• By-Invitation-Only Arranged Meeting Network Offering Approved Members

  • No-Fee Opt-In Business Development & Investor Meeting Opportunities

  • Business Development as a Service (BDaaS) On-Demand Access

  • Relationship Capital Management

  • Powered by Visionary Executive Assistant

  • World's First Curated Referral Exchange

About Visionary

What is Visionary?

Visionary is a trust network of Approved Members opted in to share their objectives and access recommended opportunities, and qualified arranged meetings. Private and institutional investors use Visionary, as do executives, experts and next generation talent at quickly emerging and established corporations internationally.

Members earn benefits for network participation, and through our Referral Exchange for those that accept our approved invitation to opt-in. Benefits can be redeemed, or transferred to another Member.

Members are offered on-demand access to a guaranteed quota (10 - 20+) of Qualified Arranged Meetings via Visionary's Business Development as a Service (BDaaS) with day-to-day team support. Members may also use Visionary's Relationship Capital Management: compile your fragmented connections with metadata into our CRM solution, and install our powered by Visionary Meeting Arranger book your meetings, follow through and track everything.

How do I join and participate?

To join Visionary, take the Access Survey and schedule a Welcoming Meeting. While all are welcome to apply, prospective Members that were nominated by Visionary and who were referred by an existing Members receive priority review.

During a Welcoming Meeting, Visionary will detail its opt-in benefits for Approved Members and arranged meeting process, while taking note of an applicant's background, current pursuits, and overall credentials. Caliber of business offering, related network demand, and the applicant's propensity to take meetings, and refer other exceptional individuals into Visionary, are considered with care during Visionary's review process.

Who uses Visionary?

Visionary provides access to the highest level of business decision makers for those with best-in-class opportunities. Visionary's value proposition is always customized to each Member's focus and objectives. Investors use Visionary to access other investors with shared interests via Visionary's syndication and complimentary investor events, and well as relevant investment opportunities and best-in-class service providers. Founders and executives at SMB and multi-national corporations use Visionary to access clients, strategic partners, as well a technologies, services providers, and talent. Experts and next generation talent use Visionary to access consulting and employment opportunities.

What is Visionary's Mission?

Visionary recognizes that trust is at a premium in our Access Economy and believes that resource and information distribution is a root cause and solution on pressing issues. Visionary unabashedly aims to provide the largest and leading source for mutually sought relationship access and honing of relationship capital. Visionary is driven by network demand and indication of what opportunities should receive featured visibility to build further capacity.

Members Benefits

What are Member benefits?

Officially Approved Members receive quarterly review sessions to customize preferences in Visionary based on current objectives, and receive Visionary’s expert advice on how best to use Visionary to achieve defined goals.

Network opt-in benefits, listed below, grow with active participation in the Network. Actions in the Visionary Network are tracked/credited for reward. Response to meeting opportunities is required, including declining a meeting opportunity - clarity of process is key in Visionary’s arranged meeting network. Participation in arranged meetings, transactions, and referrals of others that are approved as Members are also accounted for.

  •  Notifications of relevant meeting opportunities
  •  Initial Access to relationships sought
  •  Complementary and discount access to leading events, products, and services
  •  Business Development as a Service (BDaaS) on-demand Supported Access to relationships sought
  •  Relationship Capital Management honing of existing relationships and internal Meeting Arranger

Business Development as a Service (BDaas)

Visionary’s BDaaS is designed to add a team of 4+ (Engagement Manager, Expert Advisory Partner, Meeting Arranger, Researcher) to your team to deliver more channel strategy, more Qualified Arranged Meetings, more guaranteed results, with less time required, compared to an equivalent business development hire. For 6 month engagements Visionary not only guarantees a pipeline of 10-20 Qualified Arranged Meetings supported to success, but further an ROI objective. If the ROI objective is achieved Visionary is patient to simply continue to grow in a continued engagement. If more time is needed to support the pipeline, Visionary credits an additional 6 months of support. No fear of downside - we are committed to our role, and seeking Members that can close on the significant pipelines generated from the Visionary Network.

Relationship Capital Management

An entrepreneur, investor, and executive’s value is increasingly dependent on their network of relationships. However, in an age of too much to do and not enough time, relationship capital is 1) poorly maintained with many relationships not being data-based, 2) relationship data not sorted by strategic identifiers, and 3) not being leveraged to get one’s network working for them.

Visionary compiles all contacts (address book, linkedin, business cards etc.) adds meta data and delivers a spreadsheet or CRM solution. Visionary offers the ability to bring value and monetize one's relationships via our Referral Exchange, and enables systematic interaction with one evolving relationships via our powered by Visionary Meeting Arrangers - an enhanced executives assistant at a fraction of the cost.

A la Carte

Visionary offers Approved Members a la carte expert advisory, services and tools to optimally access the Visionary Network. Whether a consulting assignment, pitch deck/video, financial model, or boardroom/webinar presentation Visionary proactively prescribes tools to our Members, and for those that need support in order to secure an Approved Membership.

Featured Opportunity Distribution

Visionary is a network of networks reaching 1,000,000+ ‘top 1%’ of influence/affluence. Meeting Opportunities are programmatically distributed through direct marketing (email/social media message/phone call), with permission granted. Visionary offers multifold ROI that outperforms traditional sponsorship/media spend: impression/click through/lead generation, and with our business development as a service (BDaaS), qualified arranged meetings as an engagement manager qualifies leads/manages pipelines in tandem with the sales team.

How does the Referral Exchange work?

While typical referrals have to be bilateral - you refer me to who I am seeking and I will refer you to who you are seeking - Visionary is quickly emerging to be the world’s leading Referral Exchange & Referral Bank - you refer ANY high caliber individuals into Visionary, and receive QUALIFIED ARRANGED MEETING access with who you are seeking OR credits that can be redeemed for Visionary’s services, donated, or cashed out. Our goal is to continue to grow Visionary to critical mass. Trusted referrals into our network and network value creation is our goal.

Success Stories

HealthCare IT

Client in the HealthCare IT space engaged with us for investment lead generation. As the result of meetings and Board Room presentations we facilitated they were able to secure one investment to date along with a referral that has lead to strong traction on a second investment.

Elite athletes

Client, who is a powerful community of elite athletes coming together to nurture personal success, was able to secure an investment and the hiring of a new chairman though their engagement with us.

Healthcare IT

Startup Client in the Healthcare IT space engaged us for lead introductions and event access. They attended an event where we made a targeted lead introduction allowing them to secure one of the limited presentation spots at a leading Technology Capital Forum.

Food Tech space

Startup Client in the Food Tech space attended an event where they were introduced to a match who will become their CEO once funding is secured. We also arranged a small boardroom of investors for the client to make their first formal pitch to with the goal being unbiased pitch feedback. The exercise was a success and provided the feedback the client needed to revise their pitch deck and to refocus their capital raising activities.

BioTech start-up

BioTech start-up client connected with a lead introduction we made who they then hired as their CFO.

Energy Investment Platform

Client who provides an Energy Investment Platform, hired of significant Solar Industry Expert as a partial result of our Lead Introductions.

Full-service accounting

Strategic partner who is a full-service accounting, tax, and consulting firm was able to secure a significant client engagement as the result of our strategic partnership and lead introductions.

Non-profit client

Non-profit client whose mission is to bring mindfulness to schools and organizations was able to secure multiple new donors as the result of their engagement with us.

Healthcare IT

Client in the HealthCare IT space engaged with us for investment lead generation. They were able to secure one investment to date along with a referral that has lead to strong traction on a second investment as the result of meetings and Board Room presentations we facilitated

Energy Investment Platform

Client who provides an Energy Investment Platform, hired a significant Solar Industry Expert as a partial result of our Lead Introductions.

Powered By Visionary Events

Benefits for Approved Members opted into Visionary's by-invitation-only arranged meeting network include complimentary and discounted access to powered by Visionary conferences and exclusive events. Please request more information via Upon specific event access request, the Visionary Team will be in touch to redeem benefits.

Past Events

Consumer Electronics Show - Welcoming Reception & Arranged Meetings

Las Vegas
January 9th to 12th, 2018

Blockchain Investor Luncheon w. Spotlighted Members

Seehof Hotel, Davos
January 25th, 11 a.m. to 3 p.m.

BLD Holdings Private Investor Gathering - Powered by Visionary

Mid-town NYC Venue (available upon request)
January 25th 5 p.m. to 7 p.m.

Investor Luncheon w. Featured Members & Welcoming Reception

Redwood City, CA
February 13th 12 p.m. to 3 p.m.

d10e Silicon Valley - Preferred Access & Arranged Meetings

Redwood City, CA
February 15th -18th

ICFO Capital Pitch - Preferred Access & Arranged Meetings

Newport Beach, CA
February 27th 2 p.m. to 8 p.m.

Money20/20 - Preferred Access & Arranged Meetings

March 13th-15th, 2018

Celsius Network Private Party - Complimentary Access & Arranged Meetings

Mill Valley, CA
March 14th, 2018

Tokenfest - Preferred Access & Private Reception

San Francisco, CA
March 15th-16th, 2018

Super Smash Bros. Esports @ Thunder Studios w. Mango/Cloud 9 - Complimentary Access & VIP Arranged Meetings

Long Beach, CA
March 18th, 2018

CannaGather, NY's Largest Cannabis Industry Community - Preferred Access & Arranged Meetings

New York, NY
March 20th, 2018

Token2049 - Comp/Preferred Access & Arranged Meetings

Hong Kong
March 20th-21st, 2018

Current Events

CryptoWorld Wall Street and The Internet Of Money - Powered By Visionary

New York, NY
March 22nd, 2018

Upcoming Events

Las Vegas Investor Roundtable - Preferred Access

Las Vegas, NV
March 29th, 2018

BLD Holdings Family Office Gathering - Complimentary Access & Arranged Meetings

New York, NY
April 12th, 2018

AVGL’s National Collegiate Esports Championships at Thunder Studios - Arranged Meetings & Private Reception

Long Beach, CA
April 14th - 15th, 2018

Salesforce World Tour NYC - Arranged Meetings & Private Reception

Javits Center, NYC
April 26th, 2018

Apttus Accelerate - Preferred Access & Private Reception

San Francisco, CA
May 14th-16th, 2018

Boomer Venture Summit - powered by Visionary

Santa Clara, CA
June 20th, 2018

World Alternative Investment Summit - Preferred Access & Arranged Meetings

Toronto, ON
September 13th - 14th


Current Open Positions:

Engagement Manager

Position Description

The Visionary Engagement Manager is a 40+ hour/week consulting role for an entrepreneurial individual with significant sales, account management, business development, and/or finance-investor relations experience/aptitude. This is an exciting opportunity for a motivated individual who has a role-up-your-sleeves attitude and for those with, or seeking, experience in a startup environment. The successful candidate(s) will interact daily with top tier entrepreneurs, investors, executives and VIPs in the Visionary Network, and new invitees regarding Visionary Members seeking their connection. The opportunity to attend and represent Visionary and industry conferences is offered to those demonstrating exceptional performance. Engagement Managers are compensated with a share of client retainers and commissions, as well as the opportunity for equity ownership based on longer term performance. The position involves the following:

  • Manage a support team to use Visionary’s proprietary system to generate qualified lead

  • Ensure the timely and successful delivery of Visionary’s solutions according to customer needs and objectives

  • Prepare weekly Progress Reports and Review Sessions on account status

  • Develop Business Relationships by following company strategies in conjunction with sales and marketing to continue to grow their sales pipeline.

  • Develop a trusted advisor relationship with key accounts

  • Negotiate contracts and close agreements to maximize profit

Position Qualifications:
  • Demonstrable ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level

  • Solid experience with CRM software and MS Office

  • Experience in delivering client-focused solutions based on customer needs

  • Proven ability to manage multiple projects at a time while paying strict attention to detail

  • Excellent listening, negotiation and presentation skills

  • Excellent verbal and written communications skills

  • Ability to work within tight deadlines - time management skills and dependability

  • Ability to work independently, as part of a virtual company, and with regional in-office teams

  • Excitement about Visionary and passion to go the extra mile on mission critical assignments


Compensation: Project based stipends as share of client retainers and performance fees, plus equity ownership based on outstanding performance.

Consulting Position: The Engagement Manager position is a consulting position, not an employment. A future employment program with benefits is planned


Please send resume along with cover letter to

Sales Associate

Position Description

Visionary Access, Inc. is seeking a Sales Associate with sales aptitude and experience managing a sales pipeline. The Sales Associate will evaluate Access Survey responses ( regarding business relationships sought, host prospect Welcoming/Review Session, extend approved Membership invitations, and sell Visionary’s menu of network access services, all using Visionary’s proprietary methodology.

The Sales Associate position at Visionary is a daily, in NYC office consulting role for an entrepreneurial individual with significant sales experience/aptitude, compensated with a draw on generous sales commissions, as well as equity ownership based on performance.

The Sales Associate will: 1) evaluate Access Survey responses and take notes in the company’s CRM, 2) follow up on Access Survey submissions and contact leading entrepreneurs, executives, and investors by phone/email with an invitation into the Visionary Network, 3) coordinate all steps in the sales process – build sales materials, draft proposals, manage a sales CRM pipeline etc. The Sales Director will manage a team of Sales Associates and will be responsible for the overall performance of the sales department to achieve sales targets.

The Sales Associate will use Visionary’s sales/CRM methodology and every day be required to process at least 50 telephone calls, follow up emails, and call/meeting notes via Visionary’s CRM. This is an outbound telemarketing sales role using a CRM.

Position Qualifications:
  • Bachelor's Degree from accredited institution is required.
  • Outgoing personality with the ability and willingness to make cold calls, speak with people at all professional levels, including senior level executives
  • Proficient in the use of the internet for research and alternative forms of sourcing
  • Excellent written and verbal communication skills
  • Ability to work within tight deadlines and high organizational skills required
  • Demonstrated ability to work in a team atmosphere but also independently
  • Desire to learn about the business and to work in a fast-paced entrepreneurial environment


% of client retainers and capital success fees (FINRA Licenses required for capital success fees). Stock option potential after mutual familiarization period

Contact: Please send resume along with a detailed cover letter to Please note that resumes without detailed cover letters will not be considered.

Intern Associate

Position Description

The Visionary Internship is a part-time or day-to-day remote program with regular opportunities to meet in person in New York City, for an individual seeking experience in a start-up environment and to build their network of business relationships. Interns will use a pre-configured CRM do profile/company research, analytical matching with current clients, and email/social media reach outs to top tier entrepreneurs, investors, executives and VIPs in the Visionary Network and new invitees regarding Visionary Members seeking their connection. The opportunity to attend and represent Visionary and industry networking events is offered to those demonstrating exceptional performance. Training will be offered, including the advanced use of a CRM program and business market research skills. Interns will work under the leadership of senior team members with a daily remote touch base. This is an exciting opportunity for a motivated individual who wants to learn about investment banking, venture/private equity investing, entrepreneurship, business development/consulting, and database analytics. Once an intern has mastered the core position they are eligible to move into the advanced role, length of time in role depends solely on level of motivation of the candidate.

Advanced Intern Position: A range of advanced roles are available depending on the individual’s interests (ie. financial analyst, business analyst, communications, marketing, IT/Tech, HR, accounting, etc) and you will report to your project manager. You will be responsible for supporting senior management in managing the company’s daily operations and providing business analysis, as-needed. This is a great opportunity to explore the consulting space from a financial transactions / investors’ perspective, as you gain hands-on experience by working directly with the company’s senior staff members. In this role, you will create business analysis, conduct market scan to identify appropriate engagement targets, manage data collection processes, oversee client outreach, and articulate findings in research reports for the management team. Successful candidates may have the opportunity to attend industry conferences and represent the company in official capacity.

Interns will work under the leadership of senior team members on special projects. This is an exciting opportunity for a motivated individual looking to gain a range of business experiences.

Position Qualifications:
  • Proficient in the use of the internet for research
  • Ability to work within deadlines
  • Organizational skills and dependability
  • Ability to work independently, and as part of a virtual company/in person events team
  • Excitement about Visionary and passion to go the extra mile on mission critical assignments


Experience building internships with honorariums for outstanding performance.

Core Value:

  • Training

  • Initial Coaching

  • New Business Connections

  • Flexible Schedule

  • Leadership Opportunities

  • Letter of Recommendation

Discretionary Value: (available to those demonstrating exceptional performance)

  • Event access to an industry conference

  • Ability to participate on special projects

  • Honorarium


Please send resume and conver letter to