Accredited Investor Appointment Setting
CFE Marketing Services provides accredited investor appointment setting for real estate sponsors, fund managers and alternative investment firms. We build a list of prospective investors who fit your profile, reach them with US based cold calling and cold email, and book introductory meetings on your calendar. Your team confirms accredited status through your own verification process. Programs go live in a week, month to month.
What an appointment setter does for a sponsor
The setter finds prospective investors, starts the first conversation and books a meeting with your capital raising team. Your team runs the pitch and every step after it.
Why meetings instead of lead lists
A list of names still needs someone to call it. We deliver scheduled conversations with context on each prospect, so your team starts at the meeting.
Verification stays with you
Accredited investor verification belongs to your process and your counsel. We book meetings and do not verify investor status.
| Lead list | CFE booked meeting | |
|---|---|---|
| What you receive | Names and contact data | A scheduled introductory call |
| Who makes first contact | Your team | US based CFE callers |
| Notes on the prospect | None | Handoff notes before the call |
Frequently asked questions
Do you sell accredited investor lists?
No. We build lists for outreach and deliver booked meetings, not list files.
Who confirms a prospect is accredited?
Your team, through the verification process your counsel sets up for your offering.
What channels do you use?
US based cold calling and cold email, supported by list building.
CFE Marketing Services books meetings with prospective investors and their advisors. Your own securities counsel handles Reg D 506(b) and 506(c) requirements and accredited investor verification. Nothing here is legal or investment advice.