Invitations: Invitations to exclusive online Information sessions where investors can learn more about your business directly. (Platinum Subscription) - Publishing of News and Milestone Announcements: When you have significant milestones in the company, we share those milestones and achievements with our investors through out newsletter and platform.
- CapitalHQ Marketplace Feature: Your company will be showcased in the CapitalHQ Marketplace, where investors can browse active opportunities.
Our Dedicated email campaigns provide significant exposure to a high-quality investor audience, consistently driving strong open and click-through rates that lead to engagement with your opportunities.
Average Open Rate: Our email campaigns have an impressive average open rate of 33%, showcasing our investor base’s high level of interest and engagement. This is significantly higher than the industry average for financial services, which typically ranges from 20-25%.
Average Click-Through Rate: Our emails drive a 13% average click-through rate (CTR), well above industry standards, demonstrating that our audience is not only opening emails but actively engaging with the content and offers.
Top Performers: With campaign campaigns that achieve standout results, open rates are as high as 80%, and click rates reach 32%. This demonstrates the potential for substantial engagement when the content aligns with investor interest.
Subscription and Access (2)
Yes, you do! It’s included in your subscription. For more details on how to optimise your Investor Portal, please contact us at [email protected]
Our Customer Success team is here to assist you in reactivating your account. Please get in touch for support at [email protected]
Success and Outcomes (1)
Success in capital raising depends on various factors, including your offer, valuation, and negotiation skills. Wholesale Investor and CapitalHQ is designed to assist in accessing investors, streamlining processes (potentially saving up to 80% of your time), and improving conversion rates. While outcomes vary, our 15-year track record and success stories across sectors speak to our platform’s impact. For more insights on achieving success with CapitalHQ, complete this form.
Backed By Leading Investment Groups and Family Offices

