Questions Before
a First Call

Most engagements fall between $5,000 and $20,000. Each one is a fixed fee, quoted against a written scope after a first call.

Software subscriptions are billed to you directly by each provider. Ad spend is paid by you directly to the platforms.

505 Research handles the work from start to finish. Your team can be as involved as it would like, and most of its involvement can be kept to updates and approvals. Anything an investor will see also goes to your counsel for review.

505 Research is not a broker-dealer, a placement agent or an investment adviser. It is a marketing firm.

It does not solicit investors, speak with investors on your behalf, handle subscriptions or take part in the sale of securities. The marketing it builds sends interested investors to your team, and your team runs every investor conversation.

The fee is never tied to capital raised, to the number of investors or to ad spend. It is set by the scope of the work.

505 Research treats every client relationship as confidential. It does not disclose the identity of its clients, the nature of their engagements or any client information without the client’s prior written consent.

This follows the confidentiality conventions observed by consulting, accounting and capital markets firms. The same protection applies to you. Your name, your raise and your figures are not discussed with any other sponsor.

Before an engagement begins, any potential conflict of interest with an existing client is identified and raised with you.

505 Research was founded by Marco Tripalo.

Marco began his career in corporate banking at PNC, in the group that underwrote and managed eight-figure asset-based loans to middle-market and large-cap companies. He then moved into investment sales and capital raising for institutional real estate offerings and credit vehicles. Over that time he worked with hundreds of accredited investors across more than two dozen assets. He holds the Series 63 and 82.

His full background is on the about page.

505 Research builds the marketing a sponsor uses to reach accredited investors and book them onto calls with its team. The work can cover nearly any part of a sponsor’s marketing. The exceptions are raising capital directly and pitching investors, which stay with your team.

Typical work includes offering pages and websites, pitch decks and investor presentations, one-pagers and other marketing material, email sequences and newsletters, paid ads, organic search and content, qualifying forms and booking, CRM setup and follow-up, and tracking and reporting.

The scope of the work and the terms are on the engagements page.

505 Research works with sponsors and firms across the investments and financial services industry, in the United States and internationally.

505 Research works from published research, public records and regulatory filings, and data from professional research and analytics tools. Recommendations are built on that evidence and on the client’s own figures, and the sources behind each one are shared with the client.

More of the research is on the research page.

It depends on what you need. An engagement can cover any part of your marketing, from a single piece of work to the full range of paid acquisition, content, and sales and forecasting. The scope is agreed in writing before work begins.

It depends on the scope. The timeline is set out in the written scope.

Yes. An existing agency contract does not need to end before an engagement starts.

You do. The pages, the accounts, the tracking, the CRM setup and the data are held in your name from the first day. If the engagement ends, everything stays in place.

You and your counsel approve it. Every page, form, email and ad an investor will see is sent for approval before it is published, and nothing goes live without that approval.

Because client relationships are confidential, 505 Research does not provide client references or case studies that identify a client. It also does not solicit testimonials from its clients or use a client’s name, work or results to promote itself.

The methods, reasoning, strategy and sources behind every recommendation are covered in detail with the client, and each can be verified independently. This provides a prospective client with a sound basis for its decision.

Relevant experience can be discussed in detail on a call without identifying any client. Each engagement is then defined by a written scope with agreed deliverables and a timeline.

Confidentiality is mutual and is in place before any figures are shared. Your data is used only for your engagement and is never used for another client.