Syndicators
For syndicators ready to build trust-driven investor systems that convert - without crossing compliance lines or burning bandwidth.

You Need Capital. You Can’t Afford to Get the Outreach Wrong.
For syndicators raising from accredited investors.
Real estate and fund syndicators raising $5M–$100M+ from accredited investors who need Reg D-compliant outreach that builds trust before asking for capital - no general solicitation violations, no unverified lists, and no campaigns that create the kind of paper trail that ends raises.
“CGA gave me back 10 hours per week to spend with my girls, instead of chasing money — priceless.”
— Luis Y., Next-Gen Principal
🎯 The Problem
SEC rules around general solicitation, Reg D, and investor communications mean most outbound strategies are a minefield. You know you need more investors. You know the capital is out there.
You’ve seen the options. SponsorCloud sells investor portal software - useful for managing existing LPs, but it doesn’t find new ones. Lightmark Media runs paid ads for accredited investor leads - you get clicks, but no trust-building, no compliance documentation, and no audit trail. Every outreach channel feels like it’s one misstep from creating a problem that doesn’t just kill a raise - it kills a career.
So you lean on your existing investor network. Which works until it doesn’t. When the raise slows down, you don’t have a system to accelerate it - you have a phone and a list of people who’ve already said yes or no.
🛠 How We Solve It
Compliant investor outreach built around Reg D requirements from the start. Verified accredited investor contacts - not scraped lists, not purchased databases, not ad clicks. Campaigns designed to build trust before asking for capital. Systems that produce the documentation to prove every step was clean if anyone ever asks.
Your pipeline fills. Your raises close faster. And your compliance is clean enough that your securities attorney stops worrying.
“We had leads in the pipeline before the week was over.”
— Bethany W., VP of Growth, LegalTech
⚖️ Enforcement Context
SEC scrutiny of Reg D and general solicitation rules continues to intensify. In the last 70 days, 13 SEC admin proceedings were filed against investment firms. Syndicators using unverified lists or non-compliant outreach are increasingly exposed.
We track 71,000+ enforcement actions across 28 regulators. If your raise is creating regulatory exposure, the diagnostic identifies it before the SEC does.
If you’re raising $5M+ and your investor pipeline isn’t where it needs to be, the diagnostic tells you exactly where the gaps are - and how to close them compliantly.
👉 Request a Growth Diagnostic for Your Syndication
Specific findings. Honest assessment. No pitch.
Don't take our word for it.
Three steps to less complexity - on your side.

1 - Diagnose
We take an honest look at your growth. Where opportunities are, where they're leaking, and what's blocking qualified conversations.

2 - Build
We design & develop a growth system around your firm, your market, and your compliance environment. Not a template. Not a campaign.

3 - Run
We operate it daily. Qualified conversations show up on your calendar (with sourcing & attribution). Your people stay focused on clients.


