Managed AI + human business development

Turn your market into real opportunities.

Optuny helps companies identify the right people to reach, prioritize the best opportunities, and execute disciplined outreach across sales, investor awareness, digital PR, partnerships, franchising, capital relationships, creator-led brands, author platforms, and market development.

Human operators run the work AI accelerates research + drafting Investor awareness + digital PR programs
Opportunity MapPriority accounts, decision-makers, investors, buyers, media contacts, partners, and referral paths organized before launch.
Managed ExecutionHuman outreach, research, tele-calls, CRM tracking, follow-up, and reporting managed as one coordinated growth desk.
30 / 90 Day MotionFocused programs for visibility, sales conversations, investor awareness, partner outreach, campaigns, and customer acquisition.
Engine running
Investor / Buyer Targets2,840mapped
Human Touches1,382+24%
Buying-Ratio Signals148tracked
Meetings + Webinars38booked

Opportunity + Investor Funnel

Mapped
Engaged
Replied
Qualified
Booked

Channel Mix

Investor awareness34%
Digital PR24%
Outbound sales22%
Calls / webinars20%

Booked This Week

Investor webinar · U.S. mining issuer
Today · 2:00 PM · 118 registrants · 31 high buying-ratio signals
Public
CEO podcast screen · Energy storage company
Tomorrow · 11:00 AM · investor-audience show
PR
Investment Director · Family Office
Friday · 10:00 AM
Capital

Operator Queue

Call high-intent investor registrants.
Prioritize by buying-ratio signals, sector fit, and engagement depth.
Approve financial-media angle.
CEO commentary, webinar recap, and issuer education copy ready.
Push capital + partner follow-up.
Family office, analyst-style newsletter, and strategic intro paths opened.
Weekly opportunity report ready

Meetings, replies, call notes, partner paths, stalled accounts, and next actions.

14 investor calls · 82 replies · 213 buying-ratio signals
Inside The Opportunity Engine

Strategy, operators, technology, and follow-up working together.

Optuny combines human operators, connected research, outreach workflows, CRM discipline, and executive reporting so companies can reach the right decision-makers faster and turn market intelligence into booked conversations.

Optuny team collaborating in a modern San Diego office with city views

Collaborative Opportunity Mapping

Target accounts, decision-makers, investor groups, media lanes, partner paths, and outreach priorities are mapped before a campaign goes live.

Optuny operator and call center team working in an office

Operator Floor + Outreach Team

Operators support research, calls, follow-up, CRM updates, contact discovery, list cleanup, and daily outreach execution.

Optuny team standing outside a downtown San Diego office building

San Diego Team Presence

Based in San Diego and built to support companies across public markets, private growth, creator-led brands, franchises, infrastructure, logistics, consumer goods, and emerging sectors.

Leadership + Operators

A blended team built for strategy, outreach, media, operations, and execution.

Optuny brings together managing directors, business developers, account managers, call-center leaders, media support, operations, and technical workflow support to run coordinated campaigns across multiple growth lanes.

Meet the Optuny team including managing directors, business development, account managers, call center managers, media manager, operations manager, and technical manager
Client Dashboard

See the market, the outreach, and the movement in one place.

Clients can review opportunity mapping, account prioritization, contact discovery, outreach queues, relationship scoring, response trends, meeting activity, and integration status from a centralized command view.

Optuny client dashboard showing opportunity map, account prioritization, contact discovery, outreach queue, and integrations

Every campaign is managed around visibility, accountability, and weekly movement — so leadership can see what is being executed, what is converting, and what should happen next.

Connected Intelligence

A smarter backend for finding and reaching the right opportunities.

Optuny uses connected research, contact discovery, CRM workflows, outreach platforms, enrichment tools, campaign tracking, and reporting systems to help companies identify who matters, why they matter, and how to reach them.

Connected intelligence graphic showing publication reach, integrations, and API and CRM sync
Contact Discovery + Enrichment
Identify decision-makers, investors, buyers, operators, partners, media contacts, franchise groups, creator audiences, and sector-specific targets.
Account Prioritization
Rank opportunities by fit, timing, relevance, buying signals, market activity, and campaign objective.
Outreach Workflow Management
Coordinate email, LinkedIn, forms, calls, warm follow-up, webinar pushes, local outreach, event outreach, and CRM updates.
Integrated Tooling
Support workflows across ZoomInfo, Apollo, LinkedIn Sales Navigator, HubSpot, Salesforce, Microsoft Dynamics, CRM exports, spreadsheets, and custom outreach lists.
Media + Distribution Support
Coordinate financial media, industry publications, investor newsletters, press release distribution, trade outlets, commentary angles, and sector visibility campaigns.
Reporting + KPI Tracking
Track accounts mapped, contacts found, outreach completed, replies, calls, meetings booked, webinar activity, investor engagement, media targets, and next actions.
Client Outcomes

Built for teams that need better targeting, better outreach, and better conversations.

From public markets to energy, logistics, consumer products, franchising, creator-led brands, author platforms, and growth-stage companies, Optuny helps teams move from scattered activity to disciplined opportunity creation.

Client testimonials from leaders in public markets, energy, and logistics
Opportunity Engine

A managed growth desk for companies that need more than software.

Most organizations do not need another dashboard. They need the research, operators, workflows, outreach, follow-up, and reporting required to consistently create new conversations. Optuny gives them that operating motion.

01

Map the Market

Define target sectors, account types, decision-makers, investor profiles, partner paths, media angles, audience segments, buying signals, and exclusions.

02

Run the Outreach

Execute research, email, LinkedIn, forms, calls, event pushes, referral paths, awareness campaigns, media outreach, and follow-up workflows.

03

Report Movement

Track what happened, what converted, what stalled, what needs attention, and where the next opportunity is coming from.

Public Companies + Investor Awareness

Investor awareness, digital PR, and outreach built for public-company visibility.

Optuny supports issuer visibility campaigns, investor education, shareholder awareness, executive positioning, webinar traffic, media outreach, and follow-up programs for public companies that need a more disciplined way to reach the right audience.

30-Day Launchrapid awareness and outreach setup
90-Day Programstructured investor and market education
Public + Privateprograms sized to audience and complexity
Weekly Reportingoutreach, traffic, engagement, and next actions
Investor Awareness

Retail investor visibility

Build campaigns around the company story, product launch, growth thesis, sector momentum, investor webinars, newsletter traffic, and qualified awareness.

Digital PR

CEO + market authority

Pitch podcasts, interviews, niche publications, financial newsletters, expert commentary, sector roundups, and media-facing founder stories.

Compliant Motion

Operator-led execution

Human agents run dignified tasks with AI-assisted research, CRM workflows, lead routing, traffic reports, call notes, and executive summaries.

Important: Optuny does not provide investment advice, make stock recommendations, guarantee trading volume, guarantee market-cap increases, or promote securities without proper client review. Public-company campaigns should be reviewed by the issuer’s legal, IR, and compliance teams before publication.
Tools, Data + Distribution Stack

The technology helps. The operators make it move.

Optuny uses AI-assisted research, enrichment tools, CRM workflows, and reporting systems, but the work is driven by trained operators who execute real outreach, follow-up, calls, and account management.

ZoomInfoApolloLinkedIn Sales NavigatorCrunchbasePitchBook-style researchHubSpotSalesforceCalendlyGoogle WorkspaceOpenAIClaudePerplexity-style researchNotionAirtableSlackMailchimpConstant ContactPR Newswire-style distributionGlobeNewswire-style distributionAccesswire-style distributionYahoo Finance-style reachMarketWatch-style visibilityBenzinga-style audienceSeeking Alpha-style contributorsInvestor newslettersCEO podcastsWebinar platformsVirtual Investor ConferencesNewsfile-style distributionBusinessWire-style distributionPRWeb-style distributionNewswire-style distributionStocktwits-style communitiesReddit-style financial communitiesYouTube investor channelsMining podcastsEnergy podcastsFranchise podcastsFinancial newsletter syndicates
Client + Market Experience

Experience across public markets, private growth, energy, capital, consumer, franchise, creator, and local-market campaigns.

Optuny is built from years of business development, investor awareness, media, outreach, and market-building work across public companies, private companies, family offices, franchise concepts, energy platforms, mining issuers, consumer brands, and strategic partners.

EDFenergy infrastructure
PowerFlexenergy + charging
Pacifico Energyrenewables + storage
Ravenfranchise concept
Focus Brandsfranchise ecosystem
NeoVoltapublic energy storage
NASDAQissuer visibility
NYSE Americansmall + mid cap
CSE + OTCsmall-cap issuer lanes
Mining Issuersgold · silver · copper
Oil & Gasenergy campaigns
Alternative Energysolar · storage · EV
Packaging Companiesconsumer + industrial
Consumer Productslaunches + e-commerce
Family Officescapital relationships
Franchise Systemsmulti-unit growth
Private Companiessales + partnerships
Founder-Led Brandsstory + distribution
Who The Engine Can Reach

Public, private, franchise, energy, logistics, and infrastructure accounts that fit the Optuny engine.

These are example targets and sectors where investor awareness, digital PR, webinars, call follow-up, shareholder education, franchise development, partner outreach, customer acquisition, and strategic introductions can create real movement.

American Battery TechnologyABAT · battery materials
Clean Energy FuelsCLNE · alternative fuels
PowerfleetAIOT · fleet intelligence
Comstock Inc.LODE · metals + decarb
U.S. Gold Corp.USAU · U.S. gold
Idaho Strategic ResourcesIDR · gold + critical minerals
Standard LithiumSLI · lithium / DLE
Dakota GoldDC · gold exploration
Americas Gold & SilverUSAS · silver / gold
Perpetua ResourcesPPTA · antimony / gold
Energy FuelsUUUU · uranium / rare earths
Fervo Energygeothermal growth
EVgoEV charging network
Blink ChargingEV charging infrastructure
ChargePointfleet + commercial charging
Rivian Fleetcommercial EVs
Ryderfleet + logistics
XPOlogistics + LTL
J.B. Hunttransportation + supply chain
Prologisindustrial real estate
Equinixcolocation / interconnection
Digital Realtydata center REIT
CoreWeaveAI cloud infrastructure
CrusoeAI infrastructure / energy
Flexentialcolocation + cloud
QTSdata centers
Switchdata center platform
Vantage Data Centershyperscale campuses
Liquid Deathconsumer brand
OLIPOPCPG growth brand
Poppifunctional beverage
Reset Packsconsumer product launch
Athletic Brewingbeverage + community
Liquid I.V.wellness CPG
Jersey Mike’sfranchise growth
Dutch Brosmulti-location brand
Family Officescapital + strategic intros
Private Equitydeal flow + operators
Venture Fundsgrowth + capital paths
Investment Banksissuer + transaction support
Corporate Developmentstrategic partnerships
Author Platformsaudience + launch growth
Project Financecapital + portfolio paths
Landownerssite + development opportunities
Independent Repssales team expansion
Subscribersaudience + list growth
Strategic BuyersM&A + partnership interest
Campaign Outcomes We Build Around

Investor attention, customer demand, capital paths, strategic introductions, audience growth, and board-ready reporting.

Campaigns are designed to create measurable visibility: more people seeing the story, more qualified audiences entering the funnel, more follow-up opportunities, and a clearer weekly report for leadership, IR, marketing, and sales.

Investor

“We needed more retail-investor awareness around the company story. The campaign gave us a cleaner narrative, more digital traffic, more investor touchpoints, and a weekly view of what was actually moving.”

Public-company awareness style outcome
Media

“The CEO story became easier to pitch. Interviews, podcasts, newsletters, financial-media targets, and short-form clips all worked together instead of living as disconnected PR tasks.”

Digital PR + executive visibility style outcome
Growth

“We had a product launch and needed quick market traction. The engine pushed traffic into webinars, follow-up lists, partner conversations, buyer outreach, and franchise-style lead flow.”

Customer + franchise demand style outcome
Campaigns are positioned around awareness, education, visibility, lead generation, traffic, and reporting. Optuny does not guarantee stock price, market-cap increases, financing outcomes, trading volume, or investor purchases.
The Core Argument

Technology finds the signal. Operators create the movement.

Anyone can buy software. Almost nobody consistently runs research, relevance, outreach, calls, event conversion, partner motion, media pitching, follow-up, appointment setting, and weekly reporting. Optuny makes the work visible, structured, and repeatable.

What the engine runs

One system. Multiple ways to create opportunity.

Each channel can run separately or combine into a coordinated managed engine across sales, partnerships, capital, visibility, local markets, creator growth, and strategic development.

Outbound Sales

Targeted account research, decision-maker mapping, email, LinkedIn, contact forms, sequencing, reply handling, follow-up, and meeting conversion.

Tele-Call + Events

Human callers confirm interest, push attendance, qualify warm leads, recover no-shows, validate contacts, and book next steps.

Appointment Setting

Interested prospects move from reply to calendar with qualification notes, account context, confirmation, reminders, and prep briefs.

Partners + Referrals

Consultants, brokers, agencies, advisors, vendors, associations, resellers, alliances, and referral paths are mapped and activated.

Digital PR + Awareness

Publication angles, financial media, industry newsletters, expert commentary, press release paths, webinar traffic, and authority-building conversations.

Investor + Capital Paths

Family offices, strategic capital, funds, corporate development, investor awareness, webinar follow-up, and introduction paths for qualified companies.

Customer Acquisition

Launch campaigns, local-market outreach, industry lists, referral paths, direct buyer targeting, and follow-up into booking or purchase paths.

Account Intelligence

Hiring activity, funding events, expansion indicators, website traffic, buying-ratio clues, and priority account changes are monitored for timing.

Audience + Creator Growth

Authors, founders, experts, newsletters, communities, webinars, courses, events, and creator-led brands can use the engine to grow attention and relationships.

Opportunity Creation Systems

Built for any organization that needs the right introductions, the right audience, and the right next conversations.

Optuny can support private companies, public companies, energy developers, manufacturers, investor-backed teams, consumer brands, authors, experts, creators, franchise systems, local-market operators, and growth teams that need more than a list — they need a managed path to real opportunities.

Capital, Partners + Strategic Introductions

Map and reach family offices, strategic investors, corporate development teams, funds, lenders, landowners, channel partners, portfolio buyers, operators, brokers, advisors, and sector-specific decision-makers.

  • Investor and capital-source mapping
  • Portfolio and project introduction paths
  • Strategic partner outreach
  • Landowner, operator, and asset-owner discovery
  • Follow-up, call notes, and next-step reporting

Sales, Audience + Market Expansion

Support sales development, product launches, author or creator platforms, customer acquisition, subscription growth, channel development, local-market awareness, digital PR, webinars, and high-priority account outreach.

  • Buyer and customer acquisition campaigns
  • Channel partner and independent rep growth
  • Launch, event, webinar, and subscriber pushes
  • Publication, newsletter, and media targeting
  • Weekly KPI and conversion reporting
What The Engine Can Create

Examples of the kinds of opportunities companies need — and the paths Optuny can help open.

Growth rarely comes from one channel. It comes from the right introduction, the right timing, the right audience, and the follow-up discipline to turn interest into movement.

Capital + Portfolio Introductions

Line up qualified conversations around large energy, infrastructure, real estate, project-finance, or operating-company opportunities — including portfolio buyers, strategic capital, and institutional relationships.

Landowner + Asset Discovery

Identify landowners, asset owners, developers, operators, and brokers who can unlock new projects, expansion paths, site opportunities, and alternative-energy development conversations.

Battery Storage + Energy Projects

Support outreach for storage developers, IPPs, grid infrastructure, solar portfolios, critical power, utilities, data centers, and project stakeholders who need introductions, land, capital, or buyers.

Investor Awareness + Public Markets

Build campaigns for issuers that need investor education, shareholder visibility, webinar traffic, executive positioning, financial-media awareness, and better follow-up around market interest.

Product Launch + Subscriber Growth

Support consumer products, wellness brands, newsletters, authors, creators, and subscription platforms that need traffic, double opt-in audiences, early adopters, retail buyers, ambassadors, and launch momentum.

Manufacturing + Channel Sales

Find independent sales reps, distributors, integrators, dealers, resellers, procurement contacts, industry partners, and account paths that help manufacturers grow outside a traditional sales team.

Oil, Gas + Natural Resources

Open conversations with investors, operators, service providers, land groups, industry contacts, family offices, and sector-specific media or newsletter channels.

Strategic Partnerships

Map and activate consultants, agencies, referral partners, advisors, brokers, associations, enterprise partners, channel allies, and ecosystem relationships that can introduce business faster.

Customer + Revenue Growth

Build outreach around target accounts, buyers, event lists, webinar registrants, warm leads, local-market campaigns, industry lists, and priority prospects that can convert into pipeline.

Agent Marketplace

Start with one growth lane. Stack more when it proves itself.

Optuny can sell as a focused sprint, a managed monthly engine, or an expanded opportunity desk.

Launch offer idea: include 20–40% more outreach volume in the first 30 days to prove movement fast.

Outbound Sales Agent

Build targeted account lists, identify decision-makers, run multi-touch outreach, and move qualified prospects toward real conversations.

$3.5k–$6.5k
per month add-on
750–1,500 monthly touchesEmail, LinkedIn, forms, enrichment, list cleanup, reply handling, follow-up, and CRM movement tracking.

Tele-Call Agent

Human callers turn warm interest, event lists, investor registrants, stalled leads, and high-priority accounts into qualified next steps.

$6k–$12k
per month add-on
300–750 monthly call attemptsWarm-lead qualification, event confirmations, webinar reminders, investor follow-up, no-show recovery, appointment support, and call-note reporting.
PR

PR + Media Agent

Coordinate media angles, publication targets, investor newsletters, industry outlets, commentary opportunities, and credibility-building distribution paths.

$7.5k–$14k
per month add-on
400–900 monthly media touchesFinancial media, trade publications, newsletters, editors, journalists, sector outlets, distribution lists, and executive visibility targets.
$

Investor Capital Agent

Map relevant capital sources, strategic investors, family offices, corporate development teams, and qualified introduction paths.

$15k–$30k
per month add-on
175–400 high-value capital touchesFamily offices, private investors, funds, strategic capital, corporate development, investor education, webinar follow-up, and intro-path reporting.
30-Day Launch

The first month creates the map, the message, and the motion.

Optuny starts by clarifying who to reach, why they matter, what message should open the door, and how the operator team will measure movement.

1
Discover

ICP, offer, exclusions, triggers, partner map, PR angles, events, and capital relevance.

2
Build

Target lists, lead pages, contact maps, approval queue, and execution plan.

3
Engage

Email, LinkedIn, forms, calls, partners, referrals, PR, and investor channels go live.

4
Convert

Replies are qualified, warm leads are called, events are promoted, and meetings are booked.

5
Scale

Weekly report shows what worked, what stalled, and what gets expanded next.

Pricing

Programs sized for the audience, complexity, and execution required.

Choose a focused launch, a managed growth program, or a public-market visibility desk. Each lane is built around research, outreach, follow-up, reporting, and the level of coordination required to create meaningful movement.

PRIVATE / GROWTH

Opportunity Sprint

$4.5k–$7.5k

30-day market map and launch sprint for customer growth, partnerships, awareness, local-market outreach, creator-led launches, or sales conversations.

  • First 100 target accounts
  • Messaging + offer angles
  • Lead page / webinar concept
  • Outbound + partner launch
  • Weekly report
Request Sprint
90-DAY SCALE

90-Day Public Markets Desk

$38k–$120k

90-day issuer visibility desk combining investor awareness, digital PR, financial publication distribution, webinars, CEO visibility, content, outreach, tele-calls, buying-ratio tracking, and board-ready reporting.

  • Multi-channel awareness calendar
  • Financial publication distribution plan
  • Webinars, interviews, podcast bookings
  • Retail traffic + engagement reporting
  • Executive weekly reporting
  • Optional ads / media budget separate
Talk Strategy
Public-company pricing assumes additional strategy, review cycles, reporting, reputational risk, and compliance coordination. Media spend, sponsored placements, wire distribution, legal review, IR platforms, and third-party publication costs are typically billed separately.
Retention System

The weekly report is the product.

Clients keep paying when they see visible progress, decisions, meetings, replies, call notes, partner paths, PR movement, and a clear plan for next week.

Weekly Opportunity Report

Meetings booked: 9

Positive replies: 64

Partner conversations: 12

Event signups: 74

Investor traffic sources: 18

CEO / media pitches: 42

Industries + Use Cases

Built for teams that need more buyers, investors, partners, audiences, conversations, or attention.

Optuny works best where visibility and conversations create value: investor awareness, product launches, franchise development, customer acquisition, capital introductions, channel partners, and enterprise sales.

U.S. miningCritical mineralsGoldSilverCopperLithiumUraniumOil & gasNatural gasCarbon captureGeothermalEnergy storageSolar developersEV chargingFleet electrificationLogisticsTruckingLast-mile deliveryWarehousingIndustrial real estateHyperscalersColocationData centersAI infrastructurePower infrastructureWater infrastructurePackagingConsumer productsCPGWellness productsE-commerce launchesFunctional beveragesSupplementsPet productsOutdoor brandsFood + beverageBiotechHealthcare servicesMedical devicesManufacturingIndustrial servicesSaaSCybersecurityPublic companiesInvestor relationsFranchise systemsMulti-location brandsPrivate equityFamily officesCommercial real estateAgencies
Distribution + Research Stack

A serious operating stack behind every campaign.

Optuny coordinates research, outreach, content, calls, media pitching, webinar traffic, investor education, CRM tracking, and analytics so leadership can see what is being executed and where the strongest buying-ratio signals are coming from.

Tier 1 + Tier 2 publication lanes

Broad-reach business media, industry publications, investor-facing channels, digital PR distribution, sector trade media, and targeted awareness lanes can be coordinated around the goal — visibility, buyer education, investor reach, or launch support.

Connected outreach integrations

Opportunity mapping gets stronger when research and outreach connect across data providers, contact sources, CRM systems, workflow automation, and reporting dashboards. That is where the Optuny engine becomes more technical, more scalable, and more measurable.

Executive + KPI reporting

Weekly reporting shows movement across mapped accounts, outreach volume, replies, call activity, meetings booked, relationship progress, account signals, channel performance, and next actions leadership can actually review.

Visibility Infrastructure

Built to support credibility, traffic, discovery, and conversion from day one.

Optuny campaigns are structured around message clarity, audience targeting, outreach discipline, market visibility, and follow-up — so attention has somewhere to go and every signal can become a next step.

Search + Content ReadinessCampaign messaging, landing-page structure, content angles, and audience pathways can be aligned to support search, social, investor, buyer, and partner discovery.
Audience PathwaysTraffic can be routed from outreach, media, newsletters, webinars, events, referral partners, creator platforms, and targeted market campaigns into clear conversion paths.
Trust SignalsFounder credibility, issuer visibility, publication alignment, partner development, testimonials, case-style proof points, and market positioning can be organized into a stronger public presence.
Measurement + Follow-UpCampaign activity can be tracked through outreach response, traffic sources, meeting activity, investor engagement, media targets, audience growth, and next-step reporting.
Start here

Give us your market. We’ll map the next 50 opportunities worth pursuing.

Based in San Diego, California, Optuny supports organizations across the U.S. and Canada with outreach, investor awareness, digital PR, sales development, capital relationships, creator-led launches, local-market campaigns, and market-expansion programs. Submit the form and we’ll review where the engine should start.

Tell us your market, audience, or growth objective and we’ll review where the opportunity engine should start.

The right people are out there. The engine helps you reach them.

Imagine a coordinated outreach team, call desk, inside-sales motion, digital PR lane, investor-awareness desk, partner-development workflow, campaign traffic engine, and reporting function all working toward the same outcome: more qualified conversations.

Build My Pipeline