WEBINAR ON DEMAND
Duration: 1 hour

The first month after an investor shows interest is critical. Their early experience shapes how they view a sponsor’s credibility and whether they follow through on their commitment.

In this webinar, experts will explore how to create seamless digital onboarding experiences that reduce friction, strengthen compliance, and build trust. Attendees will learn what investors expect from sponsors, the common pitfalls that lead to drop-off, and how polished, secure processes can drive reinvestment and referrals. You will learn:

• What investors expect from sponsor marketing and onboarding.
• The key ingredients of a secure, trust-building digital experience.
• How to reduce investor drop-off with smarter UX.
• Why compliance and accreditation are essential for lasting relationships.

SPEAKERS

Lauren Brychell
​Founder
Equity Elevated Consulting
 

Tommy Hoang
Director of Platform Expansion
InvestNext
 

Mike Schmansky
CEO and Founder
Red Cedar Advisory Services