AI Agent for Investor Introductions and Capital Raising
Automate and Scale Investor Introductions with Our AI Capital Raising Agent
Raising capital means more than sending emails. Investors expect tailored messaging, thoughtful follow-up, and timely meeting access. FG Capital Advisors' AI Agent brings enterprise-grade automation to investor introductions—while maintaining the human IR layer serious raises demand.
Built for private placements under Reg D, our AI Agent integrates target mapping, compliant outreach, dynamic sequencing, and live investor handoffs. You get more meetings, less noise—and a raise process scaled beyond manual effort. We operate across North America, U.K., and U.A.E. for real estate, private credit, and fund sponsors.
Investor Intelligence & Mapping
AI-enhanced database pulls from active allocator lists, disclosed positions, and prior mandate activity—matching your deal to live appetite.
AI-Powered Multi-Channel Outreach
Sequenced emails, LinkedIn, and direct investor messaging tailored to your raise. Smart cadences adapt based on investor responses.
Live Handoff & Calendar Integration
As investors engage, AI transitions to live IR reps for qualified meeting booking—synced directly to your preferred calendar system.
On-Brand Content + Compliance
Messaging AI trained on your deck, terms, and disclosures ensures all outbound stays compliant and on-message at every stage.
CRM & Reporting Integration
Investor engagement data flows directly into your CRM or FG-provided reporting dashboards for seamless oversight and audit-readiness.
Institutional Coverage + Advisory
Backed by FG’s senior capital markets team. AI Agent is monitored daily and IR advisory provided for high-intent investor conversations.
Our team includes former real estate capital markets leads, private credit placement agents, and fund formation attorneys. We understand institutional processes and how AI should support—not replace—relationship-driven capital raising. Every engagement is supervised by senior professionals.
AI Agent Starter
$50,000 / 3 Months
Up to 500 investor targets, compliant AI messaging, calendar handoff, CRM sync, and weekly IR oversight. Ideal for first-time institutional raisers.
AI Agent Plus
$100,000 / 3 Months
Up to 1,500 targets, senior IR rep, custom content creation, call scheduling, investor Q&A and tailored investor lists by vertical.
AI Agent Enterprise
$150,000 / 3 Months + 2% Success Fee
Unlimited targets, dedicated team, direct LP introductions, bespoke IR strategies, and integration into FG’s capital markets pipeline.
FAQ
Who operates the AI Agent?
The AI Agent is fully monitored and run by FG Capital Advisors’ capital markets team. Investors are transitioned to live IR specialists at the first sign of meaningful interest.
Can this replace my placement agent?
No. AI Agent is a scalable intro and outreach tool. Placement and regulatory activities remain issuer-driven or handled through licensed partners.
What is the typical timeline?
Engagements are 3-month blocks. Most clients see investor meetings booked within 2–4 weeks after onboarding.
FG Capital Advisors provides capital enablement and investor relations solutions only. We do not provide broker-dealer services and do not accept investor funds directly. All capital introductions are preliminary and non-binding. Success fees apply only to capital raised through FG-originated introductions. Past results do not guarantee future performance.
