For CBI · golden visa · residency firms

Investor consultations, not inquiries.

We build outbound pipeline for investment migration firms. Every prospect is verified against capital, timeline and intent before it reaches your calendar — and you only pay for consultations that qualify.

Sample dossier91 / 100
R. — Dubai, UAE
MFG EXPORTS · SEEKING MALTA, PT
Liquid capital verified
Timeline under 9 months
Decision-maker confirmed
Consultation attended
UAE golden visaPortugal D7 & GVGreece GVMalta MEIN St Kitts & NevisDominica CBIAntigua CBITürkiye CBI UAE golden visaPortugal D7 & GVGreece GVMalta MEIN St Kitts & NevisDominica CBIAntigua CBITürkiye CBI
01The qualification standard

Four gates. No exceptions.

Most agencies sell volume and let your team sort the wreckage. We publish the standard a prospect must clear before it reaches you — and if a consultation fails any gate, you don't pay for it.

GATE 01

Capital verified

Evidence of liquid funds at or above the programme minimum. Stated intent alone never clears this gate.

GATE 02

Timeline

Actively intending to file within twelve months. Long-horizon browsers are logged, not delivered.

GATE 03

Decision-maker

Speaking with the person who signs — or with their named advisor holding the mandate.

GATE 04

Attendance

The consultation is booked, confirmed and attended. A no-show is not a consultation, and is never invoiced.

You are buying meetings with people who can fund the programme. Nothing else counts as a lead.

02What you receive

The dossier arrives
before the meeting.

One file per lead, in your inbox or your CRM. Names and contact details are unmasked on delivery — everything else is exactly what you see here. Redacted, not summarised.

INFLUX_DOSSIER / 0428 / REV_B 5 / 5 GATES Consent on file Illustrative sample · composite, not a real individual
A K
FOUNDER, DIGITAL-ASSET INFRASTRUCTURE · RESIDENT: DUBAI, UAE · NATIONALITY:
Liquid capital
$2.4M · bank + custodial, verified
Source of funds
2021 equity exit + digital assets
Decision window
Q4 2026 · tax-residency driven
Programme fit
Malta CBI · Portugal GV · St Kitts
Dependents
Spouse + 2 (ages , )
Prior advisors
None engaged
Contact
· +971
Consent timestamp
2026-07-12T09:41Z · opt-in
Analyst note

Driver is tax residency ahead of a token unlock, not lifestyle. Wants Schengen access and a Plan-B passport in the same filing. Sensitive to timelines, indifferent to price. Will ask about processing risk on the first call — lead with it.

92 / 100
Capital24/25
Urgency23/25
Compliance22/25
Mandate fit23/25
01Recorded qualification call + transcript
02Capital-proof documents, as supplied
03Consent trail and channel of origin
04Suggested opening angle for your first call

How the score is derived: each gate is worth 25 points and evidenced in the attached file, never asserted — capital by proof of funds, urgency by a dated decision window, compliance by documented source of wealth, and mandate fit against your own filing criteria. A dossier that misses a gate is rejected at your discretion.

03Coverage

Fourteen programmes.
Five hundred firms mapped.

Classical temple, duotone
Southern Europe

Greece & Portugal

Golden visa · property and fund routes
Arched colonnade to the sea, duotone
Mediterranean

Malta & Cyprus

Exceptional investor naturalisation
Modernist terraces above water, duotone
Gulf

UAE

Golden visa · 2 and 10-year residency
Moon over modernist architecture, duotone
Caribbean

CBI programmes

St Kitts · Dominica · Antigua · Grenada
04How it runs

Four weeks to first meeting.

WEEK 01

Positioning

We map your programmes, ticket sizes and ideal client, then build the qualification rubric against your actual close criteria.

WEEK 02

Sourcing

We identify prospects showing genuine relocation intent across our tracked market, and score them before any contact is made.

WEEK 03

Outreach

Personalised, compliance-aware outreach in your firm's voice. Conversations, not blast sequences.

WEEK 04

Handover

Qualified consultations land on your calendar with the dossier attached. You show up and sell.

The pilot

Ten consultations. No retainer.

You pay per consultation that clears all four gates and is attended. If we can't deliver qualified meetings, you have spent nothing — the risk sits on our side of the table, not yours.

0Retainer
10Pilot consultations
4Gates cleared
100%Replaced if unqualified
05Founder
"I built Influx Mobility because investment migration firms are sold volume by generalists who have never read a programme's due-diligence requirements. We work on one industry only — and we take the risk on qualification, because that is the part everyone else gets wrong."
Abhiram · Founder, Influx Mobility

We track programme changes across fourteen jurisdictions and maintain a live map of five hundred firms in the sector. That research is the product — the outreach is just what we do with it.

06Insights · first issue soon

We read the programmes
so your prospects don't have to.

A weekly read for the desk — programme changes, source-of-funds practice, and how the buyer actually behaves. Here's what's landing first. Subscribe and you'll get it the day it ships.

Soon
PROGRAMME UPDATE

What the UAE's 2026 golden visa revisions change for advisors

Threshold movements, the new nomination routes, and which client profiles are affected.

Soon
MARKET

Portugal after the property route: where demand actually went

Fund subscriptions, application volumes, and what it means for pipeline.

Soon
DUE DILIGENCE

Caribbean CBI price floors and the compliance tightening

The four-nation agreement, and how it reshapes the qualification conversation.

Soon
BUYER BEHAVIOUR

What HNW families actually ask on a first consultation

Patterns from consultation transcripts, and how to prepare for them.

07Questions

Because you're not paying for our learning curve. The pilot runs on performance — you pay per qualified consultation, not per month. Most agencies charge a three to five thousand dollar retainer regardless of outcome. We took that risk off your side of the table.

No, and be careful with anyone who does. We guarantee the standard, not the volume: every consultation you're invoiced for has cleared all four gates and been attended. If it hasn't, it's replaced or removed from the invoice.

Through a structured qualification conversation covering source of wealth, liquidity position and prior investment activity, cross-referenced against the programme's minimum. We record how each gate was cleared and hand you the transcript. We do not collect financial documents — your compliance team owns that stage.

Yours. We write in your firm's voice, on infrastructure we set up and warm for you, and every conversation is handed over with full context. We stay invisible to the prospect.

Fourteen programmes across the UAE, Portugal, Greece, Malta, Türkiye and the Caribbean CBI nations. If you run a programme we don't currently track, we'll tell you honestly rather than take the engagement.

A fifteen-minute fit call. We'll ask about your programmes, ticket size and current pipeline, then tell you whether a pilot makes sense. If it doesn't, we'll say so on that call.

Stop paying for
inquiries.

Ten qualified consultations. No retainer. If they don't clear the gates, you don't pay.

Book a 15-minute fit call