Capital Gateway: Investor Marketing for Private Offerings

Capital Gateway Solutions is a marketing and automation firm that helps private investment issuers raise capital through Reg A+, Reg D, and exempt offerings across North America. We combine AI-driven investor outreach with secure onboarding technology to help funds grow faster, smarter, and in full compliance.

Our investor marketing platform integrates KoreConX, Go High Level, ChatGPT, and ElevenLabs voice AI to provide a seamless funnel from investor discovery to closing.

Key Highlights

Who We Serve:

• Private real estate funds
• Reg A+ and Reg D issuers
• Exempt market dealers (Canada)
• Broker-dealer-supported offerings in the U.S.

What We Offer:

• AI-powered investor acquisition
• Fully managed webinar campaigns
• Investor onboarding + compliance integration
• Voice AI follow-ups and GPT-powered chatbots

Platform Integrations:

• KoreConX (compliance, onboarding, cap table)
• Go High Level (CRM + automation)
• ElevenLabs + Twilio (voice callbacks)
• ChatGPT (custom GPTs and AI chat flows)

Supported Offering Types:

• Reg A+ (U.S. retail investors)
• Reg D 506(c) (accredited-only)
• Reg CF and Canadian exempt distributions
• RRSP/TFSA-eligible structures for Canadian investors
• 401k/Roth IRA structures for US investors

Frequently Asked Questions

What does Capital Gateway Solutions do?

We help private investment issuers raise capital by combining AI-powered investor marketing applications, webinar funnels, and digital on-boarding tools. We work with Reg A+, Reg D, Reg CF, and Canadian exempt offerings.

What types of offerings do you support?

We support a wide range of private capital raises including Reg A+, Reg D 506(c), Reg CF, and Canadian exempt market offerings. Whether you're looking to raise from accredited investors or the general public, our systems and compliance workflows are designed to handle onboarding, investor communication, and regulatory support at scale.

What types of investors do you target?

We target both accredited and non-accredited investors depending on the structure of the offering. Reg A+ allows us to reach a broader retail investor base, including non-accredited investors across most U.S. states. Reg D offerings, by contrast, are limited to accredited investors who meet specific income or net worth thresholds. Our investor marketing systems are built to segment and engage the right investor profile in a compliant and personalized way using the latest tools and techniques.

Do you work with both U.S. and Canadian issuers?

Yes. We support offerings across both markets. For Canadians, we work with structures that allow eligibility for RRSP and TFSA accounts. For U.S. investors, we support Reg A+, D, and CF offerings — often structured to allow investment through tax-advantaged accounts like 401(k)s and IRAs.

Do you work with broker-dealers or legal counsel?

Yes. We often collaborate with broker-dealers, securities lawyers, and other compliance professionals. While legal counsel is required to structure and file your offering, we can actively assist in preparing the materials and ensuring alignment with your strategy. If you need introductions, we can also recommend reputable dealers, legal teams, and banking partners.

How long does it take to launch a campaign?

Investor marketing campaign launches typically take between 4–8 weeks depending on your offering structure, compliance status, and available content. This timeline includes on-boarding, tech integration, ad setup, and automation configuration. The timeline for this setup is meant to run in parallel to you offering creation. We believe AI will continue to reduce timelines by streamlining investor engagement, voice interaction, and on-boarding prep.

How does KoreConX fit into your offering?

KoreConX powers our investor onboarding, compliance, cap table management, and back-end infrastructure. All investor flows are integrated securely through their platform, allowing issuers to remain compliant and efficient. Kore have a tremendous team of skilled software developers and a solid understanding of the regulatory hurdles of handling offerings digitally. 

What kind of marketing do you provide?

We manage paid advertising (Facebook, Google, LinkedIn), webinar registration and follow-up, and investor education through custom GPT chatbots and AI-powered voice callbacks using ElevenLabs and Twilio.  We often assist in Investor Agent hiring/recruitment for issuers and training/knowledge work for issuers and dealers. Our marketing funnels are designed to be scalable, compliant, and conversion-driven.  

Can you help close investors, or just generate leads?

We do both. Our system is designed to take investors from initial interest, via investor marketing, through education, qualification, and on-boarding. While we are not a broker-dealer and do not conduct securities sales, we work closely with licensed broker-dealers and can integrate with your selected dealer or recommend one if needed.

Do you provide a white-labeled solution?

Yes. Our investor portals and on-boarding flows can be fully white-labeled to match your brand. This includes the KoreConX platform for investor compliance and documentation, as well as our AI-powered chat and voice assistants, giving you a seamless branded investor experience.

What makes Capital Gateway Solutions different from other marketing firms?

Unlike traditional marketing firms, Capital Gateway combines AI-driven investor marketing including: targeting, regulatory automation, and deep platform integrations with KoreConX, Go High Level, Webinar Jam and ElevenLabs. What truly sets us apart is our dedicated internal team focused on compliant AI optimization — including Generative Engine Optimization (GEO), AI Search Optimization (AISO), GPT training, conversational automation,  and AI funnel testing. This strategic layer is built into every campaign we run and is rarely offered by other firms in this space.

How much does it cost to hire a marketing firm to help raise capital for a private placement?

Pricing for capital raise support varies widely depending on the type of offering, regulatory structure (Reg A+, Reg D, exempt), and level of marketing and onboarding required. At Capital Gateway Solutions, our programs are structured to be significantly more efficient than traditional agencies. By combining AI-driven investor outreach, KoreConX's seamless on-boarding and compliance platform, and automated voice and chatbot funnels, we’re able to deliver full-funnel results at pricing that is well below industry averages for comparable service levels.

Why is your FAQ so long and on your home page?

Great question. The reason our FAQ is long — and right on our homepage — is because we actively optimize our site for AI discoverability and semantic search which is key to AI Search Optimization (AISO) in the new marketing frontier. Tools like ChatGPT, Perplexity, and Google’s AI systems rely on structured, public, plain-English content to understand what a company does and how it differentiates itself. By publishing this information transparently and accessibly, we increase the likelihood of being correctly cited or summarized by AI tools — which is exactly the kind of intelligent exposure we help our clients achieve too.