AI research · Human outreach

Your next investor, your biggest buyer and your best headline are already out there. They just have not heard of you yet.

In most sectors there are three to six hundred people who can genuinely move your business. The journalists on your beat. The podcast hosts booking guests. The newsletter writers your investors already read. The funds, the family offices, the buyers who sign. We find that list, build what they need to see, and put a person in front of every one that matters.

Map my market See how it works

AI reads. People reach. No blasting, no auto-sent sequences, no synthetic voice agents.

Content built, not just placed. The narrative, the deck, the clips and the page.

Public company work is disclosed. Compensation stated in writing, issuer counsel reviews before anything ships.

WEEKLY MOVEMENT REPORT

SAMPLE

Week 07 · prepared for leadership

Accounts mapped

2,840

Human touches

1,382+24%

Replies

Calls completed

Meetings booked

Webinar registrants

118

NEXT ACTIONS

Call the 31 investor registrants who stayed past 20 minutes
Approve the CEO angle. Nine podcast bookers are holding slots
Brief the 14 sector newsletter writers ahead of the release
Reopen 12 accounts that stalled in week five

Sample report format. Figures are illustrative, not client results.

How it works

Map the market. Run the outreach. Report what moved.

The first 30 days build the target list, the message and the motion. After that it is execution and reporting on a weekly cadence.

STEP 01

Map

We define the accounts, decision makers, investors, partners and media targets worth pursuing. We also define who to leave out. You approve the list before anything goes out.

STEP 02

Run

Operators execute. Research, email, LinkedIn, contact forms, calls, event pushes, referral paths and media pitching. Replies get handled the same day.

STEP 03

Report

Every week you see touches made, replies, call notes, meetings booked, accounts that stalled and what we are doing next. No guessing at what the spend bought.

AI + operators

AI does the reading. A person does the reaching.

We use AI where it is genuinely better than a human, which is reading a lot of material quickly. We do not use it to fake relationships. A named operator approves and sends every outbound message.

Research and enrichment

AI compiles company profiles, filings, funding events, hiring signals, news and contact data into one brief. An operator verifies the contact before it enters a campaign.

AI drafts · human verifies

Account prioritization

Accounts are scored on fit, timing and observable signals so the desk works the most relevant list first. The operator makes the final call on who gets worked.

AI ranks · human decides

Message drafting

AI produces a first pass from the approved positioning. An operator edits it, checks the claim against source material and sends it under their own name.

AI drafts · human sends

Call preparation

Briefs, recent news and talking points are assembled before the call. The call itself is made by a person on our floor.

AI preps · human calls

Weekly reporting

Activity is assembled automatically. The read on what it means, what stalled and what to do next is written by the account lead.

AI assembles · human interprets

What the engine watches

Timing beats volume. These are the signals that move an account to the top of the queue.

Funding roundsExecutive hiresJob postings8-K and 10-Q filingsEarnings datesPermit and site filingsFacility expansionNew product launchesConference attendancePartnership announcementsLeadership changesAnalyst coverageWebinar registrationsSite and content activityRepeat engagement

Sending practice

Outbound only works if it lands. We run separate sending domains so your primary domain is never at risk, warm them before volume, verify every address before it enters a sequence, cap daily send rates per mailbox, and honor unsubscribes and suppression lists across every campaign.

What we do not do: auto-sent sequences with no human review, synthetic voice agents posing as people, purchased or scraped lists we have not verified, or AI-written claims about a company that are not traceable to something that company has already published.

The influence map

Most companies have no idea how many people already cover their sector.

Before a single message goes out, the engine builds the map: the journalists on your beat, the podcast hosts booking guests, the newsletter writers your investors already read, the analysts, the creators with real audiences, and the producers and bookers who control access to all of it. Named, sourced and ranked by whether they actually matter to your business.

Show me the map for

Mining and critical minerals Energy and storage Data centers and AI Consumer and CPG Franchise and multi-unit

0 reachable voices in this map

Mining and critical minerals

ILLUSTRATIVE

Typical ranges for a sector of this shape, shown to give you the scale of the opportunity. They are not a claim about your specific market. Your real map is named, verified and delivered in week one.

Targeted does not mean small. It means relevant.

We do not blast. Nobody on this map gets contacted because they were on a list. They get contacted because their beat, their portfolio, their audience or their editorial calendar actually intersects with what you do, and because there is a reason to reach them this week rather than someday. A journalist who has covered three companies in your space this quarter is a different conversation than a name pulled from a directory.

Channels

Run one lane. Add more when it proves itself.

Each channel works on its own or combines into one coordinated desk. Volumes below are typical monthly ranges, not guarantees.

Outbound sales

Account research, decision maker mapping, email and LinkedIn sequences, contact forms, reply handling, follow up and CRM tracking.

750–1,500 touches / mo

Tele-calls and events

Human callers confirm interest, push webinar and event attendance, qualify warm leads, recover no shows and book the next step.

300–750 attempts / mo

PR and media

Publication angles, financial media, trade outlets, industry newsletters, podcast and interview pitching, executive commentary.

400–900 touches / mo

Investor and capital paths

Family offices, funds, strategic capital and corporate development. Mapped, contacted, followed up by a person, and tracked to a named introduction rather than an impression.

175–400 touches / mo

Account intelligence

Funding events, executive hires, job postings, expansion signals and filings are monitored so accounts get worked when something has actually changed.

250–600 accounts watched

Partners and referrals

Consultants, brokers, agencies, advisors, associations, resellers and channel allies mapped and activated as introduction sources.

Scoped per program

Customer acquisition

Launch campaigns, local market outreach, industry lists, buyer targeting and follow up into a booking or purchase path.

Scoped per program

The content studio

We do not just place the story. We build it, then we drive people to it.

Outreach without something to send is a cold introduction that goes nowhere. The studio produces the narrative, the deck, the commentary, the clips and the page, and the desk pushes traffic into it and captures who shows up.

How a campaign compounds

Week six onward, what converted feeds back into what we create next

What gets built in the first 30 days

0 deliverables produced, all yours to keep

Issuer awareness Product or category launch Capital and partners Franchise and multi-unit

Typical first-month build. Volumes flex with program size. Everything produced is yours, including source files.

The desk

Software finds the signal. People create the movement.

Anyone can buy a data tool. Very few teams consistently run research, relevance, outreach, calls, follow up and weekly reporting. That is the part we operate.

Optuny team working through an opportunity map in the San Diego office

Mapping before launch

Targets, decision makers, media lanes and partner paths are agreed before a campaign goes live.

Optuny operator and call floor running outreach and follow up

Operator floor

Research, calls, follow up, contact discovery, list cleanup and daily CRM updates.

The Optuny team outside their San Diego office

Based in San Diego

Supporting companies across the United States and Canada.

Public companies

Investor awareness that is disclosed, sourced and reviewed.

Issuer visibility, investor education, executive positioning, webinar traffic and media outreach. This category has a bad reputation for good reasons. We work the way a company with counsel and an IR team can defend in writing.

Investor awareness

Campaigns built around the company story, growth thesis, sector momentum, investor webinars and newsletter traffic.

Retail investor visibility

Digital PR

Podcasts, interviews, financial newsletters, niche publications, expert commentary and founder facing stories.

CEO and market authority

Disclosure and review

Every compensated item carries a written statement of who paid, how much and in what form. Nothing publishes without issuer legal and IR sign off.

Section 17(b) practice

Reporting

Weekly view of outreach completed, traffic sources, engagement, webinar activity and media targets, measured against your earned versus paid coverage share at baseline.

Board ready cadence

Investor lead generation, specifically

Awareness that does not produce a named, contactable, qualified investor is just spend. The desk is built to produce a list, not an impression count.

Audience acquisition

Webinar registrations, newsletter opt-ins and briefing signups driven from media placements, creator mentions, podcast appearances and investor communities. Every registrant carries a source tag so you know which channel produced them.

Named and opt-in

Qualification

Registrants are ranked on observable behaviour. Did they attend, how long did they stay, did they open the follow-up, did they come back, did they ask a question. Interest depth decides who gets a human call first.

Engagement ranked

Human follow-up

The top of that list gets called by a person on our floor, not dropped into an automated sequence. Call notes go into your CRM the same day.

Called, not dripped

Institutional and capital paths

Family offices, fund analysts, corporate development teams and strategic buyers mapped separately from retail, with introduction paths tracked to a named outcome.

Mapped separately

Handover

Your IR team receives the full audience with source, engagement history and call notes attached. It stays yours whether or not the program continues.

You own the list

Affiliated company · common ownership

Run your ticker before you talk to us.

Our affiliate Positive Stocks publishes free small and micro-cap research and runs the Investor Visibility Scorecard. Enter any US or Canadian ticker and it reads 90 days of public news feeds, then grades four things: how much coverage exists, how many distinct outlets produced it, how recent it is, and how much of it the company paid a newswire to distribute.

That last number is the one worth knowing. For most small caps it sits above 80 percent, which means almost nobody has chosen to write about them. It takes about five seconds, there is no form, and it will tell you more about your problem than a sales call will.

Open the free Scorecard Read their disclosure

WHERE THE LINE IS

Optuny and Positive Stocks share ownership, and we say so rather than letting you find out. Positive Stocks editorial coverage is not a deliverable of any Optuny engagement. It cannot be bought, bundled or promised as part of a campaign, and issuers do not get approval rights over factual content there. Optuny produces your material, which you approve because it is yours. Positive Stocks publishes its own, which you do not. If a company Optuny works with ever appears on that site, the compensation is disclosed on the page itself. An outreach firm quietly owning the outlet that covers its clients is the exact thing this industry gets caught doing, so the wall is published instead of assumed.

What we will not do

Recommend buying, selling or holding any security
Guarantee share price, trading volume or market capitalization
Promise a financing outcome or an investor purchase
Accept compensation in shares, warrants or options
Take payment from shareholders, consultants or any third party
Hold positions in companies we work with
Time a campaign to a financing or a lock-up expiry
Run anonymous or unattributed promotion
Publish anything the issuer's counsel has not reviewed

How we work instead

Compensation disclosed in writing on every paid item
Claims traceable to the issuer's own filings and releases
No forward-looking statements we originate ourselves
Optuny named as the party running the campaign
Audience is educated, not instructed
Activity logged and reported to the board weekly
Earned versus paid coverage share measured monthly
Corrections published when we get something wrong
Affiliate relationships disclosed, not discovered

REQUIRED DISCLOSURE

Optuny is a communications and business development firm. We are not a broker dealer, investment adviser or research provider. We do not provide investment advice or make securities recommendations, and we do not guarantee trading volume, share price, market capitalization, financing outcomes or investor purchases. Where Optuny is compensated to distribute information about an issuer, that compensation is disclosed in the material itself as required under Section 17(b) of the Securities Act of 1933. All issuer materials are reviewed by the issuer's legal, IR and compliance teams before publication.

90 days, week by week

What an issuer program actually looks like from the inside.

Click any week. This is the shape of a public company visibility program, from compliance intake through the board report. Private company programs follow the same rhythm without the review cycle.

Pricing

Programs sized to the audience and the work involved.

Start with a focused 30 day sprint, a public company launch, or a full 90 day desk. Ranges depend on volume, sector complexity and review cycles.

PRIVATE / GROWTH

Opportunity Sprint

$4.5k–$7.5k

A 30 day market map and outreach launch for customer growth, partnerships, local market campaigns or founder led brands.

First 100 target accounts
Messaging and offer angles
Lead page or webinar concept
Outbound and partner launch
Weekly report

Request a sprint

PUBLIC COMPANY

Issuer Awareness Launch

$25k–$45k

A 30 day investor awareness and digital PR launch for public companies that need visibility, CEO exposure and a credible reporting cadence.

Investor narrative packaging
Financial media and newsletter outreach
Podcast and interview pitching
Investor webinar traffic push
Awareness and engagement reporting
Compliance review workflow

Build a public campaign

90 DAY SCALE

Public Markets Desk

$38k–$120k

A 90 day issuer visibility desk combining awareness, digital PR, publication distribution, webinars, calls and board ready reporting.

Multi channel awareness calendar
Publication distribution plan
Webinars, interviews, podcast bookings
Traffic and engagement reporting
Weekly executive reporting
Media budget billed separately

Talk strategy

Add on to any program

Monthly

Typical volume

Base platform and reporting

$2,500

Included in all programs

Outbound sales

$3.5k–$6.5k

750–1,500 touches

Tele-call desk

$6k–$12k

300–750 attempts

PR and media

$7.5k–$14k

400–900 touches

Investor capital

$15k–$30k

175–400 touches

Public company pricing reflects the additional strategy, review cycles, reporting and compliance coordination involved. Media spend, sponsored placements, wire distribution, legal review, IR platforms and third party publication costs are billed separately.

The stack

We work inside your systems, not around them.

Data goes into your CRM, not a black box you lose access to when the contract ends. If you already own licenses we use yours. If you do not, we run ours and hand over clean exports.

Research and contact data

ZoomInfoApolloLinkedIn Sales NavigatorCrunchbaseSEC EDGARCompany filings and releases

CRM and workflow

HubSpotSalesforceMicrosoft DynamicsAirtableNotionSlackGoogle WorkspaceCSV exports

Outreach and scheduling

Dedicated sending domainsAddress verificationSuppression listsCalendlyWebinar platformsMailchimpConstant Contact

AI and analysis

OpenAIAnthropic ClaudePerplexityInternal scoring models

Distribution we coordinate

PR NewswireGlobeNewswireBusiness WireAccesswireNewsfileTrade publicationsInvestor newslettersPodcasts and interviews

Wire distribution, sponsored placements and third party publication fees are billed at cost and shown as separate line items. We do not mark them up without saying so.

Where we work

Sectors where visibility and conversations create value.

The engine works best when the buyer, investor or partner is identifiable and reaching them earlier changes the outcome.

Public markets and capital

Public companiesInvestor relationsMining issuersOil and gasFamily officesPrivate equityVenture fundsCorporate developmentProject finance

Energy and infrastructure

Solar developersEnergy storageEV chargingGeothermalUraniumCritical mineralsGold and silverLithiumPower infrastructureWater infrastructure

Data centers and logistics

Data centersAI infrastructureColocationHyperscalersLogisticsTruckingWarehousingIndustrial real estateFleet electrification

Consumer and brand

CPGFunctional beverageWellnessSupplementsEcommerce launchesOutdoor brandsPet productsFood and beveragePackaging

Growth systems

Franchise systemsMulti location brandsManufacturingChannel and rep salesIndependent repsSaaSAgenciesAuthor platformsCreator led brands

Straight answers

The questions people ask before they sign.

Who actually writes and sends the messages?

A named operator on our team. AI produces a first draft from positioning you approved, the operator edits it, checks the claim against source material, and sends it under their own name and signature. If a prospect replies, they are talking to the person who wrote it.

Do you send from my domain?

No. We register and warm separate sending domains that redirect to your site, so your primary domain and its deliverability are never exposed to cold volume. You own those domains. If you would rather use your own, we will, but we will tell you the risk first.

Do you buy or scrape lists?

We build lists from licensed data providers and public sources, then verify every address before it enters a sequence. We do not buy bulk lists of unknown origin. Bad lists burn domains and waste the first month.

What happens in the first week?

Kickoff call, ICP and exclusion list, positioning and offer angles, first target list built for your approval. Sending domains get registered and start warming immediately because that is the long pole. Nothing goes out until you have signed off on the list and the message.

Am I locked into a long contract?

Programs run in 30 or 90 day blocks. We do not require an annual commitment. The weekly report exists so you can decide to continue with evidence rather than optimism.

What if it does not produce meetings?

Then the report shows that, and we tell you why. Usually it is one of three things: the target list is wrong, the offer is not compelling to that buyer, or the timing signals are not there. All three are fixable in month two, and all three are visible in the weekly data before you have spent another quarter.

Are you a broker dealer or an investment adviser?

No. Optuny is a communications and business development firm. We are not registered as a broker dealer, investment adviser or research provider, we do not make securities recommendations, and we do not take compensation in shares, warrants or options. Where we are paid to distribute issuer information, that compensation is disclosed in the material as required under Section 17(b) of the Securities Act of 1933.

Will you work with my competitors?

Not inside the same sector and buyer set at the same time. Tell us who you consider a conflict during scoping and we will confirm it in writing before we start.

Who owns the data when we stop?

You do. Accounts, contacts, notes, call records and sequence history live in your CRM or get handed over as clean exports. There is no version of this where you leave with less than you came in with.

Where are you based?

San Diego, California, with an operator floor supporting campaigns across the United States and Canada.

Start here

Tell us your market. We will map the next 50 opportunities worth pursuing.

Send the form and we will come back with where the desk should start, what it would cost and what the first 30 days would look like.

Based in San Diego, California. We work with companies across the United States and Canada. info@optuny.com