Unleash Your True Potential Through Data Science and Artificial Intelligence

The Wrench platform integrates with customer relationship management (CRM) tools to
translate your data into insights that empower you to deliver highly-targeted and personalized
marketing and sales.


Fill in gaps in your data to learn more about your prospects and their buyer’s journey status.


Identify and segment leads based on their conversion potential to advance leads through your funnel.


Create your own prediction engine to generate campaign recommendations that improve over time.

Products and Services
Perfect Your Personalization with AI

Serendipity is an enrichment service that ensures you won’t waste valuable sales and marketing opportunities. It uses a deep learning and an intelligent neural network to predict the ideal buyer’s experience, shorten the buyer’s journey, and drive and simplify customer loyalty through deeper relationships.

  • Get instantaneous CRM insights with factual enrichment and contextualized data points instead of spending time and money on manual research.
  • Offer the perfect product or pitch by using data-driven product lead scores that guide your marketing and sales efforts.
  • Enhance person-to-person communication by pairing leads with the right team personality.
Investor Suite
Create Actionable Insights to Grow Your Investor Audience

Deepen your investor data through enriched public data on investors, investment professionals, and issuers. Easily segment leads, personalize outreach initiatives, and apply “offer match” scores to investors and deals.

  • Easily add investor and partner marketing metrics to your CRM, segment leads, and predict investors’ accreditation status.  
  • Access a larger pool of institutional investors with an “offer match” score for each investor and deal, and enable 24/7 contact recommendations by deal.
  • Personalize your outreach with verified and probable investor life stage and product recommendations.
Make Your Marketing and Sales Smart, Really Smart

Parkour amplifies your data by “cleaning” it, filling in gaps, and adding new information; it also segments your contacts to predict why, when, and how to engage

  • Predict the top leads for your product or offering, and the best ways to conduct your outreach efforts.
  • Get campaign recommendations to increase your engagement and conversion rates.
  • As you convert prospects, feed new insights into your prediction model to validate and refine your process.
Streamline your platform’s offerings with investor insights and compliant marketing

Segment investor contacts so your issuers know how to prioritize their outreach efforts. Our marketing templates, designed with compliance in mind, give issuers a strong foundation for the assets they need.

  • Get insights on the size of issuers’ potential investor pools to optimize outreach efforts.
  • Predict what types of messages contacts will respond to, and how to deliver them.
  • Make it easy for issuers to create critical marketing assets with the resources they have.
Featured Media

Greg Brown
Managing Director, NAI DiLeo-Bram & Co.; Registered Representative,

"I have been working with Dan, Gabi, and the team for a couple of years now. They produce some of the best marketing strategies I’ve seen when it comes to alternative online investing and product development. They combine their innovative approaches with a genuine spirit for collaboration, making them great partners. This to me is especially important, not having a background in sophisticated digital marketing. Their product, Serendipity, made it possible for me to fill in data gaps, segment and rank top prospects, and get modeled insights so I could prioritize my sales efforts, saving me time and money."

Joy Schoffler
Chief Strategy Officer, Casoro Capital and Upside Avenue

"The team was an integral component to our launch. Their expertise and experience in FinTech, digital strategy and marketing, and the investment space saved us months of man hours and helped us create a strategy and messaging which was targeted and compliant. It is rare to find exceptional marketers with deep understanding in their fields—however that is what you get with the team.”


Wrench.AI is not your typical fintech startup. It’s the result of merging a marketing agency specializing in equity crowdfunding and a software company committed to delivering simple, correct code. Wrench.AI’s goal is to make it easier for companies to harness the power of their data, automate manual processes, and optimize marketing efforts using machine learning and artificial intelligence.

As more companies seek to figure out how to use advanced technologies to their advantage, Wrench.AI is uniquely positioned to address the tectonic shifts occurring across industries, particularly in commercial real estate and online investing. Curious to learn more? Let’s talk.

Our Founders
Dan Baird, Wrench.AI CEO
Dan Baird
My LinkedIn Bio
Brett Ragozzine
My LinkedIn Bio
Our Advisors
Gabi Barragan, Wrench.AI CMO
Gabriela Barragan
Marketing & Content Advisor
My LinkedIn Bio
Garett Robertson
Partner - North America, Empyrean Advisors
My LinkedIn Bio
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