Accredited Investor Acquisition System™ - Real Results
Oil & Gas Fund - Case Study
From Inconsistent Referrals to Predictable Booked Investor Calls
This Oil & Gas fund didn’t come to us looking for marketing — they came looking for consistency.
Before working with AI Capital Sourcing, capital was raised in bursts. Referrals would hit, a few investors would commit, and then activity would stall. Purchased lead lists added volume, but most conversations went nowhere. The team spent time on calls that didn’t move capital forward, and there was no reliable way to forecast fundraising momentum.
We didn’t rebuild their story or push investors through a long educational funnel. The goal was simpler: generate accredited investor demand and convert that demand into booked, qualified calls.
We implemented our Accredited Investor Acquisition System™ with a tight focus on:
• Paid media designed for investor intent (not curiosity clicks)
• Short qualification paths that filtered for accreditation and readiness
• A call-first structure that moved serious investors directly into conversations
Over the campaign, the fund spent $32,805 on advertising. That produced 934 accredited investor leads, averaging $35.12 per lead, and 216 booked discovery calls. Importantly, roughly 78% of those calls actually showed, which reduced wasted sales time and improved pipeline efficiency.
From those conversations, 32 investors committed a total of $2.71M, and 20 ultimately funded, resulting in $1.575M in deployed capital. The final cost of capital on funded dollars landed at 2.08%, a meaningful improvement over their prior referral- and list-based efforts.
What changed wasn’t the asset or the offer — it was the front end of the pipeline. Investors showed up to calls prepared, conversations were shorter and more focused, and capital decisions happened faster.
This case wasn’t about scaling a funnel.
It was about building a repeatable way to book the right investor conversations — and letting capital follow.
Results Snapshot
• $32,805 in total ad spend
• 934 accredited investor leads generated
• $35.12 average cost per lead
• 216 discovery calls booked with a ~78% show rate
• 32 committed investors totaling $2.71M
• 20 funded investors totaling $1.575M
• 2.08% cost of capital (funded)
About Us
Precision. Performance. Partnership.
At AI Capital Sourcing, we empower capital-raising firms with a proven system to connect funds to accredited investors—using data-driven outreach, automated engagement, and transparent results every step of the way.
Trusted by funds and investment firms raising $600M+ nationwide
Full-service solutions covering investor identification, compliance, outreach, and conversion
Industry-leading ROI with an average 20:1 return on ad spend
Dedicated support and transparent reporting for a collaborative experience
Serving private equity, venture capital, and fund managers across the U.S.
Process
How Do We Work?
Here’s a quick look at how we bring your space to life
1: Discovery & Consultation
We start with a one-on-one conversation to understand your style, needs, and goals for the space. This helps us align on vision and budget before moving forward.
2: Design & Planning
Next, we create a custom design plan — complete with mood boards, color palettes, layouts, and material selections — so you can visualize every detail before implementation.
3: Execution & Styling
Once the design is approved, we bring it all to life. From coordinating with contractors to adding the final decorative touches, we handle it all to ensure a stunning result.