Leadfins
Prepared for Summit Capital
45-Day Pilot

15–20 qualified PF meetings a month, on your calendar.

Only investors who clear the $50k minimum and already understand the PF. You never cold-call a list.

Where the PF stalls

8–9
calls a week from your last agency, none qualified
5
partners who doubt PFs close online
↓
network raises slowed with the economy

What's actually different

We run the whole path and filter twice before anything hits your calendar.

Target

Investor-grade Meta ads at real spend, $150–300/day.

Educate

A page + short video explain the PF before any call.

Qualify

We screen for the $50k minimum and real PF interest.

Book

Qualified meetings land straight on your calendar.

Messaging that lands

We don't run one ad and hope. We test the angle until the right one hooks your investor, then pour spend into it.
"An alternative to your bank CD."
Familiar framing
"A fixed return, backed by real assets."
Safety angle
"90-day liquidity, not locked away."
Flexibility angle
"Income that isn't tied to the markets."
Stability angle
"Monthly income, paid automatically."
Cash-flow angle
"Built for accredited investors."
Status angle

Creative diversity & volume

Dozens of variations across every format, refreshed constantly so ad fatigue never kills performance.
An alternative to your bank CD
Feed
Fixed return, asset-backed
Story
90-day liquidity
Reel
Monthly income, automatically
Static
Not tied to the markets
Video
For accredited investors
Carousel
Higher yield than a CD
Feed
Put idle cash to work
Reel
Mailbox money, every month
Story
Backed by Summit's track record
Static
40+
creatives in rotation
6
formats tested
Weekly
fresh creative shipped

Typical agency vs Leadfins

Typical agency
Leadfins
×One message for everyone
✓Many angles, tested to a winner
×A handful of static ads
✓Dozens of creatives, refreshed weekly
×Hands you a list to call
✓Books qualified meetings on your calendar
×You pay for effort
✓Measured on qualified meetings
Working right now · Nitya Capital
200
meetings booked in 7 weeks
15
qualified leads / day
0
cold calls by their team
Meetings booked — cumulative, weeks 1 to 7
200
W1W2W3W4W5W6W7
The same model we'd run for your PF. You already know Swapnil — ask him.

The 45-day pilot

What we build & run

  • Meta ad account + dozens of investor-grade creatives
  • PF landing page with a short explainer video
  • Qualification + calendar booking flow
  • Weekly reporting on spend, meetings, quality
15–20
qualified PF meetings / month
Your part: take the calls, fund ad spend ($150–300/day).

Investment

45-Day Pilot
$4,500
One flat fee. Setup, creative, funnel, booking.
After the pilot
$5,000/mo
Quarterly. Only once results land.
Ad spend
Separate
Paid to the platforms. $150–300/day.
A measurable channel that runs alongside your network, not instead of it. Judged on qualified meetings, not impressions. No results in 45 days, no reason to continue.

Let's walk through it Friday

Full context before your partner meeting Tuesday.

Schedule the walkthrough