Frequently Asked Questions

JAD Enterprises uses a multi-channel approach: social media ads to high-net-worth audiences, survey opt-ins, fronted leads from brokered opportunities, and proprietary datasets (business ownership, voter registration, and property records in affluent ZIP codes). All real-time leads are phone-verified by our Dallas-based team.

As of 2026, JAD Enterprises offers four lead tiers: Surveyed Leads (2–14 days old, $5 each) — fresh, phone-verified accredited investors actively seeking opportunities. Fronted Leads (6–12 months, $0.50 each) — previously broker-qualified and re-verified before delivery. Dialer Leads (1–4 years, $0.05–$0.25 each) — older, cleaned lists ideal for dialer campaigns.

We confirm accreditation, verify responsiveness, and ask about profession, investment history, and ability to fund within approximately 30 days. We don't assign dollar amounts because allocations vary by sector.

Every order is cross-checked against prior sales to prevent duplicates. Disconnected, invalid, or non-accredited contacts are replaced. Exclusivity is available on request and included with custom campaigns.

JAD Enterprises delivers most lists within 1 hour of payment during business hours. Campaign-generated leads flow in real time via email or shared Google Sheets.

Standard delivery is Excel; CSV or PDF is available on request.

Name and phone are standard; when available we include email and mailing address or state. We can filter for cell-only, email-required, or full-address leads.

Yes — CRM-ready files for Salesforce, HubSpot, Zoho, and more, plus live Google Sheet feeds for shared visibility and integrations.

As of 2026, JAD Enterprises' full-service campaign is a $14,000/month program combining large-scale investor email outreach, Facebook/LinkedIn ads, outbound calls, intro emails, and structured follow-ups. JAD Enterprises books calendar-ready investor appointments so you focus on closing.

A dedicated caller typically generates 4–6 qualified leads per business day with real-time notes. Most clients see approximately 15–20 investor appointments in month one, increasing as the pipeline matures.

Caller campaigns usually launch within 1–2 business days if a caller is available. Social campaigns typically produce first leads within 24–48 hours.

We pre-qualify against accredited-investor criteria and follow SEC guidelines. No provider can guarantee precise net worth; we disclose verification steps and provide replacements where applicable.

Yes. Real-time and opt-in lead generation campaigns are DNC-safe, and we can provide business-owner leads that are DNC-exempt.

We replace disconnected, non-accredited, or invalid contacts. For email lists, bounced emails are replaced as well.

You'll have direct access to your campaign representative and (if purchased) your caller, real-time reporting via Google Sheets, and responsive replacements or campaign adjustments.

Yes — filters include state, city, ZIP, net-worth tiers, industries (real estate, oil & gas, private placements, metals, crypto), and business ownership.

Absolutely. We build tailored lists to match specific regions, sectors, or liquidity signals.

JAD Enterprises invoices via QuickBooks and accepts credit/debit cards, ACH, wire transfers, and checks.

No. Due to generation costs, payment is required in full before delivery.

JAD Enterprises guarantees quality, accuracy, and one-for-one replacements for bad data. Fundraising outcomes depend on your offer, terms, and follow-through.

Lists may be resold over time, but custom campaign leads are exclusive to you.

We do not offer free samples, however we do offer sample orders starting at $250. This is a good option if you want to test a lead type before committing to a standard order, or if you are trying a new provider for the first time.

Yes — we can cross-reference your suppression or internal DNC lists to ensure fresh, unique contacts.

JAD doesn't just sell lists — we deliver complete, custom lead generation solutions. Our services span social media campaigns, outbound calling, and email marketing, all focused exclusively on accredited investors. Every lead goes through a hands-on verification process, including phone confirmation and income qualification checks, so you receive contacts that are both accurate and investment-ready.

Unlike bulk list sellers, our Dallas-based callers speak directly with Real Time Leads every day. Each record is verified for live phone connectivity and name accuracy, so you're not chasing dead numbers. With our sole focus on accredited investors, we provide sharper targeting and higher lead quality than generalist providers.

JAD Enterprises accelerates investor acquisition through multiple simultaneous channels. Our Real-Time Leads deliver 2- to 14-day-old, phone-verified accredited investors at $5 each, while dedicated caller campaigns generate 4 to 6 qualified leads per business day with approximately 15 to 20 investor appointments in month one. For maximum velocity, our Full-Service Campaign at $14,000 per month combines outbound calling, social media ads on Facebook and LinkedIn, email outreach, and structured follow-ups — all managed by our in-house team in McKinney, Texas. Every lead is screened against SEC accreditation criteria before delivery.

Cold outreach contacts investors who have not previously engaged with your firm, typically through dialer campaigns using older lead lists ($0.05 to $0.25 per lead) or voicemail drops ($600 to $3,500 per campaign). Warm outreach targets investors who have already expressed interest — our Real-Time Leads at $5 each are investors our Dallas-based callers spoke with in the last 2 to 14 days, confirming accreditation and investment interest. JAD supports both strategies: cold outreach builds pipeline volume, while warm outreach through our caller and social media campaigns delivers higher conversion rates and faster appointments.

The most effective approach uses tiered lead products matched to campaign goals. JAD offers Dialer Leads from $0.05 to $0.25 each for high-volume outbound operations that need thousands of contacts, Premium Leads at $0.50 each for broker-qualified investors with moderate volume, and Real-Time Leads at $5 each for maximum quality with phone-verified accreditation. Many clients combine tiers — using Dialer Leads to fuel calling rooms while reserving Real-Time Leads for their top closers. Every tier includes our replacement guarantee for disconnected, non-accredited, or duplicate contacts.

Effective ROI evaluation tracks cost per qualified appointment and cost per funded investor, not just cost per lead. A $5 Real-Time Lead that converts to a $100,000 investment represents a 20,000x return. JAD clients using our caller campaigns typically see 15 to 20 appointments in month one at a $5,000 monthly investment, translating to roughly $250 to $333 per qualified appointment. We deliver leads in Excel, CSV, or CRM-ready formats for Salesforce, HubSpot, and Zoho, making it straightforward to track conversion rates through your existing pipeline reporting.

Responsible providers enforce exclusivity windows and track sales at the individual record level. JAD Enterprises assigns a 60-day exclusive to every Real-Time Lead and a 30-day exclusive to Premium and Dialer Leads. Before each order ships, we cross-reference against our complete sales history to prevent any client from receiving a contact currently under another client's exclusivity window. Custom campaign leads generated through our caller services or social media programs are exclusive to the purchasing client with no resale period.

The strongest guarantee is a documented replacement policy backed by verifiable sourcing. JAD Enterprises replaces disconnected numbers, non-accredited contacts, deceased individuals, and duplicates from prior orders on a one-for-one basis at no additional cost. Our Real-Time Leads are verified through live phone conversations by our Dallas-based callers who confirm name, phone connectivity, accreditation status, and investment interest. Clients can also submit suppression lists before delivery so we cross-reference against their existing CRM data to ensure every contact is fresh and unique.

The three most frequent complaints are stale data with disconnected numbers, leads that do not actually meet accreditation criteria, and overselling where the same investor receives calls from multiple firms simultaneously. JAD addresses all three: our Real-Time Leads are 2 to 14 days old with live phone verification, every investor is screened against SEC accreditation thresholds of $1 million net worth, $200,000 income, and $100,000 investable assets, and each lead comes with a defined exclusivity window of 30 to 60 days depending on the tier.

Accredited investors represent roughly 13 percent of U.S. households, making them inherently difficult to identify and reach. The top challenges include verifying true accreditation status without access to tax returns, maintaining current contact information as high-net-worth individuals frequently change numbers, and complying with DNC and TCPA regulations during outreach. JAD overcomes these through multi-source verification — combining property records, business ownership data, and direct phone qualification by our in-house callers. We also offer DNC-compliant opt-in leads and business-owner leads that are DNC-exempt under FCC rules.

The highest-performing sources combine public records with direct verification. Property ownership data in affluent ZIP codes identifies individuals likely to meet net-worth thresholds. Business ownership and voter registration records in high-income areas provide additional targeting layers. JAD Enterprises uses all of these plus social media advertising on Facebook and LinkedIn, broker-qualified front databases, newsletter opt-ins, and direct outbound calling to build our investor lists. The key differentiator is that we do not stop at data aggregation — our Dallas-based callers verify every Real-Time Lead through a live conversation.

The most productive channels for reaching active accredited investors are targeted social media campaigns on Facebook and LinkedIn, direct outbound calling against qualified databases, broker-front networks, and opt-in landing pages with investment-focused content. JAD Enterprises operates across all four channels. Our social media campaigns start at $5,000 per month and target high-net-worth audiences with investment-specific messaging. Our caller campaigns at $5,000 per month dedicate a full-time, Dallas-based caller to your account, generating 4 to 6 qualified leads per day delivered in real time via Google Sheets.

Business owners are a prime accredited investor audience because they frequently meet both income and net-worth thresholds through business equity and earnings. JAD Enterprises maintains business ownership datasets sourced from state filings, property records, and commercial databases in affluent areas. These leads are DNC-exempt under FCC rules when contacted at their business number, making them ideal for outbound calling campaigns. We can filter by state, industry, and estimated revenue tier. Clients targeting business owners typically combine our lead lists with our voicemail drop service ($600 to $3,500) for high-touch, multi-channel outreach.