Slow follow-up kills conversions
Investor leads go cold in hours. Most funds call back in days — and by then the prospect has moved on.
For 506(c) Fund Managers
Booked meetings with accredited investors. On your calendar. On autopilot.
BookedLP runs your investor acquisition end to end — ads, instant AI qualification calls, accreditation gating, and scheduling — with consent capture and an audit trail built for a 506(c) raise.
- TCPA prior-express-written-consent on every lead
- Accreditation-gated pipeline
- Tamper-evident audit log
- Human approval on every campaign
The gap
Raising under 506(c) means you can advertise. It does not mean the pipeline runs itself.
Unqualified pipeline wastes GP time
Calendars fill with the curious, not the accredited. Partner hours are the scarcest resource in a raise.
Compliance risk is asymmetric
One bad outbound practice can taint an entire raise. The upside is a meeting; the downside is your offering.
How it works
From ad click to booked LP meeting — in minutes, not weeks.
Five stages, one pipeline. Every stage writes to the same audit log.
- 01
Attract
We launch and manage your campaigns across Meta, Google, LinkedIn, and YouTube. Every ad and landing page passes a compliance copy check before it ships, and you approve every campaign before it spends a dollar.
- 02
Capture
Leads land on a conversion-built intake page with explicit TCPA consent and accreditation self-attestation. Non-accredited leads are diverted before they ever enter the calling pipeline.
- 03
Call in seconds
An AI voice agent — always disclosed as AI — calls the moment a qualified lead submits, and vets on five dimensions: Liquidity, Interest, Timing, Accreditation, Alignment (LITAA scoring).
- 04
Verify
Accreditation verification is routed through third-party verifiers. Nothing books without passing the gate you configure.
- 05
Book
Qualified, consented, verified prospects land directly on your calendar with a full call summary and LITAA score in your CRM.
Compliance by construction
Built for 506(c) from the first line of code.
Consent, gating, and audit are pipeline stages — not policies in a PDF.
Consent, provably captured
Prior express written consent with versioned consent language, timestamps, and source metadata on every single lead. Revocation honored instantly across channels.
Tamper-evident audit trail
Every consent, call, score, and booking is written to a hash-chained audit log. If a regulator or your counsel asks, the answer is an export, not an archaeology project.
Accreditation-gated by default
Self-attestation at capture, third-party verification before commitment. Non-accredited traffic never reaches your pipeline.
Humans stay in the loop
Every campaign, every creative, and every spend change requires your explicit approval. Calling windows respect lead-local hours with hard attempt caps.
BookedLP is a marketing and scheduling service. We never solicit investments, handle investor funds, or take a percentage of anything you raise.
Every AI-assisted call identifies itself as AI at the start of the call. Calling windows respect lead-local hours with hard attempt caps.
What you get
The whole engine, operated.
- Managed ad campaigns with spend caps you set
- Conversion-optimized landing pages
- Instant AI qualification calls (disclosed, consented)
- LITAA scoring on every lead
- Accreditation verification routing
- Direct calendar booking
- CRM sync with full call records
- Weekly performance reporting against cost-per-booked-meeting
Case Study — coming soon
We publish results only when they're real and verifiable. Our first case study will land here with measured cost-per-booked-meeting data. No borrowed logos, no invented numbers.
Pricing
Flat monthly retainer. Zero success fees. By design.
We charge a flat retainer — never per-meeting fees, never a percentage of capital raised. Transaction-based compensation would put your raise at regulatory risk, so we structured it out of our business model entirely.
Launch
$X,XXX/mo · placeholder
One campaign channel. Get the pipeline live and measured.
- One campaign channel
- Up to N qualified calls / mo
- Standard weekly reporting
- Consent capture + audit log
+ ad spend billed directly to your own ad accounts — we never mark up media.
Scale
Most common$XX,XXX/mo · placeholder
Multi-channel volume with a live creative testing program.
- Multi-channel campaigns
- Higher qualified call volume
- A/B creative program
- Priority support
+ ad spend billed directly to your own ad accounts — we never mark up media.
Enterprise
Custom/mo · placeholder
Multiple funds and share classes, run by a dedicated team.
- Multiple funds / share classes
- Custom integrations
- Dedicated ops partner
- Custom verification workflows
+ ad spend billed directly to your own ad accounts — we never mark up media.
Book a Demo
Amounts shown are configurable placeholders. Ad spend is billed directly to your own ad accounts — we never mark up media. No success fees, no per-meeting fees, no compensation contingent on capital raised.
FAQ