AEM Data — Marketing Solutions Demo
Marketing Solutions for MCA & Business Funding

Grow Your
Funding Pipeline

End-to-end marketing infrastructure for MCA brokers and lenders — from fresh leads to closed deals.

100%
Fresh MCA Packs
8
Loan Products Covered
1-2-1
Personalized Outreach
24/7
Support Chat
Scroll

Everything You Need
to Market & Close

AEM Data provides a complete marketing stack purpose-built for the business funding industry.

📦

Fresh MCA Packs

Underwritten merchant cash advance packs with verified Approved Positions (APs) ready for your outreach pipeline.

Core Service
💬

1-2-1 SMS & Email

Personalized one-to-one messaging campaigns for packs and APs — not blast sends, but targeted individual outreach.

Core Service
🌐

Marketing Website

A professional branded website that converts visitors into funding applicants, optimized for your product lineup.

Core Service
🎨

Template Design

Custom SMS, MMS, and email templates for every funding product — Term Loans, SBA, Equipment, AR Factoring and more.

Creative
📣

Marketing Campaigns

Full-service SMS, MMS, and email campaign management — from strategy and copy through sending and reporting.

Campaigns
🛠️

System Setup & Admin

Full marketing system setup, ongoing admin support, and live chat support so you can focus on closing deals.

Support

Fresh MCA Packs with Underwritten APs

We deliver pre-screened, underwritten merchant cash advance packs — complete with Approved Positions so your team hits the ground running.



  • Freshly sourced — no recycled or aged leads. Every pack is current and verified before delivery.
  • Underwritten Approved Positions — each AP is evaluated against lender guidelines so your team can act fast.
  • Segmented by product — packs are organized by funding type so you market the right product to the right merchant.
  • Ready for outreach — each record includes all contact data needed to launch SMS, email, and call campaigns instantly.
MCA Pack PreviewLive
Business NameEastside Auto Repair LLC
IndustryAutomotive Services
Monthly Revenue$48,200
Time in Business4 Years 7 Months
PositionApproved — 1st
Offer Amount$35,000 – $65,000
Factor Rate1.24
Contact✓ Phone + Email

1-to-1 SMS & Email Campaigns

Not mass blasts — individually personalized messages that feel like real outreach. Higher open rates, higher response rates, more deals.

SMS Preview
9:41 AM●●●
AE
AEM Funding
+1 (888) 555-0142
Today 9:41 AM
Hi Marcus, I came across Eastside Auto and wanted to reach out. Based on your monthly revenue we have a $45K offer ready — no lengthy application. Interested?
How does it work exactly?
It's a merchant cash advance — we advance funds against your future revenue. Fast approval, funds in 24–48 hrs. Want me to send details?
Yes please!
Email Preview

Templates for Every Funding Product

Professionally designed SMS, MMS, and email templates for 8 product categories — ready to personalize and deploy immediately.

💰
Term Loans
SMS + Email
🏛️
SBA Loans
SMS + Email
💳
Business LOC
SMS + Email
⚙️
Equipment
SMS + MMS + Email
📄
AR Invoice
SMS + Email
📦
PO Financing
SMS + Email
Working Capital
SMS + MMS + Email
🚀
Start-Up Credit
SMS + Email
Merchant Cash Advance
4 templates · Working capital outreach
MCA
Sender: John / PRC
Hey, %list_first_name%, John w/ PRC here. Doing 100k monthly revs? New programs available. To get started, whats your monthly revs? Text STOP to quit
✓ 152 chars · STOP compliant
Follow-up · 30k min revenue
Hey %list_first_name%, following up on your recent request — biz doing 30k+ monthly now qualify for new programs. Whats your avg monthly revs? STOP to quit
✓ 157 chars · STOP compliant
Inquiry follow-up
Hey %list_first_name%, got your inquiry — making 30k or more monthly? New programs now available. Whats your current monthly revs? Text STOP to quit
✓ 154 chars · STOP compliant
Low-barrier qualifier
Hey %list_first_name%, qualify with just 30k/mo in revenue. Still looking for options? Whats your monthly revs? Text STOP to quit
✓ 143 chars · STOP compliant
Equipment Financing
4 templates · Trucks, machinery, medical, POS
Equipment
Sender: Michael / AEM
Hi {{ contact.first_name }}, it's Michael w/ AEM. Upgrade equipment now & pay over time. Good terms for trucks & machinery. Reply INFO. Txt STOP to quit
✓ 155 chars · STOP compliant
Sender: Michael / BOCF
Hello {{ contact.first_name }}, Michael from BOCF here. Finance new equipment fast with flexible payment options. Reply START today. Txt STOP to quit
✓ 153 chars · STOP compliant
Sender: Michael / PRC — Multi-category
{{ contact.first_name }}, it's Michael w/ PRC. Fast financing for vehicles, machinery, POS & more. Reply YES to see options. Txt STOP to quit
✓ 140 chars · STOP compliant
Sender: Michael / PRG — Industry-wide
Hi {{ contact.first_name }}, Michael w/ PRG here. From construction to medical, we help biz finance equipment fast. Reply INFO. Txt STOP to quit
✓ 150 chars · STOP compliant
AR / Invoice Factoring
4 templates · Receivables & cash flow
AR
Sender: Liam / PRC
%list_first_name%, it's Liam w/ PRC. Get paid before your customers pay you. Invoice factoring improves cash flow fast. Reply YES. Txt STOP to quit
✓ 148 chars · STOP compliant
Sender: Jason / BOCF
Hello %list_first_name%, Jason from BOCF here. Stop waiting on payments. Access cash tied up in receivables fast. Reply START. Txt STOP to quit
✓ 150 chars · STOP compliant
Sender: William / AEM — AR line angle
Hi %list_first_name%, it's William w/ AEM. Invoices are assets. Unlock working capital with AR lines of credit. Reply INFO. Txt STOP to quit
✓ 151 chars · STOP compliant
Sender: David / PRG — 30-90 day pain point
%list_first_name%, David from PRG here. Waiting 30-90 days on invoices? Turn them into immediate cash flow. Reply YES for options. Txt STOP to quit
✓ 150 chars · STOP compliant
Business Line of Credit
4 templates · Revolving access
LOC
Sender: John / AEM — New programs
Hello [[first_name]], it's John w/ AEM. New LOC programs now available for qualified owners. To get started, share your monthly revs. Text "9" to Opt Out
✓ 157 chars · Opt-out: "9"
Sender: Jason / BOCF — Seasonal angle
Hello [[first_name]], Jason w/ BOCF here. Seasonal biz? LOC can bridge slow months. To get started, whats your monthly revs? Text "9" to Opt Out
✓ 154 chars · Opt-out: "9"
Sender: Christopher / PRG — Flexible draw
[[first_name]], Christopher from PRG here. Use capital when needed. Flexible biz lines of credit available now. What's your monthly rev? Text "9" to Opt Out
✓ 153 chars · Opt-out: "9"
Sender: Lisa / AEM — Inquiry follow-up
Hey [[first_name]], Lisa w/ AEM here. Based on a recent inquiry, you may qualify for a business LOC. What's your current monthly revenue? Text "9" to Opt Out
✓ 158 chars · Opt-out: "9"
SBA & Government-Backed Loans
4 templates · 7(a) programs, acquisition, working capital
SBA
Sender: Daniel / AEM — Matching angle
%list_first_name%, it's Daniel w/ AEM. We're matching business owners with SBA programs — low rates, flexible terms. What's your monthly rev? Txt STOP to quit
✓ 157 chars · STOP compliant
Sender: Jennifer / PRC — Anti credit card
Hello %list_first_name%, it's Jennifer w/ PRC. SBA loans beat high-interest credit cards. Better terms, 5-min pre-qual. What are your monthly revs? Txt STOP to quit
✓ 159 chars · STOP compliant
Sender: Sara / PRG — $5M working capital
%list_first_name%, Sara from PRG here. Expanding inventory or hiring? SBA working capital up to $5M available. To get started, share your monthly rev. Txt STOP to quit
✓ 157 chars · STOP compliant
Sender: John / PRC — Great terms
Hey %list_first_name%, it's John w/ PRC. We have SBA programs with great terms for your business. To get started, share your monthly rev. Txt STOP to quit
✓ 152 chars · STOP compliant

Forms That Feed Your Pipeline

Every inbound response captures a full business profile — delivered to your inbox and synced to a live Google Sheet your whole team can work from.

📱
Step 01
SMS Outreach Sent
Campaign messages go out to targeted business owner lists across your chosen verticals.
📋
Step 02
Lead Fills the Form
Interested owners complete a short intake form capturing key qualifying data — funding need, revenue, industry, credit.
📧
Step 03
Instant Email Notification
Full lead details land in your inbox the moment the form is submitted — no delays, no manual exports.
📊
Step 04
Live Google Sheet Sync
Every submission auto-populates your shared Google Sheet — organized, sortable, ready to assign to reps.
Intake Form
Business Funding Application
Top Flight Transportation
Trucking / Transportation
Devontee
Delaney
7139859637
topflightdispatch1@gmail.com
By submitting you agree to be contacted by an AEM Data partner. Opt out at any time.
What you receive
Delivered to your inbox instantly
AEM Data — Lead Tracker
Real-time Google Sheets integration · auto-populated on every submission
Live Sync
DateLead TypeAssigned RepStatus First NameLast NameBiz NamePhone StateCampaignRequestedMonthly RevYrs Biz
06/10/26MCAJ. Williams Hot DevonteeDelaneyTop Flight Transportation 713-985-9637TXMCA-Batch12 $10–15k$100–200k4+
06/10/26SBAM. Torres Contacted MarcusRiveraRivera Concrete LLC 305-447-2891FLSBA-Spring $250k$75–100k6+
06/09/26Equipment New AngelaBookerBooker Logistics 214-563-0022TXEQ-Q2 $50k$40–75k3
06/09/26LOCS. Patel Contacted JamesOkaforOkafor Med Supplies 646-882-1144NYLOC-Summer $30k$30–50k2
06/08/26ARJ. Williams New PatriciaChenChen Staffing Group 469-330-5571TXAR-Batch3 $80k$150–200k7+
Instant Delivery
Full lead profile hits your inbox within seconds of form submission — no overnight batches, no manual CSV exports.
📊
Live Google Sheets Sync
Every inbound response auto-populates your shared Sheet. Assign reps, update status, and track pipeline — all in one place your team already knows.
🎯
Pre-Qualified Data
Every lead arrives with monthly revenue, industry, credit band, and funding goal — so your reps open a conversation already knowing who they're talking to.

Full-Service SMS, MMS & Email Campaigns

We handle everything from strategy to execution — including copy, scheduling, sending, and performance reporting.

1

Lead Segmentation

We segment your MCA pack by product type, revenue tier, and industry so every message is hyper-relevant.

2

Template Selection & Copy

We select or write the right template for each segment — personalized with business name, offer details, and product fit.

3

Multi-Touch Sequences

SMS, MMS, and email are combined into a coordinated sequence — timed across multiple days for maximum coverage.

4

Reporting & Optimization

Detailed open rate, click rate, and response reports delivered after every campaign with optimization recommendations.

38%
Avg SMS Open Rate
24%
Avg Email Open Rate
12%
Reply Rate
4.2x
Avg ROI
Campaign Performance by Channel
SMS
76%
MMS
68%
Email
55%
Combined
91%

Your Branded Marketing Website

A professional, conversion-optimized website that presents your full product offering and captures inbound funding inquiries 24/7.


  • Custom branding aligned with your logo and colors
  • Product pages for every funding type you offer
  • Integrated lead capture forms and CTA buttons
  • Mobile-optimized and fast-loading
  • Live support chat integration included
🔒www.yourfundingco.com
Business Funding Solutions
Capital When Your
Business Needs It Most
Fast approvals. Flexible terms. Funding for businesses at every stage — from startups to established operators.
Apply in 2 Minutes →
Same-Day Approval
💼
8 Products
🔒
Secure & Private
📞
Live Support
AE
AEM Support
Online — Average reply: <5 min
AE
Hi! Welcome to AEM Data. How can I help you today? I can assist with your campaigns, packs, templates, or system setup. 👋
U
I need help setting up my first SMS campaign for a batch of MCA packs I just received.
AE
Of course! Let's get that set up for you. First, can you tell me the product type on the packs — MCA, Working Capital, or Equipment? That way I can pull the right templates for you.
U
They're MCA — short-term working capital.
AE
Perfect. I'll send you 3 personalized SMS templates right now + set up a 5-touch sequence. Should be ready within the hour. ✅

Live Support Chat Included

Every AEM Data client gets access to our dedicated support team — ready to help with campaigns, templates, system setup, and anything else you need.


💬

Real-Time Chat Support

Connect with a marketing specialist in minutes — not hours. No ticket queues or automated bots.

🛠️

System Setup Assistance

Our team handles the technical side — CRM integration, sending platform configuration, and domain authentication.

📊

Campaign Coaching

Not sure which template to use or when to send? We advise on timing, copy, and sequencing strategy.

⚙️

Ongoing Admin Support

List management, unsubscribe handling, reporting exports — we handle the admin so your team stays focused on sales.

Your Marketing System, Built & Managed

We configure your entire marketing infrastructure and provide ongoing admin support — so you launch faster and run smoother from day one.


  • Sending platform setup and authentication (SPF, DKIM, DMARC)
  • Contact list importing, segmentation, and hygiene
  • Campaign scheduling, automation, and drip sequences
  • Compliance review — CAN-SPAM, TCPA opt-out management
  • Monthly performance reporting and strategy reviews
Campaign DashboardJune 2026
2,480
Contacts Reached
847
Opens
214
Replies
Daily Sends — Last 14 Days
CampaignChannelSentRate
WC — Batch 12SMS64041%
Equipment Q2Email48028%
MCA Re-engageMMS31035%
SBA SpringEmail29022%

Simple, Scalable Pricing

Choose the plan that fits where you are today — upgrade as your pipeline grows. All plans include support chat.

Starter
Essentials
For brokers just getting started with structured marketing outreach.
  • Fresh MCA pack (monthly)
  • 5 SMS templates per product
  • 5 Email templates per product
  • 1-2-1 SMS campaign (1x/mo)
  • Support chat access
  • Basic campaign report
Enterprise
Full-Service
For high-volume lenders and teams who want a fully managed marketing operation.
  • Everything in Pro Suite
  • Dedicated account manager
  • Custom campaign strategy
  • Daily AP delivery
  • Multi-brand / multi-user support
  • Quarterly strategy review

Ready to Build Your
Funding Pipeline?

Talk to the AEM Data team today — we'll show you exactly how we can accelerate your business.