Lead Routing and Speed to Lead for Investor Inquiries
Routing rules, response standards and automation for sponsors who lose good prospects in shared inboxes.
Read →Services · Opportunity Zone fund managers
Investor acquisition for Opportunity Zone funds
The Dec 31, 2026 deadline and the Jan 1, 2027 permanent program create a once-in-a-decade education moment. We help you own it.
The problem
What makes raising hard for opportunity zones
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Investors confused by changing OZ rules.
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Gain-timing makes inquiries time-sensitive.
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Long hold periods require deep trust.
Our approach
What we build and run for you
01
Education on the 2026 deadline and 2027 rules
02
Targeting investors with recent or expected capital gains
03
Speed-to-lead routing for time-sensitive prospects
04
CPA and advisor co-marketing
Who we help you reach
Your target LP segments
Every campaign is built around specific accredited investor segments, each with its own message and education path.
Read the persona guide →Compliance
Built around your counsel
OZ benefits depend on each investor's tax situation. We describe program rules accurately, cite sources, and direct investors to their tax advisors.
We never take fees tied to capital raised. Flat monthly engagement; ad spend at cost.
Free resources for opportunity zones
Start with these
Opportunity Zone Funds: What Investors Need to Know for 2026 and 2027
How qualified opportunity funds work, what the One Big Beautiful Bill Act changed, and QOF market data through 2025.
Read →
506(b) vs 506(c): Marketing Rules for Real Estate Sponsors
General solicitation, verification after the SEC's March 2025 staff letter, and compliance-aware marketing that still fills the pipeline.
Read →Talk through your next raise
Twenty minutes to see if a fractional investor acquisition team fits.