A paid investor channel for a self-storage fund.

We built the lead-form funnel and wrote every marketing asset so this customizable self-storage fund based in Iowa could bring in high-net-worth investors through paid acquisition.

At A Glance

The situation, the build, the result.

The situation

Momentum Wealth Fund operates as a customizable self-storage fund based out of Iowa. It raises from accredited investors, depended on a closed circle of referrals, and needed a repeatable paid route to strangers.

What we built

We built a lead-form funnel that carries a cold investor from the ad to a booked conversation. We also wrote the ad copy, video scripts and pre-call education inside the fund's compliance context.

Where it landed

The fund now has a repeatable paid route to accredited investors. It no longer relies only on existing relationships and referrals to fill its pipeline of booked conversations.

The Work

What we did, in order.

Defined the investor

We started with who the fund raises from: accredited, high-net-worth individuals who already understand real estate investing and want a passive, long-hold position in a customizable self-storage fund based in Iowa. That profile shaped every asset that followed.

Packaged the offer for a stranger

Trust and lack of knowledge are the two barriers for an investor who has never heard of the fund. We reduced the offer to a plain explanation of what the fund buys, how it is structured and what an investor can expect.

Built the lead-form funnel

A video page with an investor qualification form and the booking step on one path, so a cold prospect moves from the ad to a scheduled conversation without friction.

Wrote and scripted the marketing assets

The ad copy, the video scripts and the pre-call education were written for investors, in the register a financial offering requires, so the fund's team could review and approve quickly.

Outcomes