Canadian Capital Funding - The Investment Placement Office
What we do
At CPI Group we structure, prepare and promote Canadian real estate investments to the public in Canada and the Netherlands for our corporate clients. As a corporation, you can choose to form your own in-house marketing & sales team with all required systems and expertise. In this case, we can offer you our first guarantee: You will find out the hard way that it is an entirely separate business which requires highly specialized knowledge in many fields. We could write a book about all the stories of hard lessons learned and countless resources lost from the companies we consult with. Even if you do succeed, then what do you do with this new business department once you have obtained your project funding?
Recently a few local companies chose this route. Inevitably during the learning curve, their focus changed from real estate to fund-raising. Some of them have disappeared completely; others are in litigations.
We suggest you leave the capital funding up to us. CPI is the Canadian Investment Placement Office for exempt-market-securities, better known as private real estate investments through Limited Partnerships, Offering Memorandum, Debentures, Bonds, Joint Ventures, Land Syndications, etc.
We provide our proven expertise for the structuring of your project capital requirements; to the design of the marketing campaign; to the trained sales team that communicates with your prospects; to the closing and the funding of your project.
We can provide:
- Complete investment issue management & investor relations
- Design and writing of your marketing brochures and all marketing materials
- Preparing a strategic 'lead-generator' marketing campaign
- Our own CSI certified professional sales agents during the marketing & sales of the investment
- The main point of contact for all investor communications during the term of the investment.
In brief, we provide expert oursourcing of your whole capital funding project until the funding is completed. It is our core business, so you can concentrate on your core business, without any further commitment from you until you call us for your next project. In that case, we can offer you our second guarantee: If CPI is involved from the start, we can guarantee our work, so you can meet your development deadlines and goals.
How do we do it? Optimal lead generation and timely conversion is the key to your/our funding success. CPI executes this lead-to-client conversion with military precision.
We use the same tested strategies, state-of-the-art software, training and applications that are used by fortune 500 companies world-wide.
We start with a proven marketing strategy. Lead generation is optimized and your leads are seamlessly integrated into our custom-built automated Client Relationship Management (CRM) system. Our Canadian Securities Institute certified account managers* become your dedicated sales agents. Through a predetermined and scripted series of clear communications, follow ups and the building of an effective relationship with your prospects we carefully and quickly select, then convert them into immediate investors or future prospects.
State of the art technology
We use the same custom designed CRM system as most fortune 500 companies.
Our telephone software turns our account managers into a seamless and integral part of your company. All calls with investors and prospects are digitally recorded and can be provided to you to eliminate any risk of misinterpretation.
*All CPI account managers are either in possession of a current Canadian Securities Course or Exempt-Market-Securities diploma issued by the Canadian Securities Institute, or are in the process of obtaining it. For over 35 years CSI has been Canada's leading provider of professional credentials and compliance solutions for the financial services industry, helping more than 700,000 financial professionals reach their career goals. For more information on the Canadian Securities Institute go to www.csi.ca
