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HOW IT WORKS

GETTING STARTED IS EASY.

And we'll be with you every step of the way.

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SELECT
PACKAGE

01

Choose Your
Membership Package:
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SET UP

02

You will be assigned an Account Team comprised of an Account Executive, Research Consultant, and, where applicable, a Marketing Consultant. Additionally, you will receive a detailed work program and customized email accounts for your company senders.
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ESTABLISH
CURATED
CAMPAIGNS

03

Together we will create curated marketing campaigns based on the asset classes and sub-verticals that you want to target:

 

Using Capital Connect’s contact list, you will refine and approve your customized distributions list(s).

You provide your message and any marketing deliverables. We are available to provide marketing support services should you need it.

We will ensure all marketing collateral is optimized and ready for distribution.

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BEGIN
NETWORKING

04

We manage campaign distribution while you network – you have the flexibility to manage your ongoing conversations, leads and relationships as you see fit. We do not receive incentive fees or participations in your transaction activities.

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TRACK
SUCCESS

05

You manage email traffic and communications through the integrated portal.

We will provide analytics and data on each of your mass email campaigns so we can finetune your customized distribution list(s) for future campaigns.

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Questions? We have answers.
Connect with us and let's talk!