WealthBlock AI
Trilliam Jeong – CEO
Problem
In capital raising, investors are painfully unpredictable while the investment process is inefficient. As a result, both intermediaries and deal sponsors have to forego small-size raises and small-size institutional or individual investors due to productivity constraints.
Solution
WealthBlock’s white label SaaS platform can measure and monitor investor interest with big data, perfect follow-up timing, schedule and automate personal messaging and streamline investment presentation and processing i.e. provides high-touch service with scale and efficiency.