Secure Investment Firm LOIs

via Freelancer ·

Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I run an AI startup that delivers deep market analytics and predictive insights tailored to professional investment firms. To accelerate our fundraising and product-market validation, I need signed, verifiable Letters of Intent from reputable buy-side or sell-side institutions.

Here is the scope:

• Source and qualify decision-makers inside investment firms that stand to benefit most from AI-driven market analytics and prediction tools.
• Craft and refine outreach—email, LinkedIn, calls—so the value proposition resonates with portfolio managers, research heads, and strategy leads.
• Coordinate brief demos or Q&A sessions with me when technical depth is required.
• Negotiate and close each prospect on a non-binding LOI that clearly states their intent to pilot or license the platform once it is production-ready.

Acceptance criteria
• Each LOI must be signed on corporate letterhead (PDF) by an authorized executive.
• Contact details of the signatory and the firm’s legal name must be included.
• I will verify authenticity; payment milestones can align with every LOI that passes verification.

A track record in B2B fintech sales, familiarity with CRM tools such as HubSpot or Salesforce, and comfort navigating the compliance expectations of regulated investment firms will help you hit the ground running. If you’re ready to open doors and secure tangible commitments, let’s talk.
research sales crm business analysis market research business writing b2b marketing ai app development
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