How to Find Accredited Investors
CFE Marketing Services helps sponsors find accredited investors by building targeted lists and booking introductory meetings through US based cold calling and cold email. Most sponsors combine that outbound work with their existing network, investor referrals, events and relationships with advisors. The key is a clear investor profile and consistent outreach. Your counsel decides which methods fit your offering and handles verification.
Start with a clear investor profile
Define the check size, asset class interest, geography and investor type you want. Every channel works better when the profile is specific.
Channels sponsors use
Existing investors and referrals, industry events, advisors who serve high net worth clients, and outbound outreach to prospective investors and family offices.
Let counsel set the rules
Whether an offering relies on 506(b) or 506(c) affects how you may reach new investors. Confirm the approach with your securities counsel first.
| Channel | Effort | Best for |
|---|---|---|
| Existing network and referrals | Principal time | First raises |
| Events and conferences | Travel and time | Relationship building |
| Advisors and wealth managers | Relationship building | Access to client capital |
| Outbound appointment setting | Outsourced to CFE | Steady new conversations |
Frequently asked questions
Can I buy a list of accredited investors?
Lists exist, but a list alone does not start conversations. CFE Marketing Services builds lists and books meetings instead.
Who verifies accredited status?
The sponsor, through the verification process its counsel sets up.
Is outbound outreach allowed for my offering?
Ask your securities counsel. The answer depends on your offering and exemption.
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.