Syndicators

Raise Smarter. Scale Faster. Stay Compliant.

You’ve raised capital before. Maybe even millions.
But now you’re facing what every growth-focused syndicator eventually hits:

• Referrals aren’t enough.

• LP conversations stall.

• Funnels feel duct-taped together.

• And keeping up with regulations feels like a second full-time job.

You know you need a repeatable system.
Not just a CRM. Not just another email tool.
A compliant growth engine that delivers qualified, trust-rich conversations - at scale.

That’s where we come in.

What We Build for Syndicators Like You:

Whether you're syndicating real estate, private credit, or niche alts - we help you deploy a system that feels like a second you:

✔️ Compliant messaging that converts.
✔️ Psychographic targeting based on DISC/OCEAN profiles.
✔️ Automated follow-up across Email, LinkedIn, SMS and others.
✔️ CRM + compliance workflows in GHL or Salesforce.
✔️ KPI dashboards and audit logs that make you review-ready.

All tailored to your stage, your strategy, and your schedule.

Start With a Growth Audit ($1,500)

A 48-hour diagnostic of your current funnel, risks, and untapped assets - with a roadmap built for real capital raising.

• 50+ psychographic LP leads.

• FINRA-safe outreach templates.

• CRM audit + outbound readiness score.

• Compliant funnel roadmap & system brief.

Then, Test With a Sprint ($3,500)

One funnel. One channel. 250+ leads. 7-day turnaround.
We launch a minimum-viable system that gets responses - so you can see results before committing further.

Go Deeper With Fractional Growth Support ($7.5K–$15K/mo)

You get embedded strategy + execution:
Copy, enrichment, systems, analytics, optimization - and a real partner in your raise.

Includes:

• Slack access & async support.

• Campaign oversight + training.

• Weekly pulse reports & refinement.

• 90-day minimum, 30-day money-back performance guarantee.

Or Build Your Growth Engine ($20K–$80K+)

For serious capital raisers ready to automate credibility and scale trust across every touchpoint.

• Persona clusters, enriched and mapped.

• Compliant AI copy assistant + prompt libraries.

• Full CRM & campaign architecture (GHL/Salesforce).

• Audit logs, KPI dashboards, SOPs, training.

• Built in 3–6 months. Refined for scale.

💬 From CGE

"We’ve worked with fundraisers who were exhausted from chasing cold intros.
Great deals, broken systems.

Our job is to give you back time, traction, and trust - by building pipelines that deliver serious conversations, without compliance anxiety."

🎯 This Is for You If:

✔️ You’ve raised before, but need predictability.
✔️ Your funnel feels manual or misaligned.
✔️ You’re tired of pitch decks collecting dust.
✔️ You want systems that scale you - not just noise.

“We got more qualified LP conversations in 3 weeks than in the previous 3 months. And not one compliance flag.”
— Mirella R., Managing Partner, Alt Fund

📩 Book Your Growth Audit

Let’s sort the signal from the noise.
You’ll walk away with clarity, compliant assets, and a map to scale capital introductions without burning time or trust.