What is an Investor Sales Funnel?

An investor sales funnel is the marketing term for the journey potential investors go through on the way to making an investment. There are several steps to an investor sales funnel, usually known as the top, middle, and bottom of the funnel, although these steps may vary.

An investor sales funnel helps you understand what potential investors are thinking and doing at each stage of the investor journey. These insights allow you to allocate your budget for the most effective marketing activities and channels, create the most relevant messaging during each stage, and turn more prospects into investors.

The model uses a funnel as an analogy because a large number of potential investors may begin at the top-end of the sales process, but only a fraction of these people actually end up making an investment. As a prospect passes through each stage of the funnel, it signifies a deeper commitment to the investment goal.

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