Frequently Asked Questions

We sell accredited investor lead lists and run marketing campaigns for companies raising capital, often for oil, real estate or private placements. We can call and pitch your deal, and AI agents can call for you. We provide investors, not funds. We don't lend, invest or close deals. Once an investor wants to talk, you ask for the money.

James Deal owns JAD Enterprises. He has been in the lead business since 2016, after working in oil and gas. Our office is in McKinney, just outside Dallas. Rachel Deal, our VP of Sales, is the other main contact. We are independent of other lead companies. Not sure someone works for us? Call or email and we'll confirm.

No. To protect our clients' privacy, we don't share client names, deal details or references. Our clients run oil and gas, real estate, land, coins and metals, and pre-IPO offers. Some have bought from us for many years. For AI calling, we can send a 60-day case study from July 2026. You're also welcome to visit our office.

Since 2016 we have built a large database from many sources: fronts from oil and gas, real estate, precious metals and private placement deals, broker data and our own online lead generation. Each record is matched to a current phone number. Our team speaks with every $5 surveyed lead, and we don't resell those for at least 60 days.

We sell four lead types. Surveyed leads, called Real-Time Leads on our order form, are $5 (2 to 14 days). Fronted leads, called Premium Leads on our order form, are 50 cents (6 to 12 months). Dialer leads are 25 cents (1 to 2 years), 10 cents (2 to 3 years) and 5 cents (3 to 4 years). Email leads are 10 cents (6 months to 2 years old), for your own email outreach. We refresh older data and remove invalid numbers and dead contacts. Orders start at $750.

Surveyed leads are people our callers reached by phone in the last 2 to 14 days. The callers check it's the right person and ask whether they're accredited, have liquid assets, have invested before and are open to new deals. They come in a spreadsheet with the same contact details as every lead.

Fronts are investors who inquired about past deals in real estate, oil and gas and private placements, through broker-dealers. Some invested, but we don't know who closed. Our 50-cent leads are fronts. Calling them is still cold calling, but they were qualified as accredited investors who looked at deals before.

It depends on the lead type. Surveyed leads: our callers spoke with each one in the last 2 to 14 days and asked the full set of questions, including the SEC accredited investor test and investing history. Fronted and Dialer leads get a shorter call to check the number is in service and it's the right person. Whenever our callers find a do-not-call request, a non-accredited person, bad data or a non-investor, we take them off the list. Those tiers don't get the full survey. We don't assign dollar amounts because allocations vary by sector.

Every order is checked against your past orders with us to remove duplicates. It's not 100%. Send back disconnected, invalid or non-accredited contacts within 30 days of delivery and we replace them. Surveyed and Email leads are yours alone for 60 days. Fronted and Dialer leads for 30 days. Leads from a campaign we run for you (AI calling, our callers or social ads) are yours alone and never resold.

Most numbers are cell phones. Every number goes through a third-party check, then carrier and line-type filtering. It's not 100%. Our callers spoke with every $5 surveyed lead in the last 2 to 14 days. Fronted and Dialer leads get a shorter call to check the number is in service and it's the right person. Most cheaper leads were fronted, so name changes are unlikely. Send us disconnected or non-accredited leads within 30 days of delivery and we replace them.

Yes, for normal orders. We have a large database, and new data comes in every day. 100,000 leads is no problem. Our $5 surveyed leads are made daily, so large orders of those take time. Narrow filters and a large suppression file also limit counts. We don't promise a set number per day. Tell us what you need.

Yes. Filters include state, city, ZIP, net-worth tiers, industries (real estate, oil and gas, private placements, metals, crypto) and business ownership. On surveys, our callers ask which sectors each person has invested in. Most investors check four or five boxes, so sector lists overlap by about 30 to 40%. Anyone who claims exact specifics is overselling.

Yes. All our leads are in the US, from nationwide sources. The biggest states are what you'd expect: California, Florida, Texas, New York, Illinois, Georgia, Ohio and North Carolina. We have plenty of older dialer data, but at 1 to 4 years old, not every number works. We call the fresh surveyed leads in our own office every day.

Yes. We build lists for specific regions, sectors or investor types. We price each one as a single batch, rounded to an even total. We can suppress your database so you don't pay for leads you already have, and the price drops if part of the list is already yours. Tell us what you're after and we'll quote it.

Tell us the niche and we'll check first. Most of our data comes from fronts in oil and gas, real estate, precious metals and private placements. We have investors with stock market experience, and people who have done private placements and pre-IPO deals. We can't say which deals they bought or promise OTC traders. Your filters stay on your profile.

No. Investments are all we do, and we specialize in accredited investor leads. We have some consumer and business data, but not leads for insurance, mortgages or merchant cash advance.

JAD Enterprises delivers most lists within 1 hour of payment during business hours (up to 8 hours during high-volume periods or after 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.

Every lead has at least a name, phone number and state. Most also have a mailing address and email, which we include on request. On phone leads, address and email are not guaranteed. Leads don't include notes, amounts or dates. We can filter for cell-only, email-required or full-address leads, or for people who invested in a sector like tech.

Yes. Lead files come in Excel or CSV, which import into most CRMs, including Salesforce, HubSpot and Zoho. Campaign leads can also flow into a live Google Sheet you share with your team.

Yes. We keep every invoice and every lead we sent you, plus your suppression file and the sectors, states and filters on your profile. These carry over to your next order. There's no set schedule. When you're ready, reach out and pay, and we send the next batch. Every batch is checked against what you already bought.

Order online and pay through Stripe: card, debit or ACH (marketing services by ACH). Prefer an invoice? Call or email us and we send one through QuickBooks, payable by card, debit, ACH or Apple Pay. Wire transfer or check also works if you ask. Just tell us how many leads you want of each type. Leads go out as soon as payment is complete.

Payment is in full up front, before leads go out or calling starts. We don't take a percentage of funds raised or charge per result. You can split one payment across two payment methods. There's no long-term contract. Campaigns run month to month. If you order through our online checkout or the client portal, you accept our short service agreement at checkout. It covers payment, delivery and replacements. Each caller is $5,000 a month, paid before we start. AI call credits are prepaid too.

We can't guarantee a close, a dollar amount, data accuracy or that everyone answers. Accredited means the SEC definition, as the investor reported it. It doesn't promise high net worth or liquidity for your offer. We replace bad records one for one when you send them within 30 days of delivery: disconnected numbers, wrong people, non-accredited, deceased and duplicate contacts.

Not during the exclusive window. Surveyed and Email leads are yours alone for 60 days. Fronted and Dialer leads for 30 days. After that, list leads may be sold again. Leads from a campaign we run for you (AI calling, our callers or social ads) are yours alone and never resold.

Yes. Orders start at $750, split across the lead types you pick. That's enough leads for your team to get real traction. $750 buys 150 surveyed leads at $5 or 1,500 fronted leads at 50 cents. Want to try the data first? A smaller $250 test order is available. We don't give free samples. How many you need depends on your team: each of your own callers should make about 100 dials a day.

We don't cut the price per lead. On larger orders we add bonus leads instead, and the bonus grows with the size of the order. If you plan to email the leads rather than call them, you don't need the newest ones. The 50-cent leads will stretch your budget further.

Yes. Send us a suppression list of phone numbers before the order, such as your CRM contacts or your own do-not-call list, and we remove those numbers from your order.

No. Our callers check each person's info is current. They ask what the person has invested in, what they want next and whether they're accredited. We don't tell them another company will call, and surveyed leads aren't opt-in leads waiting for you. When you call, introduce yourself and go into your offer.

It depends on the deal and the closer. We ask investors whether they're accredited, not how much they will invest. The same investor might put $25,000 into an oil and gas deal and $200,000 into a multifamily deal. Our clients' deal minimums range from $10,000 to $100,000.

No. We don't scrub the Do Not Call list for you, so DNC compliance on your calls stays with you. We do pay for a service that scrubs our leads against known complainers and people who have sued. Anyone who asks to come off our list is removed.

Our full-service campaign is $15,000 a month, agent build included. It combines a caller ($5,000), a follow-up and appointment-setting caller ($2,500), Facebook ads ($7,500), the AI platform ($500), and 20,000 AI calls plus lead lists ($3,000). Bought separately, that's $18,500. JAD keeps 15% of the ad budget. We recommend at least two to three months.

Each caller makes about 800 to 1,000 dials a day, and up to 1,200. That typically produces 4 to 6 leads a business day: people who heard your pitch and want to learn more. This is a typical range, not a promise, and it depends on your offer. We can pull the call logs if you want to see them.

A calling campaign sends you people who heard your pitch and want to talk, the same day. You or your closer call them. To have appointments set for you, add our follow-up and appointment-setting caller at $2,500 a month.

We don't transfer calls live. As callers work, each lead goes onto a shared Google Sheet with the name, phone, email and a few notes. Leads come in the same day they're called, and you can check the sheet anytime. Callers use your qualifying questions and talking points before passing a lead on.

A standard campaign is 20 business days of calling, Monday through Friday, 40 hours a week. If your caller misses a day, we make it up. If leads you already own turn up, we extend the caller's time. When the campaign ends, you can keep going, switch to a new offer or pick up later.

We agree on volume and budget, send a questionnaire, checklist and invoice, then schedule a call with your caller. A clean copy of your materials helps. For intro emails we need a company email, like invest@, and a template. Callers start in 1 to 2 business days if available. Social campaigns usually start bringing in leads within the first week.

You don't need a script. Fill out our questions and we go from there. We have a basic script outline we can send. One tip helps a lot: let investors know there's an option below $100,000. When you cold call a stranger and ask for $100,000 or more, many hang up.

We do. Once we have your approved template and your company email login, it goes out automatically to each new lead as they come in. It's a one-to-one follow-up, not an email campaign. We can't send without login access. Include everything an investor needs to decide: clear, short text, attachments, phone numbers and a calendar link.

A $2,500 one-time agent build per offer, then $500 every 30 days for the platform, and 15 cents per call. The $500 covers hosting, phone numbers and processing. Leads are bought separately. Credit packs start at 2,500 for $375. First-time clients get 2,500 free call credits with their first platform fee. The agent makes up to 50 calls at once.

You run it yourself in a simple portal. Upload your own list in Excel or CSV, or buy dialer leads from us at 5 to 25 cents. Numbers new to us get a disconnect check first, from $0.004 each. Pick how many calls and press go. The agent pitches, checks accreditation and asks for a follow-up time. Results show live.

It depends on your deal, minimum and pitch, so we can't promise a number. In our 60-day case study from July 2026, three live capital-raise campaigns got 1.80% to 3.18% interested leads per call: 8,700 from 361,988 calls, 2.40% combined. Our own accreditation survey calls ran 0.90%. Results are not guaranteed.

Campaigns typically start around $7,500 a month. JAD Enterprises keeps 15% of the total, and the rest goes straight to the ad platform as ad spend. A bigger budget uses the same split. If we design the ads for your offer, there is a $250 creative fee. It takes about two weeks to find the ad that works best.

We don't promise results. Cost per lead moves with the deal, the creatives and the filters. It usually runs $25 to $50 a lead.

Our callers or the qualifying broker asked each investor whether they meet the SEC accredited investor definition. Accredited status is what the investor told our callers (or the qualifying broker); we do not verify net worth or income. We replace non-accredited contacts one for one when you send them within 30 days of delivery.

Yes. We offer opt-in leads from investors who responded to our campaigns, and business-owner leads. We don't give legal advice. Your company decides how its outreach meets the rules, with your own counsel.

Send the records with a short note within 30 days of delivery. We replace disconnected or invalid numbers, wrong people, non-accredited contacts (as they told us), deceased contacts and duplicates of a past order with us, one for one, usually within 1 to 2 business days. On Email Lead orders, bounced emails are replaced too.

You get direct access to your campaign representative and, if purchased, your caller. Reporting is live through Google Sheets. On a calling campaign, leads start the same day your caller does, with notes on each call. For an update anytime, email or call us and we'll tell you what's done and what's next. We handle replacements and campaign changes quickly.

JAD doesn't just sell lists — we deliver complete, custom lead generation solutions. Our services span social media campaigns, outbound calling and AI calling, all focused exclusively on accredited investors. We check each list for working numbers and duplicates, and on surveyed leads our callers ask each investor about accreditation and investment interest.

Unlike bulk list sellers, our Dallas-based callers speak by phone with every surveyed lead. Numbers go through a third-party check and line-type filtering. It's not 100%, so we replace bad records you send within 30 days of delivery. With our sole focus on accredited investors, we provide sharper targeting than generalist providers.

Our $5 surveyed leads are the best: people who gave our callers at least five minutes in the last 2 to 14 days and said they're accredited. If your team uses a dialer, 25-cent or 50-cent leads work, ideally on at least a three-line dialer. For investors open to your specific deal, a custom campaign, often Facebook ads, works best.

We don't quote a close rate or a dollar result. It depends on your deal, ask, minimum and closer. Most of our clients come back. The leads work best for teams that know their deal and aren't afraid to dial. The main reason a campaign falls short is follow-up. Clients who call back fast do best.

JAD Enterprises works several channels at once. Our surveyed leads deliver 2- to 14-day-old accredited investor leads our callers spoke with by phone, at $5 each, while dedicated caller campaigns typically generate 4 to 6 qualified leads per business day (a typical range, not a promise). For the most reach, our Full-Service Campaign at $15,000 per month combines Facebook advertising, AI calling, live outbound calling, and structured follow-ups — all managed by our in-house team in McKinney, Texas. Accredited status is what each investor told our callers or the qualifying broker.

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 surveyed leads at $5 each are investors our Dallas-based callers spoke with in the last 2 to 14 days, asking about accredited status and investment interest. JAD supports both strategies: cold outreach builds pipeline volume, while warm outreach through our caller and social media campaigns reaches people who have already shown interest.

The most effective approach uses tiered lead products matched to campaign goals. JAD offers Dialer Leads at 5 to 25 cents each for high-volume outbound operations that need thousands of contacts, Fronted Leads at 50 cents each for broker-qualified investors with moderate volume, and Surveyed Leads at $5 each for maximum quality, with accredited status the investor gave on a live call. Many clients combine tiers — using Dialer Leads to fuel calling rooms while reserving Surveyed Leads for their top closers. Every tier includes our replacement policy for disconnected, wrong-person, non-accredited, deceased, or duplicate contacts sent back within 30 days of delivery.

Effective ROI evaluation tracks cost per qualified appointment and cost per funded investor, not just cost per lead. We deliver leads in Excel or CSV files that load into most CRMs, 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 gives Surveyed and Email leads a 60-day exclusive and Fronted and Dialer leads a 30-day exclusive. 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. Leads from a campaign we run for you (AI calling, our callers or social ads) are yours alone and never resold.

No provider can promise every record is accurate. The best protection is a written replacement policy and clear sourcing. JAD Enterprises replaces disconnected numbers, non-accredited contacts, deceased individuals, and duplicates from prior orders one for one at no cost, when you send them within 30 days of delivery. Our surveyed leads come from live phone conversations with our Dallas-based callers, who check the name and a working number and ask about accredited status and investment interest. Clients can also submit suppression lists before delivery so we cross-reference against their existing CRM data to avoid sending contacts you already have.

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 surveyed leads are 2 to 14 days old and come from a live phone conversation, our callers ask each investor whether they meet the SEC accredited investor test (net worth over $1M not counting the home, income over $200K, or a Series 7, 65 or 82) and whether they could fund within about 30 days, and Surveyed and Email leads are yours alone for 60 days, Fronted and Dialer leads for 30 days.

Accredited investors are a small share of U.S. households, which makes them hard to find and reach. The top challenges include checking accreditation status without access to tax returns, and keeping contact information current as high-net-worth individuals change numbers. Outreach also has to follow do-not-call and calling rules, which your company handles with its own counsel. JAD works on the first two with data from several sources (property records and business ownership data) and in-house callers who ask each investor whether they meet the SEC accredited investor definition. We also offer opt-in leads and business-owner leads.

The highest-performing sources combine public records with direct conversations. 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 Instagram, 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 speak with every surveyed lead in a live conversation.

The most productive channels for reaching active accredited investors are targeted social media campaigns on Facebook and Instagram (LinkedIn on request), 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 $7,500 per month, ad spend included, 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. That typically produces 4 to 6 leads a day (a typical range, not a promise), 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 come with business phone numbers, which suits 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.