Capital Raising Appointment Setting for Sponsors
CFE Marketing Services provides capital raising appointment setting for sponsors, syndicators and fund managers who need more investor conversations. US based callers and cold email reach prospective investors, family offices and advisors, then book introductory meetings with your capital raising lead. We handle the list, the outreach and the scheduling. Your team runs the raise. Programs go live in a week and run month to month.
Where outreach fits in a raise
A raise depends on how many qualified conversations your team can hold. Outbound outreach adds new prospective investors beyond your existing network and referrals.
How we work with your IR team
We agree on the investor profile, messaging your counsel approves and your calendar rules. Every booked meeting arrives with notes on the prospect.
What we do not do
We do not give investment advice, present offerings or handle subscriptions. We book meetings with prospective investors and their advisors.
| Channel | Who runs it | What it produces |
|---|---|---|
| Existing network | Principals | Warm introductions |
| Events and conferences | Principals and IR | In person conversations |
| Outbound appointment setting | CFE Marketing Services | Booked introductory meetings |
Frequently asked questions
Does CFE raise capital for sponsors?
No. CFE Marketing Services books meetings with prospective investors. Your team presents and raises.
Can you work a specific raise or fund?
Yes. We build the list and outreach around the investor profile for that raise, within what your counsel approves.
How is pricing set?
Pricing is scoped on a call based on your investor profile and meeting goals.
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.