Built for Registered Broker-Dealers

Every client raise, run by AI Agent.

Run every client raise from one place. The AI targets investors, warms them on LinkedIn, and drafts the outreach. Your team approves and sends every message.

Free account. See your match count free

340,412+ verified investors35%+ investor meeting rateNo success fees — everFINRA-compliant approval workflowStart Now

Recommended by founders, fund managers & syndicators

The problem

You're Losing Time and Money Because…

Manual investor sourcing and generic outreach are throttling your BD's capacity and deal conversion rate.

Manual Investor Research Caps How Many Mandates You Can Take

Building qualified investor lists for each issuer mandate takes 20–40 hours of associate time per deal. That research bottleneck limits how many simultaneous mandates your BD can effectively manage — and caps your annual deal volume. Investor targeting software eliminates that ceiling.

Generic Outreach Produces Low Meeting Rates and Reflects on Your Firm

When deal introductions arrive as template emails, sophisticated investors notice — and respond less. Automated investor outreach that references an investor's specific mandate and portfolio converts at 35%+ vs. 2% with templates. The quality of your communications reflects directly on your firm's brand.

Compliance Review Slows Every Campaign

Every investor communication requires compliance review before delivery. The slower your workflow, the colder your investor relationships get between touchpoints. AI-drafted messages that go straight into your compliance queue get to investors faster without sacrificing oversight.

How it works

Up and running in under 24 hours.

Upload your deck. Get your ranked investor shortlist. Launch AI outreach. That's it.

01

Upload Each Issuer's Offering Materials

AI analyzes the offering structure, issuer profile, accreditation requirements, and sector to build a precise investor targeting profile per mandate.

02

Get Matched Investors for Each Mandate

Our investor targeting software scores 340,412+ investors by offering type, accreditation status, check size, sector focus, and investment history — returning a ranked shortlist for each issuer mandate in minutes.

03

Launch Compliant, Automated Investor Outreach

AI drafts personalized outreach per mandate. Each message enters your compliance approval queue before delivery — full oversight, zero template outreach.

Capabilities

The Platform Built for Modern Broker-Dealer Operations

Run more mandates. Match better investors. Close deals faster — without hiring.

Accredited Investor Targeting Software for Every Mandate

AI scores our full accredited investor targeting platform across offering type, accreditation status, sector focus, check size, and investment history. Get a qualified investor shortlist for each issuer mandate in minutes — so your team spends time closing, not building lists in spreadsheets.

Issuer Pitch Deck and OM Review

AI reviews every issuer's offering materials against institutional investor standards. Surface P0–P2 issues before they kill deals in due diligence. Your clients show up to investor meetings with airtight materials — and your BD's reputation stays intact.

Automated Investor Outreach With Full Compliance Control

AI drafts personalized investor outreach referencing each investor's specific mandate, portfolio, and stated interest areas. Messages enter your approval queue before delivery — this startup fundraising CRM gives you compliance oversight without slowing your pipeline.

Multi-Mandate Pipeline Management

Manage every issuer mandate from one dashboard — investor lists, outreach campaigns, meeting tracking, and deal pipeline all consolidated. Know exactly where each deal stands across your BD's book of business, without juggling spreadsheets.

Find My Investors

Free account. See your match count free

See it in action

This is what your fundraising process looks like inside GIGABOOST.AI.

Real dashboard. Real workflows. Exactly what you get on day one.

AI Investor Targeting

340,412+ investors ranked by fit in minutes.

AI Email Outreach

Personalized sequences timed to engagement signals.

AI Investor CRM

9-stage pipeline with real-time engagement tracking.

"We tripled the number of mandates our team manages without adding a single associate. The AI investor targeting is faster and more precise than anything we were doing manually — and the personalized outreach gets 10x the reply rate of our old templates."

Michael S.

Head of Capital Markets · Registered broker-dealer, 40+ annual mandates

Based on platform usage. Results vary.

35%+†
Investor Meeting Rate
vs. 2% with standard cold deal introductions
10x†
More Mandates Per Associate
AI handles research and outreach infrastructure
90%†
Lower Cost Than Traditional Research
No per-contact database fees or manual list building

† Self-reported by platform users. Past results do not guarantee future performance. Individual outcomes vary based on stage, sector, and execution.

Comparison

GIGABOOST.AI vs. Manual Research + Databases

See exactly what changes when you replace the old approach with AI.

FeatureGIGABOOST.AIManual Research + Databases
Investor research cost per mandate
Included in subscription
$1,500–$6,000 per mandate
Time to investor shortlist
Minutes
20-40 hours per deal
Outreach personalization
AI-personalized per investor
Generic template emails
Mandates per associate capacity
10x more
3-5 simultaneous
Compliance approval workflow
Multi-mandate dashboard
Cancel anytime

Run More Mandates. Target Better Investors. Win More Business.

GIGABOOST.AI gives registered broker-dealers the investor targeting software and automated investor outreach infrastructure to take on more issuer clients and close more deals — without adding headcount. Get started today.

Free account. See your match count free

340,412+ investors · AI-personalized outreach · full pipeline CRM.

No setup feesInstant accessCancel anytime
FAQ

Frequently Asked Questions

Enterprise & Multi-Mandate

Running multiple client mandates?

Firms managing 5+ concurrent capital raises get custom pricing, dedicated onboarding, consolidated billing across all mandates, and volume credit bundles. We'll build a package around your workflow.

Custom seat countVolume credit discountsDedicated onboardingConsolidated billingPriority support
Talk to Us About Custom Pricing

No commitment · Response within 24 hours