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, self-declared accreditation capture, and scheduling — with consent capture and an audit trail built for a 506(c) raise.
- TCPA prior-express-written-consent on every lead
- Declared non-accredited prospects are never booked
- 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. Creative and targeting are written for accredited investors from the start.
- 02
Capture
Leads land on a conversion-built intake page with explicit TCPA consent and accreditation self-attestation. What the prospect declares is recorded verbatim, timestamped, and carried through the 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). A prospect who declares they are not accredited is recorded as such and is not booked.
- 04
Hand off
Self-declared accreditation, the LITAA score, the consent record, and the call transcript go to you. Rule 506(c) verification, and the evidence behind it, stays with you as the issuer, before capital closes.
- 05
Book
Qualified, consented 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, capture, 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: captured, not claimed
We ask on the call and record exactly what the prospect declares, timestamped and versioned. Anyone who declares they are not accredited is not booked. We never tell you a prospect is verified, because we do not verify. The Rule 506(c) reasonable-steps verification and its evidence file stay with you, the issuer.
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.
BookedLP captures self-declared accreditation status on the screening call. A prospect who declares they are not accredited is not booked, and the declaration is recorded. We act on what the prospect tells us, but we do not verify it and we do not collect verification evidence. Under Rule 506(c) the reasonable steps to verify, and the evidence behind them, stay with you as the issuer, before you accept capital.
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
- Self-declared accreditation captured on every call
- 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
$4,900/mo · up to 40 booked appointments
One campaign channel. Get the pipeline live and measured.
- One campaign channel
- Up to 40 booked appointments / mo
- Standard weekly reporting
- Consent capture + audit log
Additional appointments prorated at $122.50 each
+ ad spend billed directly to your own ad accounts — we never mark up media.
Scale
Most common$9,800/mo · up to 100 booked appointments
Multi-channel volume with a live creative testing program.
- Multi-channel campaigns
- Up to 100 booked appointments / mo
- A/B creative program
- Priority support
Additional appointments prorated at $98 each
+ ad spend billed directly to your own ad accounts — we never mark up media.
Enterprise
Custom/mo · scoped per fund
Multiple funds and share classes, run by a dedicated team.
- Multiple funds / share classes
- Custom integrations
- Dedicated ops partner
- Custom qualification scripts
Overage terms scoped per fund
+ ad spend billed directly to your own ad accounts — we never mark up media.
Book a Demo
Retainers are billed monthly and cover the appointment allowance shown. Appointments beyond that allowance are billed prorated at the tier's per-appointment rate. Ad spend is billed directly to your own ad accounts, and we never mark up media. No success fees, no per-meeting fees, no compensation contingent on capital raised.
FAQ