Investor Outreach

    Family Office Investor Outreach, Booked LP Calls, Not Cold Lists

    We run AI-personalized outreach from our family office and HNW LP CRM. You get qualified LP calls booked into your calendar, not a CSV of names.

    TL;DR

    Most 'investor lists' are scraped LinkedIn data. Our LP CRM is segmented by check size, asset class preference, geography, and call history. We run AI-personalized LinkedIn + email + SMS sequences and book qualified LP calls directly into your calendar.

    Book a strategy call See pricingFlagship plan: $1,960/mo, 3-month minimum
    • verified LP contacts in our own database
    • AI-personalized outreach (not templates)
    • Booked LP calls in your calendar
    • Segmented by check size + asset class

    The problem

    The two failure modes: (1) buying a list and blasting it, your domain gets blacklisted in 72 hours and you've burned the prospects, or (2) hiring a $4K/mo BDR who quits in month 3. Neither produces booked LP calls. Most sponsors give up on outbound after 90 days and end up dependent on warm intros that never come.

    What we do

    We operate the outreach engine for you: our CRM holds the segmented LP universe, our AI generates per-prospect personalization (recent investments, fund news, mutual connections), our sequences run across LinkedIn DMs + email + SMS, and our SDRs qualify and book the calls. You take the call.

    What's included

    • Access to verified family office & HNW LP CRM
    • AI-personalized outreach (LinkedIn, email, SMS)
    • Multi-channel sequences (5–9 touches over 3 weeks)
    • Booked LP calls in your calendar
    • Pre-call briefing on each LP (check size, prior investments, focus)
    • Follow-up sequences after every call
    • Pipeline reporting (LPs contacted → replied → booked → closed)
    • Domain warmup + deliverability monitoring

    How it works

    1. 1

      Onboarding (Week 1)

      We capture your deal, target LP profile (check size, asset class, geography), pitch deck, and PPM.

    2. 2

      Audience build (Week 1)

      We pull a target list of 500–2,000 LPs from our CRM matching your profile.

    3. 3

      Outreach launch (Week 2)

      AI-personalized sequences live across LinkedIn, email, SMS. Domain warmup running.

    4. 4

      Booked calls (Week 3+)

      Qualified LPs book directly into your calendar. SDR pre-qualifies on a 5-min screening call.

    5. 5

      Optimize (ongoing)

      Weekly pipeline review. Sequences A/B tested. Audience expanded based on response data.

    Best fit for

    • Sponsors with a closeable deal and PPM ready
    • Fund managers raising $5M–$50M for a Reg D fund
    • Real estate operators with a track record
    • M&A sponsors raising acquisition equity

    Not a fit if

    • Pre-PPM sponsors (we'll get you the PPM first)
    • Sponsors raising under $250K (math doesn't work)
    • Anything that requires soliciting non-accredited retail
    Real result

    $8.4M raised across 19 LP commitments in 14 weeks

    Multifamily sponsor, 1,247 LPs contacted, 87 replied, 41 took meetings, 19 funded. Avg check $442K.

    Frequently asked questions

    Built over 6 years from family office events, public 13F filings, accredited investor verifications, podcast appearances, and our existing client base. Every contact has been touched at least once and segmented by their actual check size and focus, not scraped LinkedIn.
    We guarantee outreach volume (1,000+ touches in the first 30 days) and quality (every message AI-personalized to the prospect). Booked-call volume depends on your deal quality and PPM, typical range is 6–20 LP calls per month for a Flagship client.
    No, we're not paid transaction-based compensation. Our fees are flat monthly retainers regardless of whether your raise closes, which is the bright-line test the SEC uses to distinguish advisory from broker-dealer activity. We're explicitly not in the chain of title for any investor commitment.
    Yes. We'll run sequences against your existing CRM in parallel with ours. Many sponsors come in with a 200–500 LP list and want it activated alongside our outreach.
    They go into a nurture sequence, quarterly market updates, deal teasers, podcast appearances. Most LPs commit on the 3rd–5th deal you bring, not the first. The CRM tracks every interaction so we know exactly when to re-engage.
    Flagship is a 3-month minimum, then month-to-month. We've built the model around the reality that LP outreach takes 8–12 weeks to produce closed commitments, anyone selling 30-day raise programs is selling fiction.

    Related services & guides

    Reg D 506(c) Capital Raising Pitch Deck Service PPM Drafting Service Capital Raising Guide Investors by Location Pricing

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