How to Win Investors in the First 30 Days

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What You'll Learn

Explore how to create seamless digital onboarding experiences that reduce friction, strengthen compliance, and build trust. This session discusses what investors expect from sponsors, the common pitfalls that lead to drop-off, and how polished, secure processes can drive reinvestment and referrals.

Webinar Agenda

  • Investor priorities: What matters most to institutional and individual investors
  • The 30-day onboarding framework for sponsor success
  • Building long-term relationships through transparency and communication
  • Technology solutions that scale your investor management

Hosted By

Lauren Brychell

Founder, Equity Elevated Consulting

Tommy Hoang

Director of Platform Expansion, InvestNext

Mike Schmansky

Mike Schmansky

CEO & Founder, Red Cedar Advisory Services

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Lead Magnet - How to Win Investors in the First 30 Days - 2025
09/23/2025 2:00 pm