Private Investor Platform

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OVERVIEW & SCOPE

Raising capital in today’s market is uniquely challenging. Investors are more selective, conducting deeper diligence, and demanding clear proof of market opportunity, execution capability, and a credible path to liquidity. For founders, management teams, and fund managers, the question is not just “How do I meet investors?” but “How do I get in front of the right investors—those who truly understand my sector and have the capacity to fund meaningful growth?”

Opus8’s Private Investor Platform (PIP) was designed to solve this problem. Since 2009, we have been helping companies and funds raise capital by providing direct, curated access to our global investor community and supporting every step of the fundraising journey.

Our platform offers unparalleled access to over 4,500 accredited investors, including high-net-worth and ultra-high-net-worth individuals, angels, family offices, and small institutional funds. Beyond this core, we regularly engage with an additional 45,000+ high-net-worth investors and 1,000+ Centers of Influence (COIs)—venture partners, RIAs, advisors, and family office executives—who act as trusted conduits to capital.

The program is designed to simplify, accelerate, and de-risk your fundraising through:

Exclusive, curated investor meetings featuring only your company.
Tailored advisory and materials refinement so your pitch resonates with investors across industries.
Ongoing introductions and pipeline tracking to keep momentum strong.
Global visibility through CONNECTpreneur’s 310,000+ investor and business leader community.

Whether you are raising a Post-seed, Series A, bridge round, growth round, or pre-IPO financing, Opus8 provides the reach, credibility, and process discipline to connect you with investors who are aligned with your sector,stage, and goals.

WHY CHOOSE US?

Largest Private Investor Network We manage one of the most robust and engaged private investor communities in the U.S. and globally, with thousands of angels, HNW/UHNWs, family offices, and small institutional funds. Our investors are active across industries including life sciences, fintech, AI, SaaS, cybersecurity, dual-use/national security tech, consumer, real estate, and more.
Exclusive Focus on Your Company Our private investor events are built entirely around you. You are the sole presenting company—no distractions, no competition for attention—just serious conversations with qualified investors.
Proven Fundraising Expertise With nearly two decades of experience hosting 175+ investor events and facilitating billions in introductions, we know how to position your company, refine your narrative, and structure outreach for maximum impact.
Broader Capital Access Beyond investor dinners and curated meetings, we offer CONNECTpreneur Forums, investor receptions, fireside chats, and webinars—plus access at major industry events like J.P. Morgan Healthcare Conference, CES, SXSW, BIO, RSA, HLTH, and more. This combination provides both targeted introductions and global brand credibility.

ADDRESSING COMMON FUNDRAISING PAIN POINTS

Difficulty Finding Aligned Investors Not every investor funds your stage or sector. We pre-screen and vet attendees to ensure you meet investors who understand your space—whether that’s oncology biotech, enterprise SaaS, AI for cybersecurity, or dual-use defense technologies.
Follow-Up Burden and Investor Fatigue We eliminate post-event bottlenecks by managing follow-up introductions, tracking investor interactions in real-time, and arranging one-on-one meetings. Our reputation ensures investors pay attention when we engage them on your behalf.
Concerns About ROI in Outreach Investor roadshows can be expensive and uncertain. We guarantee introductions to at least 20 qualified investors. If this isn’t achieved, we host an additional event at no extra cost (excluding logistics for in-person events).
Lack of Fundraising Clarity Many founders struggle to build a cohesive fundraising process. Our structured 10-step system and ongoing advisory instill professionalism, clarity, and efficiency.

COMPREHENSIVE PRE AND POST-MEETING SUPPORT

Pre-Meeting:

Identify and confirm 20–30+ pre-qualified investors aligned to your sector.
Provide RSVP lists with contact info, LinkedIn profiles, and investment preferences.
Refine your pitch materials (deck, one-pager, executive summary, data room).
Conduct coaching and rehearsal sessions to sharpen delivery.
Develop teaser invitations designed to maximize investor engagement.

Post-Meeting:

Personalized thank-you notes with scheduling links and materials.
Introductions to qualified no-shows who expressed interest.
Live updates to a shared “Investor Tracking” spreadsheet.
Detailed investor feedback to inform refinements.
Ongoing assistance with one-on-one meetings and diligence discussions.

EXPANDED SERVICES & DELIVERABLES

Custom Private Investor Meetings At least two exclusive events (in-person or virtual) focused only on your company. Includes 15+ qualified investors plus introductions to 5–10 more vetted non-attendees.
CONNECTpreneur Presentation Slots Present at our flagship CONNECTpreneur Forums to hundreds of investors and executives. Provides visibility and social proof across our 310,000+ global community.
Investor Receptions High-profile networking receptions in key markets such as New York, San Francisco Bay Area, Washington, and Boston, often timed around marquee conferences.
Fireside Chats & Webinars Virtual events promoted to 300,000+ investors. Recordings remain online for ongoing visibility.
Exhibitor Opportunities Showcase your company at Opus8 investor brunches and conference events (e.g., J.P. Morgan Healthcare, BIO, CES, SXSW).
Strategic Advisory

Guidance on structuring, valuation, and fundraising narrative.
Refinement of decks, FAQs, and diligence materials.
Targeting of family offices, strategics, and crossover investors.
Coaching to ensure compelling delivery across investor audiences.

OUR INVESTORS

Technology & Innovation

SaaS / Software – Enterprise solutions, B2B platforms, productivity, workflow automation.
AI / Machine Learning – Applied AI for business, healthcare, national security, fintech.
Cybersecurity – Network security, IoT, critical infrastructure, threat detection.
Telecom & Infrastructure – Connectivity, IoT platforms, next-gen wireless.

Healthcare & Life Sciences

Biotech & Pharma – Therapeutics, cell & gene therapy, specialty pharma.
Medical Devices & Medtech – Surgical devices, diagnostics, wearables.
Health Tech & Digital Health – AI/ML in medicine, telehealth, EHR platforms.

Dual-Use & National Security Tech

Defense-grade AI, autonomous systems, robotics, secure communications.
Applications in both government and commercial markets.

Other High-Impact Sectors

Fintech and PropTech.
Consumer marketplaces and e-commerce.
Clean energy, climate tech, and environmental innovation.
Real estate and smart cities.

Profile Diversity

Cashed-out entrepreneurs, C-suite executives, and family business owners.
Angels and UHNW individuals focused on innovation.
Family offices and hybrid FO/VC groups.
Partners at boutique PE/VC funds.
Strategic investors tied to corporates in healthcare, defense, fintech, and technology.

10-STEP PROCESS

Refine investment materials.
Build targeted investor list.
Send teaser invitations.
Vet & confirm RSVPs.
Address investor inquiries.
Triple confirm RSVPs.
Host private event(s).
Follow up with attendees.
Introduce qualified no-shows.
Provide ongoing strategy and investor pipeline management.

PERFORMANCE GUARANTEE

We guarantee you will meet at least 20 qualified investors (event attendees + direct introductions). If not, we host an additional event at no cost (excluding F&B/logistics for in-person events).

COST & SPECIFICATIONS

Net Price: $45,000, payable in advance (wire or credit card +5%).
Flat Fee Basis: Not a FINRA-registered broker-dealer; no contingent fees.
Event Costs: Client covers catering/venue/travel for in-person events.
Kick-Off: Engagement begins within 2 business days of payment.