Investment Introduction Business
Tony runs an Investment Introduction business where he brings people seeking investors with potential investors.
The format is a lunch in a private room with all parties seated at a circular table.
The client presents the investment opportunity then fields questions over the lunch.
It is a very relaxed and personal approach and has proved successful.
Business has been going well however the market has become increasingly crowded with a number of competitors offering the same or similar offerings.
This has made it harder to differentiate from competitors and establish a clear point-of-difference. He is regularly on LinkedIn and other social media platforms to enhance his image and reputation.
He has recently signed up to the MyBrokers App offering. It enables him to create a completely customisable APP that he can add pages, upload videos, and update content with ease via the APP Management System.
The MyBrokers App is designed for showcasing investment opportunities which is ideal for his business. Once he is happy with his APP he simply invites his clients (sophisticated investors and family offices) to the APP via a simple CSV upload. Only people that Tony invites and approves gain access to his APP.
It is not only a more sophisticated offering and way to do business, but it has also enabled him to expand his service offering to cater to clients who do not have the budget for his main service.
His APP now provides Tony with a real point-of-difference.
He can now deliver all investment opportunities to all of his database instantly by simply publishing the Opportunity on his APP which automatically generates an in-APP Notification to his database. Even if only 25% of his database download the APP initially that is still over 100 potential investors.
His services are now:
· Present your opportunity over an intimate 2-hour lunch with a minimum of 6 Family Offices
· List your opportunity on our APP and gain exposure to over 100 other Family Offices
Investor Lunch $25,000
APP Listing $7,500 (3 months listing)
· List your opportunity on our APP to gain access to over 100 other Family Offices
The APP Listing service has proven to be a bit of a cash cow as there are virtually no Cost of Goods in having the opportunity on his APP and it is completely scalable.
He can have unlimited opportunities listed on his APP.
The Enquiry Button on the bottom of each page of an Opportunity is a great way demonstrating the interest level from his database which he can use to upsell the listing clients to the lunch service.