The one-hour rule
Speed to lead, the 2025 506(c) letter, and what an LP lead really costs.
Read →Investors Growth Hack newsletter · Sample issue #2
Q4 is everyone's season
Year-end campaign timing, the finder trap, and why most of your future LPs aren't ready yet.
Playbook
Build in Q3, convert in Q4
Tax-year planning concentrates investor decisions late in the year, especially for oil and gas programs. Sponsors who start education campaigns in November compete with everyone at once. Build the audience earlier with webinars and lead magnets, pre-verify engaged 506(c) prospects in October, and publish a clear funding deadline.
Read: the Q4 playbook for oil and gas sponsors →Compliance corner
The finder trap
In January 2025 the SEC settled several cases with finders who solicited investors and received transaction-based compensation, which the staff has long called a hallmark of broker-dealer activity. A 2020 proposal for a limited finder exemption has not been adopted. If anyone is paid a percentage for bringing you investors, talk to counsel first.
Read: should you buy accredited investor lead lists? →Benchmark
95% aren't ready (yet)
Edelman and LinkedIn's 2024 study found 95% of potential B2B buyers are out of market at any given time. Your LP pipeline works the same way: most prospects will invest later, not now. Nurture and a newsletter are how you are still there when they're ready.
Read: build an investor newsletter as a sponsor →Tool of the week
Raise Timeline Planner
Date every milestone backward from your target close, with a calendar download.
Open the planner →Get the next issue
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Sources
This article is for educational purposes only and does not constitute legal, tax, securities or investment advice, or an offer to sell or a solicitation of an offer to buy any security. Consult qualified securities counsel about your specific offering.
