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Appointment-Setting for Syndicators & Funds
“Scale your capital raise with a proven outbound investor pipeline — without you making cold calls.”
Why This Matters
Raising capital is one of the most challenging parts of syndication. Many sponsors struggle to find qualified, high-net-worth / accredited investor leads. Our Investor Appointments offers you:
A consistent flow of pre-qualified investor appointments
Outsourced prospecting so you don’t have to cold call
Increased efficiency and scale for your capital raises
Compliance with U.S. securities rules (your team handles the closing calls, we generate the pipeline)
If you’re running one or more real estate syndications, private equity SPVs, business acquisition funds, or debt funds — this is a turnkey lead engine designed specifically for your model.
How It Works — Our Process
Target Profile & ICP Setup
You define your Ideal Customer Profile (ICP): accredited investors, net worth, investment preferences, geography, etc. We help you craft qualifying criteria.Lead Sourcing & List Building
We source high-quality databases (investors, business owners, professionals) and enrich data (contact info, background, investment history).Outbound Outreach via Call Center
Our trained agents (with scripts vetted by securities counsel) conduct educational outreach, qualify leads, and set appointments with your U.S. Investor Relations team.Warm Handoff to You / IR Team
Once the lead qualifies, we schedule a call directly on your calendar. Your IR team conducts the deeper deal conversation and closing.
Tracking, Reporting & Optimization
We deliver dashboards and metrics: calls made, connected rate, qualified calls, conversion rate, cost per appointment, etc. We optimize scripts, list segments, and workflows in real time.
Benefits for Syndicators & Funds
Benefit
Why It Matters
Scalable Investor Pipeline
You no longer rely solely on your network; consistent volume of new prospects.
Hands-Free Lead Generation
Eliminate the time and frustration of making cold calls or hiring in-house BD teams.
Higher Qualification Quality
We filter out non-accredited or uncommitted leads — you only speak with serious prospects.
Better Use of Capital Raises Time
You and your closers focus only on conversion, not outreach.
Cost Efficiency
Our call centers offer lower costs for high output.
Compliance Built-In
Scripts and workflows designed to keep you within legal boundaries (your team handles the securities part).
Faster Deal Velocity
More qualified calls = faster capital commitment cycles.
Multi-Fund Support
We can run parallel campaigns for multiple syndications or fund deals under your brand.
Use Cases / Ideal Clients
Real estate syndicators (multi-family, commercial, fix & flip, rehab)
Private equity / business acquisition funds
Debt / bridging / mezzanine lenders
Fund sponsors launching new SPVs or capital raise cycles
Operators who want to expand capital raising without building a sales force.
What Makes Us Unique
Call Center Advantage: cost-effective, scalable, and highly trained in outbound and B2B outreach
Securities-Safe Workflow: our agents never pitch deals or promise returns — only qualify and set appointments
Deep Funnel Expertise: you don’t just get raw leads — you get an optimized system with nurture, script A/B testing, and conversion monitoring
Turnkey Operation: CRM, dialing, call routing, templates, dashboards — we deliver an entire investor pipeline engine
Parallel Capability: manage multiple syndications/funds from one centralized engine
Hands-Off for You: you focus on what you do best: analyzing deals, closing investors, executing operations
FAQ (Key Questions)
Q: Do your agents sell or pitch securities?
A: No. Our agents only educate, qualify, and schedule calls. All deal-level conversations and closings are conducted by your licensed team.
Q: How do you ensure legal compliance?
A: We use scripts reviewed by securities counsel. We collect no funds, and we never make promises on returns. Accredited verification and documentation happen on your end.
Q: What kind of investor do you target?
A: Accredited investors, experienced in private placements or real estate syndications, with sufficient capital to invest (you define minimums).
Q: How long before I see qualified calls?
A: Typically within 2–4 weeks. The first batch establishes baseline performance, then we optimize further.
Q: Can you manage multiple syndication campaigns at once?
A: Yes, we spin up dedicated agent teams and separate funnels for each fund, keeping them segmented under your umbrella brand.
Q: What does “qualified call” mean?
A: A call where the prospect meets your ICP (e.g. accredited status, investment interest, capital range) and is willing to speak with your IR team.
Next Steps / Call to Action
Ready to supercharge your capital raise? Here's how to get started:
Book a Strategy Call / Demo – We’ll walk you through our investor pipeline system and how it fits your syndications.
Define Your ICP & Deal Parameters – Minimum investment, geography, asset types, deal-ready capital.
Pilot Campaign – We launch a short-run test with 2–4 agents, refine scripts, and deliver qualifying meetings.
Scale – Expand agents, parallel funds, and drive your capital raise with real pipeline momentum.Write your text here...
