★Financial Services / Capital Advisory
Capital Advisory Firm Lead System Integration
70x ROAS
$1M+ Secured Capital Pipeline
●[Case Study Graphic — Deployed Pipeline Verification]
Meta Ads
656 Leads
Qualified
11-15%
Cost/Booked
$21.86
Total Value
$1M+
● Industry Sector
Financial Services / Capital Advisory
● Services Implemented
Meta Ads, Landing Page, Automation
● Campaign Timeframe
First 30 days
A U.S.-based capital advisory firm helping established businesses secure $1M–$50M in funding. They were relying on inconsistent outbound and referrals. They needed a predictable system that brought in serious, high-intent companies actively seeking capital — without burning executive time on cold outreach.
- 1Meta Ads campaign targeting business owners actively seeking growth capital
- 2Intent-qualifying landing page that filtered out tire-kickers before they ever booked
- 3Lead routing and follow-up automation that delivered meetings straight into the firm's calendar
- 4Weekly reporting tied to capital secured — not vanity metrics
We deployed a complete paid lead acquisition system centering on high-intent Meta campaigns, pre-qualifying funnel pages, and GoHighLevel CRM workflows.
Result Metric 01
$1M+ in capital secured in the first month
Result Metric 02
656 qualified meetings generated
Result Metric 03
$21.86 cost per meeting on $14,342 in total ad spend
Result Metric 04
70x return on ad spend
Result Metric 05
11–15% conversion rate
more than 2x the industry average of 5.5%
REAL SYSTEM FEEDBACK PROTOCOL
"We were skeptical about Meta Ads or GoHighLevel for high-ticket capital advisory. Startize built a qualified booking machine within four weeks. The metrics speak for themselves."