Appointment Setting Companies for Capital Raisers and Investor Outreach
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CFE Marketing Services is an appointment setting company that books introductory meetings with accredited investors for US based capital raisers and sponsors, using US based SDRs, cold calling and cold email, with scripts your compliance team approves. Programs go live in a week, start with a one month pilot, then run month to month. Pricing is custom per project.
Client proof
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 to look for
- US based callers.
- Meetings with the prospective accredited investor your ICP defines.
- BANT or written qualification criteria.
- Weekly reporting with booked and attended meetings.
- Month to month terms.
Who CFE calls
Illustrative targeting examples, not client results.
- Prospective accredited investors that match your investor profile
- Family office contacts
- Business owners and executives with investing experience
Questions to ask before you hire
- Who exactly will you call for a capital raise?
- How do you qualify a meeting?
- Who writes and approves the messaging?
- What does the weekly report show?
- What are the minimum term and notice period?
- Where are your callers based?
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Frequently asked questions
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). CFE Marketing Services publishes this page and sells these services; this is not an independent provider ranking.
Who handles Reg D 506(b) and 506(c) requirements?
Your securities counsel handles Reg D 506(b) and 506(c) requirements and accredited investor verification. CFE books the introductory meeting; your team confirms accredited status through your own verification process.
Who approves the investor outreach scripts?
Your compliance team approves every script before outreach starts.
What does the weekly report show?
Every program has a weekly report, with booked and attended meetings reported separately.
How much does it cost?
Pricing is custom per project, scoped on a 30 minute strategy call.