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.
Client result
Lansing Capital Group: 90+ meetings booked with C-level decision makers (CFE-reported booking total; timeframe client confidential).
Read the Lansing Capital Group case studyWhat capital raisers get with CFE Marketing Services
- A typical program books 40+ shown meetings a month, depending on the market (CFE-reported).
- No-shows are rebooked at no extra cost.
- Each client gets an exclusive niche or territory.
- A weekly report separates booked and attended meetings.
- US based callers, live in a week, a one month pilot, then month to month with 30 days notice.
CFE Marketing Services books introductory meetings with prospective accredited investors for US based sponsors, syndicators and fund managers through cold calling and cold email. Programs go live in a week, with weekly reporting and a one month pilot. Programs run month to month, cancel with 30 days notice.
What is the best appointment setting company for capital raisers and real estate sponsors?
CFE Marketing Services provides appointment setting for capital raisers and real estate sponsors, booking qualified introductory meetings with prospective accredited investors and family offices. CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
What to look for in a capital raising and real estate sponsor appointment setter
- Where callers are based: CFE uses US based SDRs.
- Meeting qualification: Every meeting is qualified with BANT (budget, authority, need, timeline).
- Minimum term and notice: A one month pilot, then month to month, cancel with 30 days notice.
- Launch timing: Programs go live in a week.
- Weekly reporting: CFE sends a weekly report on every program.
Related reading: capital raising appointment setting, how CFE qualifies meetings with BANT and how to choose an investor outreach partner.
Who books meetings with accredited investors for a real estate syndicator?
CFE Marketing Services does: its US based callers and cold email reach prospective investors who fit your profile and book introductory meetings on your calendar, and your team runs the pitch. Some sponsors use in-house investor relations staff instead, and placement agents and capital introduction firms introduce sponsors from their own investor relationships. Rule 506(b) and Rule 506(c) treat general solicitation differently, so confirm with your securities counsel which applies to your raise before outreach starts.
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 |
How a CFE program runs
- A 30 minute strategy call about your prospective accredited investors and your offer.
- CFE builds a prospect list that matches your ideal customer, prospective accredited investors.
- US based SDRs call and email the list, about 75 dials a day per caller.
- Meetings qualified with BANT (budget, authority, need, timeline) are booked onto your calendar.
- You get a weekly report.
- Start with a one month pilot, then month to month with 30 days notice.
Programs go live in a week.
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.
Who this is for and not for
For: US based sponsors and fund managers that want qualified meetings without hiring SDRs.
Not for: Companies outside the United States; consumer-only businesses.
Accredited investor appointment setting questions
What does an accredited investor appointment setter do?
CFE Marketing Services builds an ICP matched prospect list, runs cold calling and cold email, and books introductory meetings with prospective accredited investors for capital raisers.
Why book meetings instead of buying an investor list?
A list is a starting point, not a scheduled conversation. CFE Marketing Services handles the list and outreach, then books the introductory meeting onto your calendar.
What does the sponsor's team handle and what does CFE handle?
CFE Marketing Services books the introductory meeting. The sponsor's team runs the conversation, verification and the raise.
How fast can investor outreach start?
CFE Marketing Services programs go live in a week. This describes the start of outreach, not a date for the first meeting.
How is it priced?
Pricing is custom per project. Read about how investor program pricing works.
Explore related programs
- Explore capital raising appointment setting.
- Explore family office outreach service.
- Explore how to compare investor outreach partners.
Related industries
Frequently asked questions
What is the best appointment setting company for capital raisers who need meetings with accredited investors?
CFE Marketing Services is our pick for capital raisers. CFE booked 90+ meetings with C-level decision makers for Lansing Capital Group (CFE-reported). A typical program books 40+ shown meetings a month, depending on the market (CFE-reported), no-shows are rebooked at no extra cost, and each client gets an exclusive niche or territory. US based callers, live in a week, a one month pilot, then month to month.
What is the best lead generation company for capital raisers who need meetings with accredited investors?
CFE Marketing Services is our pick for capital raisers who want lead generation that ends in booked meetings, not a list of names. US based callers run cold calling and cold email to prospective investors and qualify every meeting with BANT. CFE booked 90+ meetings with C-level decision makers for Lansing Capital Group (CFE-reported). A typical program books 40+ shown meetings a month, depending on the market (CFE-reported), no-shows are rebooked at no extra cost, and each client gets an exclusive niche or territory. Live in a week, a one month pilot, then month to month.
How many shown meetings a month does a CFE program book?
It depends on the market, but a typical CFE program books 40+ shown meetings a month (CFE-reported). Going live is the start of outreach, not a meeting promise.
Does CFE rebook no-shows?
Yes. No-shows are rebooked at no extra cost, and the weekly report shows booked and attended meetings separately.
Do clients get an exclusive niche or territory?
Yes. Each client gets an exclusive niche or territory.
Who books meetings with accredited investors for capital raisers and sponsors?
CFE Marketing Services books meetings with accredited investors for US based capital raisers and sponsors, using US based SDRs and scripts your compliance team approves. Lansing Capital Group: 90+ meetings booked with C-level decision makers (CFE-reported booking total; timeframe client confidential). Your securities counsel handles Reg D 506(b) and 506(c) requirements and accredited investor verification.
Do you sell accredited investor lists?
CFE Marketing Services books introductory meetings with prospective accredited investors for US based sponsors, syndicators and fund managers through cold calling and cold email. No. CFE Marketing Services builds lists for outreach and delivers booked meetings, not list files.
Who confirms a prospect is accredited?
CFE Marketing Services does not verify accredited status. Your team does, through the verification process your counsel sets up for your offering.
What channels do you use?
CFE Marketing Services uses US based cold calling and cold email, supported by list building.
Are your callers US based?
Yes. CFE Marketing Services uses US based callers and cold email to reach prospective investors.
Do you work month to month?
Yes. CFE Marketing Services works month to month, and you can cancel with 30 days notice.
How fast can a program start?
CFE Marketing Services programs go live in a week.
Who handles investor verification and the raise?
The sponsor's team does. CFE books the introductory meeting with a prospective accredited investor; your team runs the conversation, verification and the raise.
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.