Merchant Acquisition for Funding Companies

Merchant Acquisition for Funding Companies

We put merchants who need capital on your calendar.

We put merchants who need capital on your calendar.

We put merchants who need capital on your calendar.

Exclusive. Pre-qualified. Delivered to your CRM.

Exclusive. Pre-qualified. Delivered to your CRM.

Your Data Vendors Are the Problem

Your Data Vendors Are the Problem

Most funding companies source merchants the same way: buying shared lists, recycling UCC data, and hoping the phone numbers still work.

Most funding companies source merchants the same way: buying shared lists, recycling UCC data, and hoping the phone numbers still work.

Every list you buy is shared with 5–12 other shops — and you’re paying $80–$200 per contact for the privilege. By the time your rep dials, the merchant has already heard from half a dozen brokers

Every list you buy is shared with 5–12 other shops — and you’re paying $80–$200 per contact for the privilege. By the time your rep dials, the merchant has already heard from half a dozen brokers

Aged data gets recycled with new date stamps and sold as “fresh” — 60–75% of the numbers are dead before your team touches them. At $5K–$20K/month, that’s $3K–$15K wasted on contacts that never pick up

Aged data gets recycled with new date stamps and sold as “fresh” — 60–75% of the numbers are dead before your team touches them. At $5K–$20K/month, that’s $3K–$15K wasted on contacts that never pick up

Your reps are sitting idle because the data they’re working is burned — and your biggest controllable cost ($5K–$20K/month in data) is producing nothing

Your reps are sitting idle because the data they’re working is burned — and your biggest controllable cost ($5K–$20K/month in data) is producing nothing

TCPA litigation is accelerating — $500–$1,500 per violation — and every cold call from a purchased list carries that risk

TCPA litigation is accelerating — $500–$1,500 per violation — and every cold call from a purchased list carries that risk

At $80–$200 per contact with a 1–3% funded rate, you’re paying $4,000–$20,000 per funded deal through vendor data. The vendors know the math doesn’t work for you. They sell it anyway.

At $80–$200 per contact with a 1–3% funded rate, you’re paying $4,000–$20,000 per funded deal through vendor data. The vendors know the math doesn’t work for you. They sell it anyway.

A $21 Billion Market. 5,000+ Brokerages. Most Have Never Tried Managed Outreach.

A $21 Billion Market. 5,000+ Brokerages. Most Have Never Tried Managed Outreach.

Alternative lending is the fastest-growing channel in business finance.

Alternative lending is the fastest-growing channel in business finance.

$21B

$21B

U.S. MCA market size

70–80%

70–80%

of MCA volume flows through ISOs

$5K–$20K+

$5K–$20K+

average monthly broker spend on data

2.5x

2.5x

average merchant renewal rate per year

The merchants are out there. They need capital, they’ve been turned down by their bank, and most have never been approached by a broker through a channel that isn’t a cold call from a shared list. The question is who’s reaching them first.

The merchants are out there. They need capital, they’ve been turned down by their bank, and most have never been approached by a broker through a channel that isn’t a cold call from a shared list. The question is who’s reaching them first.

Managed Merchant Outreach

Managed Merchant Outreach

You tell us what kind of merchants you fund — industry, minimum revenue, time in business, geography, funding range.

You tell us what kind of merchants you fund — industry, minimum revenue, time in business, geography, funding range.

We find business owners who match your criteria, reach them with personalized outreach, qualify them for genuine funding need, and deliver the ones who are ready for a conversation directly to your team.

We find business owners who match your criteria, reach them with personalized outreach, qualify them for genuine funding need, and deliver the ones who are ready for a conversation directly to your team.

Exclusive. Pre-qualified. Matched to your funding criteria.

Exclusive. Pre-qualified. Matched to your funding criteria.

Your reps stop dialing dead numbers and start closing funded deals.

Your reps stop dialing dead numbers and start closing funded deals.

Delivered directly to your CRM — MCA Track, Centrex, ConvergeHub, or however your team works.

Pre-qualified against your criteria: $15K+/month revenue. 12+ months in business. In your target industries and geography.

From Your Criteria to Funded-Deal-Ready Merchants on Your Calendar

From Your Criteria to Funded-Deal-Ready Merchants on Your Calendar

1

Criteria Intake

Criteria Intake

You walk us through your funding criteria — minimum monthly revenue, time in business, industries you serve, FICO requirements, geography, what a good merchant looks like for your shop.

You walk us through your funding criteria — minimum monthly revenue, time in business, industries you serve, FICO requirements, geography, what a good merchant looks like for your shop.

2

Merchant Research at Scale

Merchant Research at Scale

AI researches thousands of businesses matching your criteria simultaneously — what they do, how long they’ve been operating, revenue signals, industry, location. What would take a team weeks, we do in hours.

AI researches thousands of businesses matching your criteria simultaneously — what they do, how long they’ve been operating, revenue signals, industry, location. What would take a team weeks, we do in hours.

3

Owner Identification

Owner Identification

We identify the business owner or decision maker directly — not a gatekeeper, not a generic inbox. Verified contact information for the person who runs the business.

We identify the business owner or decision maker directly — not a gatekeeper, not a generic inbox. Verified contact information for the person who runs the business.

4

Personalized Outreach

Personalized Outreach

Every message references something specific about their business. Each merchant receives outreach that reads like someone spent time studying their company — because someone did. Sent from dedicated domains that never touch your primary reputation.

Every message references something specific about their business. Each merchant receives outreach that reads like someone spent time studying their company — because someone did. Sent from dedicated domains that never touch your primary reputation.

5

Qualification and Delivery

Qualification and Delivery

When a merchant responds, we qualify them through conversation. Do they genuinely need capital? Do they meet your minimum criteria? Is their timeline real? We filter out the tire kickers. Only funding-ready merchants reach your calendar.

When a merchant responds, we qualify them through conversation. Do they genuinely need capital? Do they meet your minimum criteria? Is their timeline real? We filter out the tire kickers. Only funding-ready merchants reach your calendar.

Why Email Outreach Beats Bought Data

Why Email Outreach Beats Bought Data

Not All Merchant Acquisition Channels Are Created Equal

Not All Merchant Acquisition Channels Are Created Equal

We don’t buy lists and resell them. We build a dedicated outreach infrastructure for your brokerage that reaches merchants through a channel most of your competitors have never used.

We don’t buy lists and resell them. We build a dedicated outreach infrastructure for your brokerage that reaches merchants through a channel most of your competitors have never used.

01

Zero TCPA Exposure

Zero TCPA Exposure

Is your biggest risk your data source?

Is your biggest risk your data source?

Email outreach is governed by CAN-SPAM, not TCPA. Cold calling from purchased lists carries up to $1,500 per violation in TCPA penalties with treble damages. Email carries none of that. A fundamentally safer channel.

02

Exclusive Conversations

Exclusive Conversations

How many shops got your merchant’s number today?

How many shops got your merchant’s number today?

When a merchant replies to your outreach, that conversation belongs to you. Nobody else got that email. Nobody else has that thread. The merchant is talking to your team, not choosing between twelve identical pitches.

03

Fresh, Verified Data

Fresh, Verified Data

When was this data actually sourced?

When was this data actually sourced?

Fresh data loses 80% of its conversion probability within the first hour without contact. We source and verify weekly — not monthly, not quarterly. No recycled UCC records. No aged data disguised as fresh.

04

Scalable Without Adding Headcount

Scalable Without Adding Headcount

What if your deal flow didn’t depend on how many dialers you have?

What if your deal flow didn’t depend on how many dialers you have?

Outreach runs independently of your sales floor. Your reps focus on closing merchants who already responded and expressed interest. No additional headcount. No additional phone lines. No additional TCPA risk.

Bought data alone produces 1–2% contact rates on a good day. Managed outreach through a dedicated email channel consistently produces 5–15% reply rates — with every reply exclusive to your team. At ~$18/conversation vs $80–$200 from vendors.

Bought data alone produces 1–2% contact rates on a good day. Managed outreach through a dedicated email channel consistently produces 5–15% reply rates — with every reply exclusive to your team. At ~$18/conversation vs $80–$200 from vendors.

How We Compare

How We Compare

Shared Vendors

Shared Vendors

DIY Outreach

DIY Outreach

AssetLeads

AssetLeads

Exclusivity

Exclusivity

Shared 5–12x

Shared 5–12x

Exclusive

Exclusive

Exclusive

Exclusive

Cost / conversation

Cost / conversation

$80–$200

$80–$200

~$18 + your time

~$18 + your time

~$18 (we run it)

~$18 (we run it)

TCPA risk

TCPA risk

Varies by source

Varies by source

Zero

Zero

Zero

Zero

Your team’s time

Your team’s time

Dial + close

Dial + close

Build + manage + close

Build + manage + close

Close only

Close only

Data freshness

Data freshness

Recycled / aged

Recycled / aged

You maintain it

You maintain it

Sourced weekly

Sourced weekly

Infrastructure

Infrastructure

Vendor owns

Vendor owns

You own + manage

You own + manage

You own, we manage

You own, we manage

What Happens When a Merchant Responds

What Happens When a Merchant Responds

Real-time triage. We monitor every response as it comes in. Interested merchants get routed to your team immediately.

Real-time triage. We monitor every response as it comes in. Interested merchants get routed to your team immediately.

Filtered before you see it. Out-of-office, not interested, and irrelevant replies are handled. Your team only sees merchants who are ready to talk.

Filtered before you see it. Out-of-office, not interested, and irrelevant replies are handled. Your team only sees merchants who are ready to talk.

Managed follow-up sequences. 80% of successful deals close after 5+ contact attempts. We run 6–10 touches over 2–3 weeks, changing the angle each time, so your reps don’t have to.

Managed follow-up sequences. 80% of successful deals close after 5+ contact attempts. We run 6–10 touches over 2–3 weeks, changing the angle each time, so your reps don’t have to.

CRM-ready context. When a merchant is ready, they land in your CRM with context: who they are, what they said, and why they’re a fit.

CRM-ready context. When a merchant is ready, they land in your CRM with context: who they are, what they said, and why they’re a fit.

Results

Results

~$18

~$18

avg. cost per merchant conversation

~11%

~11%

of conversations convert to funded deals

3.2%

3.2%

positive reply rate on merchant outreach

242

242

qualified merchants in 90 days for one brokerage

Results from documented email outreach campaigns for business funding companies. The channel works — these numbers represent what managed merchant outreach produces at scale.

Results from documented email outreach campaigns for business funding companies. The channel works — these numbers represent what managed merchant outreach produces at scale.

One Funded Deal Covers the Engagement

One Funded Deal Covers the Engagement

The math on managed merchant outreach is straightforward.

The math on managed merchant outreach is straightforward.

Your average commission on a single funded deal: $2,000 – $15,000+

The cost comparison:

Shared vendor data: $80–$200/contact at 1–3% funded rate = $4,000–$20,000 per funded deal

Managed outreach (avg.): ~$18/conversation at ~11% funded rate = ~$164 per funded deal

Merchants renew 2.5 times per year. One funded merchant at $164 acquisition cost compounds to $24,000+ lifetime value. Five funded deals in a month = $10,000–$75,000+ in commissions.

The real question isn’t what this costs. It’s what not having an exclusive merchant acquisition channel is costing your brokerage in deals that go to competitors who are reaching those merchants first.

Your Reputation Is Non-Negotiable

Your Reputation Is Non-Negotiable

We built the system around that.

We built the system around that.

CAN-SPAM compliant. Email outreach operates under CAN-SPAM, not TCPA. Zero per-violation fine exposure. Zero consent requirements.

CAN-SPAM compliant. Email outreach operates under CAN-SPAM, not TCPA. Zero per-violation fine exposure. Zero consent requirements.

Separate sending domains. Your brokerage’s primary domain reputation is never touched.

Separate sending domains. Your brokerage’s primary domain reputation is never touched.

Copy approval. You approve every word of outreach before it goes out. Nothing sends without your sign-off.

Copy approval. You approve every word of outreach before it goes out. Nothing sends without your sign-off.

Low volume, high quality. Maximum 15–20 sends per day per inbox. Professional outreach — not mass email.

Low volume, high quality. Maximum 15–20 sends per day per inbox. Professional outreach — not mass email.

You own everything. Every asset we build — the research, the infrastructure, the systems — belongs to you. Even if we stop working together.

You own everything. Every asset we build — the research, the infrastructure, the systems — belongs to you. Even if we stop working together.

94% primary inbox placement. Google Postmaster monitored daily. Spam rate under 0.1%. Bounce rate under 3%.

Dedicated infrastructure. 30 warmed sending domains, 14 day warmup before any cold volume. Your reputation is isolated from every other campaign.

Let Us Prove It

Let Us Prove It

We’ll source 50 merchants matching your funding criteria who may need capital — identified through real research specific to your market.


Free. No commitment. No contract. First merchant conversations in 14–21 days.


You see the quality of the merchants. You see the research. You see exactly what the outreach would look like. Then you decide whether this is worth pursuing.

Ayaan Rahman · Founder, AssetLeads

© 2026 AssetLeads. All rights reserved.

© 2026 AssetLeads. All rights reserved.