Percent Case Study: Lead Generation for Accredited Investors

Lead Generation for Percent

Percent is a private credit platform for accredited investors in the United States. It offers access to high-quality private debt instruments—historically reserved for institutional investors—with competitive returns and flexible terms.

When they arrived at Achalay, they were looking to expand their base of registered investors through performance-based channels.

Google AdsMeta AdsLanding PagesAI Video

Lead Generation Based on Search Intent

We manage Percent’s comprehensive Google Ads strategy in the U.S. market, with a focus on attracting high-value accredited investors. We designed a campaign architecture segmented by funnel stage: TOFU focused on financial education keywords, MOFU targeting comparison searches with competitors such as YieldStreet, Fundrise, and EquityMultiple, and BOFU with dedicated landing pages optimized for conversion.

We developed copy using keyword insertion for competitors’ campaigns, implemented progressive tCPA, and built a dual attribution system using PostHog as the primary source for Google Ads and HubSpot for OKR reporting. The result was a sustained reduction in the cost per qualified lead quarter over quarter.

Funnel Architecture

TOFU, MOFU, and BOFU with messages and bids tailored to search intent.

Progressive tCPA

Automated bid optimization with incremental learning from quarter to quarter.

Dual attribution

PostHog as the primary source for Google Ads; HubSpot for business OKRs.

Every search has its own landing page

We designed and developed a set of conversion-focused landing pages for different investor segments. Each landing page was built around a specific message aligned with the search intent: private credit, peer-to-peer lending, alternative investments, and platform comparisons.

We conducted systematic A/B tests comparing specialized landing pages against the homepage for each campaign, identifying when the specificity of the message warranted separate traffic. The insights from each iteration directly informed our bidding and segmentation strategy.

Performance for Accredited Investors

We developed Google Ads and Meta Ads campaigns targeting accredited investors, financial professionals, and high-net-worth individuals in the United States. The creative strategy combined educational content on private credit with direct performance-driven ads, tailored to each channel and stage of the funnel.

Video campaigns consistently showed a lower cost per qualified lead than static formats, establishing video as the preferred format for attracting new investors to the platform.

Performance for Accredited Investors — Percent

Content created with generative AI

We produced video content for Percent’s digital channels using AI-powered generation tools. The videos included product explanations, synthetic testimonials, and educational content on personal loans for investors who are new to the category.

The production pipeline made it possible to generate multiple variations of each piece for creative testing on Meta Ads and YouTube, significantly reducing production time and costs without compromising visual quality or the brand’s tone.

Comprehensive Audiovisual Production

Beyond the AI-generated content, we developed an end-to-end audiovisual production for Percent: concept development, location scouting, lighting, camera work, interview direction, editing, and post-production. The result was a series of video podcast episodes designed to position Percent as a leader in personal loans in the U.S. market.

We coordinate every stage of the process—from the script to the final cut—to ensure brand consistency, technical quality, and a tone that builds trust among accredited high-net-worth investors.

Growth Partner

Ecommerce

B2B Company

Lead Generation

Growth AI Marketing

Performance PPC

UX/UI

LLM & SEO Positioning

Lead Generation for Percent

Work for Percent

Lead Generation Based on Search Intent

Funnel Architecture

Progressive tCPA

Dual attribution

Every search has its own landing page

Performance for Accredited Investors

Content created with generative AI

Comprehensive Audiovisual Production

Concept & Script

Location & Lighting

Filming & Directing

Editing & Post-Production

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