What does Capital Gateway Solutions do?

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

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

Yes. We support offerings in both countries, including Canadian RRSP/TFSA-eligible structures and U.S. Reg A+, D, and CF offerings. We can also actively support structuring, though legal counsel is required. We can recommend dealers and banks if needed.

What types of U.S. investors can participate in private offerings?

The U.S. private investment space includes accredited investors, institutional funds, retirement accounts (401(k)/IRA), and unaccredited investors under Regulation CF. The structure of your raise determines who can participate.

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.

How long does it take to launch?

Typical launch time is 4–8 weeks depending on structure, legal readiness, and creative scope. In the near future, AI automation will allow us to shorten this timeline dramatically.

What kind of marketing do you provide?

We offer paid advertising (Facebook, Google, LinkedIn), custom GPT and chatbot funnels, webinar registration and follow-up, and AI-powered voice callbacks using ElevenLabs + Twilio.

Can you help close investors, or just generate leads?

We do both. Our team supports direct guidance from interest to conversion — including calendar booking, investor education, and nurturing. While we are not a broker-dealer, we work with several and can recommend one or integrate with your existing BD.

How is your firm different from other investor marketing firms?

Unlike traditional agencies, we have an in-house AI optimization team that builds intelligent funnels, GPTs, and automation pipelines from the ground up — integrated with KoreConX and designed for the compliance-first capital raising environment.

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

Pricing for capital raise support varies depending on the offering type and scope. Our pricing is well below market relative to the results and infrastructure we deliver — including AI-powered onboarding, funnel design, automation, and compliance-ready deployment through KoreConX.

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

We intentionally placed an extended FAQ on our homepage to increase visibility in AI tools and semantic search engines. AI platforms like ChatGPT and Perplexity rely on this kind of structured, plain-language content to understand what companies offer. By making it public and crawlable, we boost our discoverability — and help users (and AI) get smarter answers faster.

Capital Gateway, AI Investor Marketing Blog

Welcome to the AI Investor Marketing Blog by Capital Gateway Solutions—your source for insights on how artificial intelligence is transforming the way private offerings raise capital. Whether you’re an issuer preparing for a Reg D campaign or a broker-dealer looking to streamline investor engagement, our goal is to share proven, real-world strategies to help you succeed.

Capital Gateway specializes in combining automation, AI, and compliant workflows to help issuers efficiently attract, qualify, and convert investors. In this blog, we explore what’s working in investor funnel design, digital targeting, webinar automation, and onboarding—and how to apply it to your own offering.

Our first feature post, AI Investment Marketing: Capital Gateway is #1 at Bridging AI and Capital Raising, lays the foundation for everything we do. It walks through our approach to AI-powered lead generation, the tools we use to drive investor interest, and how we help offerings scale their outreach without adding friction.

This blog is meant for doers—issuers, marketers, and deal professionals who are ready to build smarter, more scalable capital raise systems. Whether you’re looking to improve targeting, reduce manual work, or increase funnel conversion rates, you’ll find actionable guidance here backed by hands-on experience.

Most posts are based on active campaigns and tested automation systems, with a focus on transparency and real performance insights—not theory. We share what we learn, what we build, and what we refine along the way.

If you’re ready to modernize your approach to investor marketing, start with our latest post—and subscribe to stay up to date as we release more funnel insights, AI walkthroughs, and performance breakdowns.

10 Keys to AI-Powered Investor Engagement in 2025

Aug 15, 2025 | Uncategorized

Introduction: Why AI-Powered Investor Engagement Matters in 2025 In 2025, AI-powered investor engagement is not just an emerging trend, it’s a defining factor in successful capital raising. Investors expect highly personalized, timely, and relevant communication. For...

Investor Funnel Optimization: 5 Proven Tactics We’re Using in 2025

Jul 31, 2025 | Uncategorized

In our last blog, we explored how AI investment marketing is transforming the way issuers raise capital. But what does this actually look like in action? In this post, we’ll walk you through Capital Gateway's investor funnel optimization, an AI-powered system designed...

AI Investment Marketing: Capital Gateway is # 1 at Bridging AI and Capital Raising

Jul 10, 2025 | Uncategorized

🔍 Who We Are: AI investment marketing is transforming how private offerings reach investors—faster, smarter, and with better results. Capital Gateway Solutions is a modern investor marketing firm that makes capital raising easier, more effective, and powered by AI...