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How New Equity Consulting Closed $100K from Cold Email in 93 Days: Automated Lead Generation for IPO Investors Case Study

Learn how we a pre-IPO investment agency (New Equity Consulting) close $100,000 in new business in 93 days in this IPO investors lead generation case study.

Rohan’s (New Equity Consulting Owner) Feedback:

Case Study Snapshot

Want the Exact Email Sequence That Closed $100K and Booked 53 Sales Calls in 93 Days on Autopilot? Get Instant Access👇

Email #1 A - Subject: Quick Question

Hi <First Name>,

Are you looking to expand your investment portfolio at the moment?

Rohan Bhatia

Email #1  B - Subject: Quick Question

Hi <First Name>,

We’re looking to work with a few investors to partner for Late Stage Investment Fund's latest and greatest pre-IPO opportunities.

Are you looking to expand your portfolio at the moment?

Rohan Bhatia

Email #2 A - Subject: Open to new investments?

Hey <First Name>,

Do you want to invest in late-stage "unicorn" companies?

Please let me know if you are still looking for great investment opportunities.

Thank you

Rohan Bhatia 

Email #2 B - Subject: Open to new investments?

Hi <First Name>,

We have some great opportunities for you to invest in late-stage "unicorn" companies at steep share price/valuation discounts to what they're likely to IPO at in the market. Please let me know if you are still looking for investment opportunities?

Thank you

Rohan Bhatia 

Email #3- Subject: Investment with huge growth potential

Hi <First Name>,

Our investors have seen 3,000% on Facebook, 2,300% on Twitter, and even 1,200% on LinkedIn. Three of our most recent IPOs include: Snowflake (SNOW), Palantir (PLTR), and Airbnb (ABNB). All three of those have more than tripled since their IPO.

We’re looking to partner with the right investor who wants to invest in late-stage "unicorn" companies at steep share price/valuation discounts to what they're likely to IPO at in the market.

If this is something you’re open to, click the link below and let’s schedule a quick 10-15 minutes to chat.

Here is the link to My Calendar for a Virtual Coffee.

Thank you

Rohan Bhatia 

If respond NO - 

Hi <First Name>,

No worries at all.

Do you know another investor that is looking for pre-IPO opportunities we could connect with?

Thanks in advance.

Rohan Bhatia 

If respond yes

Hi <First Name>,

Our investors have seen 3,000% on Facebook, 2,300% on Twitter, and even 1,200% on LinkedIn. Three of our most recent IPOs include: Snowflake (SNOW), Palantir (PLTR), and Airbnb (ABNB). All three of those have more than tripled since their IPO.

We’re looking to partner with the right investor who wants to invest in late-stage "unicorn" companies at steep share price/valuation discounts to what they're likely to IPO at in the market.

If this is something you’re open to, click the link below and let’s schedule a quick 10-15 minutes to chat.

Here is the link to My Calendar for a Virtual Coffee.

Thank you

Rohan Bhatia 

How did you get my information? - 

Hi <First name>, you were pretty easy to find, lol!  

We’re very particular about who I decide to engage and partner with. 

We did research on you and your firm seems qualified and able to service to the level of our other partners.

If you’d like to discuss this further, let’s set aside a few minutes to see if there’s a mutual fit. Here is the link to My Calendar for a Virtual Coffee.

Talk soon!

Rohan Bhatia

Follow Up Templates:

 

First Followup -

Hi {First Name},

I never heard back? 

What does early next week look like for you for a quick 15-minute chat?

Here is my calendar to make finding time easier - 

Rohan Bhatia

Second Followup -

Hi {First Name},

I still haven't heard back. Would you still be interested in chatting?

Are you free Thursday or Friday afternoon?

Here is my calendar to make finding time easier -

Rohan Bhatia

Third Followup -

Hello,

I hate to be a pest {First Name}, but I wanted to follow up one last time. Are you free for a call early next week?

Rohan Bhatia

P.S. Here is my calendar to make finding time easier:

https://calendly.com/rohan-bhatia/virtual-coffee

LinkedIn Template:

Hi {First Name},

Thought I'd send you a quick request here after we chatted over email.

Rohan Bhatia

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