Investor Data Supply
Accredited investor leads, ready for your AI agent to call.
Powered by JAD Enterprises
AI Investor Calls is the AI calling division of JAD Enterprises, an accredited investor lead company in McKinney, Texas, since 2016. We supply the leads for your AI agent to call.
Asked About SEC Standards
Our callers or the qualifying broker asked each investor whether they meet the SEC accredited investor definition in Rule 501 of Regulation D. Status is what each investor reported to our callers or the qualifying broker. Liquid assets are not part of the SEC test.
Net Worth, Not Counting Home
$1,000,000+
Or Income Each of the Last 2 Years ($300K Joint)
$200,000+
Or Holds a License
Series 7, 65 or 82
Also asked on Real-Time Leads (not SEC criteria)
- About $100,000+ available to invest
- Recent investing
- Open to new deals
- Whether they could fund in about 30 days
We ask because investors with $100K+ ready to invest are the ones most offers need.
Lead Types & Pricing
Three tiers to match your campaign budget and volume needs.
Real-Time Leads
Phone-qualified by our in-house team in McKinney, Texas. Each investor told our callers they meet the accredited investor thresholds, and our callers ask about liquid assets, investment history and openness to new offerings.
Premium Leads
Sourced from rooms pitching private investments. Each investor told the qualifying broker they are accredited and interested, and many have invested over the phone before.
Dialer Leads
From fronts and client lists, regularly scrubbed for invalid numbers. Tiered pricing based on age — ideal for high-volume AI calling campaigns.
Delivery & Format
Speed
Most orders delivered within 1 hour; up to 8 hours on busy days or after hours
Formats
Excel, CSV — ready to upload directly to your AI Investor Calls portal
Data Included
Name, phone, email, and mailing address when available
Sectors We Cover
Leads available across all major alternative investment verticals.
AI Agent + Lead Supply
Order your leads
Choose the lead type and volume that fits your campaign. Leads are delivered within hours.
Upload to your portal
Drop your lead list into the AI Investor Calls portal — CSV or Excel, drag and drop.
Your agent calls
Your custom AI agent works through the list, qualifying prospects and capturing interest.
Results flow in
Good leads, callbacks, and recordings appear in your dashboard and Google Sheets in real time.
Replacement Policy
We check numbers and remove duplicates of your past orders before delivery. It's not 100%, so send back bad records with a short note within 30 days of delivery and we replace them one for one. See the full Replacement Policy.
Need Leads for Your AI Agent?
Contact us to discuss your campaign volume, sector, and timeline. We'll recommend the right lead type and get you started.