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Find Investors • Set Meetings • Fill Your Calendar

The Pitch Anything Investor Origination System using Cold Outreach:

Looking for the right kind of investor for your company? Give me 2 days and I’ll show you exactly how we land 5-10 new investor meetings every week for growth-focused CEOs.

Register Now

Give me 2 days and I’ll show you exactly how we land 5-10 new investor meetings every week.

2 Days In Person • JULY 13-14 • CEO Level Event

Your ticket to a calendar full of investor meetings.

Start getting meeting after meeting with new investors who actually have the time and attention to focus on you -- and your deal. After a billion dollars of meetings, I get how important this is.

This is why my team and I created two full days of workshop for you. A time to focus on the most important thing in your business: capital raising.

A never ending supply of growth capital is what divides the winners from the laggards. This Live Event is created to help you plug into and use all of the systems, processes and material to effectively do Cold Outreach and launch your own Investor Origination System.

Are you pushing yourself hard enough?

Oren’s new 10,000 square ft conference center is dedicated to you and your company for 48 hours straight.

We’re Not Letting You Leave Until You have These 5 Assets in Hand

For two days, you’ll get to learn directly from me and my team in this live (and live-streamed) workshop. With help from my team, here’s what you’ll get and create during these two action-packed days:

Get a Deep List of New Potential Investors who are a solid fit for your deal.

We’ll help you build this list – including contact info for each investor – so you can deploy your cold outreach email sequence immediately. If our 31% average response rate holds up, you’ll get replies while you’re still here at the event. (Results will vary, so you could get more or less.)

The Teaser: a 1-pager that every investor needs to give you a quick “Yes, let’s meet.”

Did you know there’s a special format for The Teaser that investment insiders use with each other? This format lets capital market insiders know immediately: this is a solid deal; will not waste your time; we know what we’re doing. Without this specific style, you may not be taken seriously. But with it, you’ll instantly have high status with your target. The reason hardly anyone has it? It’s not a template, it’s a format: and we’ll create this together during the 2-day event.

Cold Outreach Email Sequence

Truth is, the perfect investors for your deal are not easy to break into. Want to know the biggest mistake CEOs make? They don’t know the right way to prospect cold to big check writers. After more than $1bn raised, we’ve perfected an unconventional 7-email sequence that is battle-tested in every sector, at every deal stage, in every market condition you can imagine.

Phone Scripts that have worked on more than $1billion

After you’ve gotten an investor’s attention, you’re going to have to get on the phone and the first few minutes are do-or-die. And it’s much easier to say the wrong thing on the phone than it is in an email. That’s why I’ve created these super straightforward but highly effective scripts. What makes these work is that investors are expecting you to say the things I’ve put in the scripts.

How to Add 100+ Investors to Your Personal Investor Database in Just 10 Minutes a Day

In addition to the 10 investors we help you identify during the 2-day event, we’ll also provide you with a simple process for getting at least another 100 new potential investors into your database in just 10 minutes a day. Once you do this, you’ll never again wonder who to contact for capital – because you can simply mine the data you’ve already collected. Even better, you can continue to add new investor names to your database as often as you like.

Plus, the Tools to Raise as Much Money as You Need On Your Timeline ... not theirs

Get the Technologies we stack together that make our Cold Outreach 10X more effective than anything your competition has.

How many emails can you send a day? A week? If you send the same email, will you get blacklisted as spam? What is an email spinner and why do you need it? How do you personalize each email... at scale? There are critical technologies that make all this happen, which are easy to use if you pick the right ones and have some support.

And the most important thing you cannot get anywhere else...

Personalized 1:1 Feedback. In addition to all of the above, you’ll also have the opportunity to get personalized, one-on-one feedback from our coaches during the event. They’ll answer your questions and help you create the assets you’ll be taking home with you. This includes the 1-page teaser document, the cold outreach email sequence, the phone scripts, and your list of new potential investors.

Register Now

Cold Outreach Email Sequence

Truth is, the perfect investors for your deal are not easy to break into. Want to know the biggest mistake CEOs make? They don’t know the right way to prospect cold to big check writers. After more than $1bn raised, we’ve perfected an unconventional 7-email sequence that is battle-tested in every sector, at every deal stage, in every market condition you can imagine.

1-Page “i-bank”-style Teaser

Did you know there’s a special format for The Teaser that investment insiders use with each other? This format lets capital market insiders know immediately: this is a solid deal; will not waste your time; we know what we’re doing. Without this specific style, you may not be taken seriously. But with it, you’ll instantly have high status with your target. The reason hardly anyone has it? It’s not a template, it’s a format: and we’ll create this together during the 2-day event.

Phone Scripts that have worked on more than $1billion

After you’ve gotten an investor’s attention, you’re going to have to get on the phone and the first few minutes are do-or-die. And it’s much easier to say the wrong thing on the phone than it is in an email. That’s why I’ve created these super straightforward but highly effective scripts. What makes these work is that investors are expecting you to say the things I’ve put in the scripts.

A List of at Least 10 New Potential Investors

who are a good fit for your deal. We’ll help you build this list – including contact info for each investor – so you can deploy your cold outreach email sequence immediately. If our 31% average response rate holds up, you’ll get replies while you’re still here at the event. (Results will vary, so you could get more or less.)

How to Add 100+ Investors to Your Personal Investor Database in Just 10 Minutes a Day

In addition to the 10 investors we help you identify during the 2-day event, we’ll also provide you with a simple process for getting at least another 100 new potential investors into your database in just 10 minutes a day. Once you do this, you’ll never again wonder who to contact for capital – because you can simply mine the data you’ve already collected. Even better, you can continue to add new investor names to your database as often as you like.

The Capital-Raising CEO Schedule

This is your blueprint for how to pitch up to twice a day without worry or stress. Follow this schedule and sooner than you expect you’ll have weeks where you raise $1m or more. I’m not kidding. Master this process and you’ll raise more money in a month than you used to raise in a year.

Personalized 1:1 Feedback

In addition to all of the above, you’ll also have the opportunity to get personalized, one-on-one feedback from our coaches during the event. They’ll answer your questions and help you create the assets you’ll be taking home with you. This includes the 1-page teaser document, the cold outreach email sequence, the phone scripts, and your list of new potential investors.

One Goal.

Start getting meeting after meeting with new investors who have the time and attention to focus on you and your deal. We get how important this is. You’re a busy CEO with already too much on your plate so you cannot sit in a conference room for two days straight “learning more business.”

But instead, you would benefit from two full days of work with me and my team to help you create all of the systems, process and material you need to effectively do Cold Outreach and launch your own Investor Origination System. 

Clear goals: while we cannot guarantee you will achieve the same results as others, your goal with this program is to have everything you need to book 5-10 new meetings – every single week – with qualified investors.

When Is the Event?

Wednesday, July 13th and Thursday, July 14th, 2022

You may attend:

  • In Person at our San Diego 10,000sqft Training Center, or
  • Online in our proprietary Training Hub

How Much Is It?

During the rest of the year, we charge $10,000 for a half-day investor outreach strategy session. For a 2-day consulting session, we charge $50,000 - $150,000.

For this 2-day live training event, you’ll invest $2,995 to get access to the same systems, processes, tools, and templates we use in those sessions.

Everything you need to line up investor meetings: your ticket gets you full access to the 2-day event plus the 90-day membership in Elite Dealmaker X… a total combined value of $36,219… for just $2,995.

Get Your Seat

FAQ

Everything you need to know to get the most out of Vortex: Cold Outreach.

Workshop attendees are often seeking funding, either now or in the near future, considering applying to an accelerator or grant that requires a pitch deck, or are preparing to enter the public markets (or public eye.). Attendees have an operating business, product or a detailed business plan. Businesses range across industries and business types (ie: SaaS, physical product, services, etc.), and come to us at all levels of traction (pre and post revenue), and seeking all levels of funding (seed, growth, debt, mezz, series A, public offering, etc.). While there are differences in all of these companies’ outreach needs, the effort and processes to build them are the same.

Companies who are under the gun and need funding immediately for survival.

This is a small, hands-on workshop. Oren and his top trainers will be available to push you toward the deliverables.

The event will happen at our San Diego headquarters – and streamed live via our proprietary Training Hub – on Wednesday, July 13th – Thursday, July 14th, 2022.

Yes, the event will be recorded and you will get access to the recordings once we’ve uploaded them into the membership area.

If you aren’t invigorated and excited to start setting investor meetings within the first hour of the event, please contact a representative to request a refund. Once our team starts developing outreach emails and scripts together with you, we’ll both be committed.

Velocity Live/ March 2022 will take place at Oren Klaff's new Office space:

2443 Impala Drive, 
Carlsbad, CA 92010

 

 
 

The following hotels are a perfect place to stay following the Vortex Event.

 

You can see all the information you need on San Diego International Airport's page.

If you are an UBER fan, then for $50-$60 you can get to the event venue or the hotel you choose to stay at, as the recommendations we are giving you are all very close and in the same area, so prices are very similar.

You can get all the information you need on the LAX International Airports page.

If you are an UBER fan, a ride to Carlsbad would cost around $130.

There is also the option of renting out a car through the TURO app, to get a cheaper deal.

You can also take the Amtrak from the Los Angeles Union Station to Oceanside, CA for a rate of $28-$42.

Get Your Seat
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