Sultan Income Fund LLC
Business Overview
Sultan Income Fund LLC is a managed investment fund targeting 36–44% annual returns, paid out monthly through a covered-call strategy on large-cap, dividend-paying stocks. It’s led by Larry Steinhouse (“The Stock Options Sultan”), a 15+ year veteran in options trading, with operations headed by fund administrator Gary Eaker. The fund is available to accredited investors, requiring a minimum investment of $100,000, and operates under SEC Reg D guidelines.
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Challenge
The fund aimed to launch quickly and begin accepting investors with minimal delay. They needed a fully functional web presence—including investor sign-up functionality—to support a managed fund strategy, but with a very constrained timeline. The goal: go live within 5 business days.
Results
- Launch Completed in 5 Days: From kickoff to live deployment, the site was built, tested, and launched in just five days—perfectly aligning with the client’s “speed-to-implementation” goal.
- Investor Flow Built for High-Ticket Qualification: A conditional web form was added to ensure high-value investors (accredited, $100K minimum) receive tailored messaging and call-to-action steps.
- Lead Capture Aligned with Compliance: Interested users are quickly qualified through the form, with the appropriate offer paths based on accreditation status.
Campaign Details
Launch Timeline (5 Days)
| Day | Action |
|---|---|
| 1 | Kickoff, design approval, and content mapping |
| 2 | Web design and basic site structure setup |
| 3 | Build investor qualification flow and conditional form |
| 4 | Legal review, testing, and QA |
| 5 | Live launch and monitoring setup |
Conditional Web Form Flow
Form Step 1: Investor Qualification
- Question: Are you an accredited investor? (Yes/No)
- If Yes → Show section: “You qualify for enrollment—please proceed.”
- If No → Show section: “Currently, we cannot offer enrollment to non-accredited investors.”
Form Step 2 (Accredited): Investment Range
- Input: How much are you planning to invest?
- If ≥ $100,000 → “You meet the minimum—continue.”
- If < $100,000 → “Minimum requirement is $100K—contact us for other options.”
Next Steps Based on Outcome
- Accredited & ≥ $100K → Redirect to “Schedule a Call” or “Secure Application” pages.
- Otherwise → Redirect to “Thanks for your interest” with info on next steps or educational material.
Why This Matters
- Speed to Market: The rapid launch meant Investor onboarding could begin immediately, meeting strategic launch goals.
- Better Lead Quality: The conditional form ensures the sales process only proceeds with qualified investor leads.
- Regulatory Compliance: Clear qualification reduces risk in client intake and follows Reg D protocols.
