Investor Targeting Software for Registered Broker-Dealers — Run More Mandates Without Adding Headcount
Registered broker-dealers face a scaling problem: each mandate requires building an investor list, personalizing outreach, managing follow-up, and tracking pipeline — all manually, all for each deal. The economics of BD operations are constrained by the number of analyst hours available, which limits how many mandates can run simultaneously.
GIGABOOST.AI is the investor targeting software that gives broker-dealer teams the infrastructure to run 10x more mandates simultaneously. AI investor matching identifies the right accredited investors for each specific issuer mandate from 340,000+ verified investors, and the autonomous outreach agent executes personalized sequences for each deal — all in parallel, all reviewable before sending.
GIGABOOST.AI provides a multi-mandate dashboard where BDs can manage investor lists, outreach sequences, pipeline status, and communication logs across all active deals simultaneously. Every outreach is reviewed and approved by the BD team before sending — maintaining compliance with FINRA rules and broker-dealer supervision requirements.
At $3,000/month per firm (not per mandate), GIGABOOST.AI adds significant capacity without adding headcount — making it economically viable to accept smaller mandates, expand sector coverage, and build a larger, more diversified deal pipeline.
Key Features for Registered broker-dealers
Multi-mandate investor targeting dashboard — manage all active deals in one place
AI investor matching per mandate — 340K+ verified accredited investors filtered by deal type
Autonomous outreach agent with FINRA-compatible approval workflow
500 investor outreach sequences per month across all mandates
Unlimited pitch deck and offering materials review for issuer clients
Per-mandate CRM and data room — isolated investor data per deal
Full outreach audit log for compliance documentation
Frequently Asked Questions
Is GIGABOOST.AI FINRA compliant for broker-dealer use?
GIGABOOST.AI is a software platform — not a registered broker-dealer. All outreach is reviewed and approved by the BD before sending, consistent with FINRA supervision requirements. BDs should evaluate the platform with their compliance team before use.
Can multiple team members at a broker-dealer access GIGABOOST.AI?
Yes. GIGABOOST.AI supports team accounts with role-based access. Multiple analysts and principals can manage different mandates within a single firm account.
How does GIGABOOST.AI handle investor data across different mandates?
Each mandate has isolated investor data — contact records, outreach history, and pipeline status are not shared across deals unless explicitly configured. This protects investor relationships and maintains deal confidentiality.
Can GIGABOOST.AI help broker-dealers win new issuer mandates?
Indirectly, yes. BDs who can demonstrate a systematic, AI-powered investor targeting capability — rather than relying on a personal rolodex — tend to win mandates from issuers who need proof of distribution capacity.