Investor Intelligence
Your Stock Is Invisible
to the Money That Matters.
You've done everything right.
Built the company.
Hit the numbers.
Told the story.
And still — the market doesn't get it.
You've Done the Work.
What Do You Actually Know?
The conferences.
The roadshows.
The pitch decks.
The flights.
The handshakes.
The follow-ups that went nowhere.
What did you learn?
Which investors passed? You don't know.
Why they passed? You don't know.
What objection is killing your stock? You don't know.
All that work.
Zero intel.
And you'll never find out — unless you ask the right people.
The Game Is Rigged.
And Nobody Was Going to Tell You.
Most investors you're pitching can't buy your stock.
Every major bank, wirehouse, and fund can only buy stocks on their approved "conviction list".
100-200 names.
If you're not on it, they can't buy.
That analyst who loved your deck?
That PM who wanted to "circle back"?
That packed conference room?
Couldn't buy.
Weren't allowed.
They smiled.
They nodded.
They were never going to write a check.
Your Time Is Money.
Our IR Model Respects Both.
With Precision IR We Get Your Stock In Front Of
250K Investors
(Independent Money Managers & Their High-Net-Worth Clients)
Serious inquiries only.
Limited Slots
Available
There's $1 Trillion That CAN Buy.
They Don't Know You Exist.
250K
Investors
75K
Pros (RIAs, Hedge Funds, & Family Offices, etc)
175K
Independent Investors
No conviction lists.
No committees.
No restrictions.
They can buy your stock today.
Goldman doesn't share research with them.
Morgan Stanley keeps their ideas in-house.
So where do they go?
They come to us.
80K YouTube subscribers.
5.3M+ views.
SiriusXM, Spotify, Apple, Amazon.
They're looking for their next idea. Right now.
We Reach Them.
We Ask Them.
We Tell You.
1. Reach
Your stock in front of $1T AUM — 250K investors who can actually buy.
2. Ask
"Would you buy this stock? Yes or No. Why?"
3. Report
The verdict. The objections. Who wants to talk.
This is Investor Intel.
The feedback you've never had.
This Is What Certainty Looks Like.
#1 Objection
The exact objection killing you.
The exact message working.
The exact investors ready to talk.
No more guessing.
Serious inquiries only.
Limited Slots
Available
It Works.
Build-A-Bear hired us when it was trading at $12/share and its $150M Market Cap.
Investors looked it at as a simple "Mall Retailer".
Our Intel revealed the real problem = investors didn't understand the full story.
Build-A-Bear has two businesses: retail and entertainment.
We began leading with entertainment because it had the potential to surpass retail.
Kind of like Amazon Web Services (AWS) surpassed retail.
3 Months later, the stock doubled (not typical results) & now it is approaching $1B.
Build-A-Bear Workshop®
+100% In 3 Months
$BBW
Palladyne AI
+395% Under 2 Months
$PDYN
Cocrystal Pharma, Inc.
+133% In 5 Months
$COCP
Dakota Gold Corp.
+83% Under 7 Months
$DC
"His weekly investor feedback helps gauge that our messaging is understood and on point." — Allan Evans, CEO, UMAC
Testimonials
“Adam’s platform at Smart Money Circle, including his 1×1 CEO interviews, is beneficial to us in capturing the attention of a larger subset of investors that we would not necessarily have direct 1×1 access to. We like to review his weekly investor feedback which helps gauge that our messaging is understood and on point. He’s always willing to help!”
Allan Evans
CEO
Unusual Machines
“Working with Adam has been a pleasure, his insightful interview and wealth of knowledge is refreshing but his willingness to help and connect us with others was above and beyond.”
ILYA GROZOVSKY
VP of Investor Relations & Corporate Development
Pick Your Level.
Know Why They Pass — $120K/Year
- 1 appearance on The $1 Trillion Podcast (80K subs, 5.3M+ views)
- 4 Investor Webcasts to 250K investors
- Investor Intel report after each
- Full distribution: SiriusXM, Spotify, Apple, Amazon, YouTube
- Quarterly strategy call with Adam
The Process: Introduce → Address Objections → Go Deeper → Town Hall
Outcome: The truth about why investors pass — and a story refined by real feedback.
"$120K to reach $1T we're missing and finally know why they pass."
Stay in Front of Them — $300K/Year
Everything above, PLUS:
- 4 podcast appearances (quarterly)
- Monthly webcasts (12/year)
- Monthly Intel with trend analysis
- 1-on-1 investor introductions
- Dedicated account manager
- Board-ready quarterly summary
Outcome: Continuous presence. Compounding awareness. A pipeline of investors who want to talk.
"$300K replaces scattered conferences with a system — and real introductions."
Make Them Come to You — $750K/Year
Everything above, PLUS:
- 6+ podcast appearances
- Unlimited webcasts
- Bi-weekly intel briefings
- Direct allocator introductions
- Crisis communication support
- Direct line to Adam
Outcome: You're not chasing investors. They're finding you.
"$750K for a team reshaping how the market sees us."
Complex situation?
The Difference Is Simple.
❌ What You're Doing
❌
Pitching investors who can't buy
❌
Zero intel
❌
Guessing why they pass
✅ What You Could Be Doing
✅
Reaching $1T that CAN
✅
Intel after every touchpoint
✅
Knowing exactly why
We Only Take a Few Companies.
- $120K: 4 spots this quarter
- $300K: 2 spots this quarter
- $750K: 1 spot this year
Our credibility is our product.
We turn down more than we accept.
Here's How It Starts.
1.
Request a conversation (30 seconds)
2.
Adam reviews your company
3.
15-minute call — no pitch
4.
Walk away with clarity
Serious inquiries only.
Limited Slots
Available
Trusted By
CEO & FOUNDER
Host Of SmartMoneyCircle Contributor To Forbes.com & ZeroHedge.com
- #1 Best-Selling Author of Psychological Analysis Book
- Contributor to Forbes & ZeroHedge
- Interviewed Money Managers Overseeing $1T+ AUM
- Trusted Advisor To CEOs & Investors Worldwide
Interviewed
+ $1T AUM
+17T AUA
Featured On
Every Major Financial Network
#1 Best Selling Book On Amazon For 3 Months
Psychological Analysis
Owner
FindLeadingStocks.com
Celebrities & Some Of Adam's Travels
Tell A Better Story
Get Noticed
Do you feel like your stock is invisible?
Do you want more attention?
We are in the business of getting you more attention.
Not just any attention, the "right" attention.
Adam Sarhan & Tony Robbins At A Speaking Event
Benefits Reaching Our Audience:
They're Looking For New Ideas
Independent money managers don’t have access to research from the big banks.
That’s why they turn to us—actively seeking fresh, actionable ideas, and your stock could be exactly what they’re looking for.
More Benefits...
They Can Buy Your Stock
Advisors at the big banks can only buy stocks on their approved buy (conviction) lists.
If your stock isn’t on their list, they simply can't buy it.
Solution = We share your story with independent money managers who aren’t restricted and can actually buy your stock.
You Already Know What You Need to Do.
The investors are out there.
The intel is waiting.
The only question is whether you're ready.
Serious inquiries only.
Limited Slots
Available
Disclaimer:
Results shown are not typical. No earnings claims. Past performance is not indicative of future results. We provide investor access and Investor Intel — not investment advice. Everything is for informational purposes only.