What Subscription Plan is Best for You?

Take this 2-minute quiz and get a tailored recommendation

based on your needs, goals, and current experience.

Package

Comparison

Quiz

1. What best describes your current capital-raising experience?

*

A) I've raised less than $1,000,000 from private investors

B) I've raised between $1MM-$10MM in capital and am looking to scale.

C) I've raised $10MM+ and looking to introduce more automation and organization

2. How many contacts do you currently manage?

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A) Fewer than 1,000.

B) Between 1,000 and 5,000.

C) 5,000 +

3. What level of automation are you seeking?

*

A) None. I'm just looking for more organization

B) Basic Automation to remain top of mind

C) I have limited time and want to automate as much as possible

4. Do you require a designated account manager?

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A) Not necessary at this stage

B) It would be helpful for guidance.

C) Absolutely, for strategic support.

5. How important is social media integration for your campaigns?

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A) Not a priority

B) Important for outreach and engagement.

C) Critical for multi-platform campaigns

6. What type of landing pages do you need?

*

A) Basic sign-up forms.

B) 2-step and webinar landing pages.

C) A variety of customizable templates.

7. Do you plan to host webinars for investor engagement?

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A) Not at this time.

B) Occasionally, as needed.

C) Regularly, as part of our strategy.

8. How do you handle document signing and invoicing?

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A) Not a need at this time.

B) Manually, using separate tools.

C) Prefer integrated solutions.

9. What level of email marketing support do you need?

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A) Basic email communication.

B) Drip campaigns and email warm-up services.

C) Extensive templates and automation.

10. How do you manage your sales pipeline and lead notes?

*

A) From memory

B) Using a spreadsheet or yellow pad.

C) Simple tracking methods using other tools/softwares ie: pipedrive, etc

11. Are you interested in community-building features?

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A) Not currently.

B) Yes, but a few months from now

C) Yes, I have an existing community or would like to build ASAP

12. On average, how frequently do you attend networking events and exchange contact info?

*

A) I hardly attend networking events.

B) 1x/month.

C) 2-4x/month.

13. How much time would you ideally like to save every week?

*

A) 1-10hrs.

B) 10-20 hrs.

C) 20+ hours

14. What is your preferred support level?

*

A) Access to help resources & 24/7 support

B) 24/7 tech support with some guidance.

C) Dedicated support with strategy sessions.

15. How comfortable are you with learning new softwares and implementing tools?

*

A) I have a hard time understanding and learning new tools.

B) I have experience using other CRMs and email marketing tools for a while.

C) Very and I have a dedicated person/team to assist as well.

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