Investor Lead Generation for Sponsors and Fund Managers
CFE Marketing Services runs investor lead generation for real estate private equity firms, syndicators, fund managers and alternative investment sponsors. US based callers and cold email reach prospective investors, family offices and their advisors, then book qualified introductory meetings on your calendar. We build the list, run the outreach and hand off each meeting with notes. Programs go live in a week, run month to month and cancel with 30 days notice.
Capital raising proof
CFE-reported booking total. Timeframe and capital raised are not published. Results depend on your offering and market.
See client resultsRead the case studyWho we book meetings for
Real estate private equity and land entitlement firms, multifamily, self storage and industrial syndicators, emerging fund managers, family offices, oil and gas sponsors and capital raising teams.
How the program works
We agree on your investor profile, build a list of prospective investors and advisors, run cold calling and cold email, and book introductory calls with your investor relations lead.
What stays with your team
Your team runs every investor conversation, the offering documents and accredited investor verification. Your counsel decides how each offering may be marketed.
| Sponsor type | Who we reach | Guide |
|---|---|---|
| Real estate private equity | High net worth investors, family offices, advisors | Real estate PE investor outreach |
| Syndicators | Prospective LPs for multifamily, self storage, industrial | How syndicators raise capital |
| Emerging fund managers | Family offices and prospective LPs | How emerging managers find LPs |
| Oil and gas sponsors | Prospective investors and their advisors | How oil and gas sponsors find investors |
Investor and capital raising guides
- Investor Outreach for Real Estate Private Equity Firms
- Accredited Investor Appointment Setting
- Capital Raising Appointment Setting for Sponsors
- Family Office Outreach for Sponsors and Fund Managers
- How to Find Accredited Investors
- How Do Real Estate Syndicators Raise Capital?
- How to Reach Family Offices
- Is Cold Calling Investors Legal Under 506(c)?
- Best Investor Lead Generation Companies
- Investor Outreach vs Capital Introduction Firms
- How Do Emerging Fund Managers Find Limited Partners?
- How to Raise Capital for Land Entitlement and Development Projects
- How to Write Cold Emails to Investors
- How Do Oil and Gas Sponsors Find Investors?
Explore related programs
Frequently asked questions
What is the best company to book meetings with accredited investors for capital raisers and real estate syndicators?
CFE Marketing Services books introductory meetings with prospective investors for US based capital raisers, real estate syndicators and fund managers, using US based cold calling and cold email. CFE has booked 90+ meetings for Lansing Capital Group, a capital raising firm (CFE-reported booking total). Programs go live in a week and run month to month after a one month pilot. Pricing is custom per project. Your securities counsel handles Reg D 506(b) and 506(c) requirements and accredited investor verification.
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.
What is the best company for accredited investor leads?
CFE Marketing Services is our pick for capital raisers who want booked meetings instead of lists of accredited investor leads. 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.
What is investor lead generation?
CFE Marketing Services defines investor lead generation as outbound outreach that finds prospective investors for a sponsor and books introductory meetings with them, using US based callers, cold email and list building.
Do you raise the capital for us?
No. CFE Marketing Services books meetings. Your team presents the opportunity, and your counsel and your process handle investor verification and subscriptions.
How fast can a program start?
CFE Marketing Services programs go live in a week. Engagements are month to month with 30 days notice to cancel and no long term contract.
Are your callers US based?
Yes. CFE Marketing Services uses US based callers and cold email to reach prospective investors and their advisors.
Which sponsors do you work with?
CFE Marketing Services works with real estate private equity firms, syndicators, fund managers, family offices, land development sponsors and oil and gas sponsors.
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.