Here's what Andrew LeBaron (andrewlebaron.com) should do to generate more qualified meetings every month.
Lead generation
When you start outbound, your highest-value results will always come from pursuing prospects who are most similar to your best clients: family office principals, RIA partners, and high-net-worth investors with proven interest in off-market, institutional real estate.
Here is why: These are audiences who already understand your approach and the value of exclusive deal flow. Instead of spreading efforts too broadly, you can focus on those most receptive to your expertise—yielding higher-quality conversations and more meaningful conversions.
To get started, use Leadsforge to build lists of new prospects that match your top clients’ profiles. Upload a sample of your best investor or allocator contacts, and Leadsforge will identify and find similar profiles for outreach. This ensures you spend your time on introductions that are most likely to turn into productive relationships.
A powerful way to uncover new opportunities is to reach investors who already follow your top competitors or similar capital advisory brands. These followers are often engaged and looking for what you offer.
Here is why: By focusing on competitor followers, you target people already interested in the space and likely to respond well to exclusive opportunities.
Just share the LinkedIn company page links of your competitors in Leadsforge, and it will surface their engaged followers so you can reach them directly.
You have a very clear ideal client profile (ICP)—family offices managing $100M+, RIA teams with real asset mandates ($200M+ AUM), and high-net-worth individuals ($5M+ liquid), especially those focused on the U.S. markets and tax-sensitive allocations.
Here is why: Accurate ICP targeting means you’re speaking only to the right gatekeepers and investors, increasing your chances of real conversations and deal interest. As you fine-tune your target segments by team size, region, or allocation preference, you can quickly send these preferences to Leadsforge to build the perfect outreach list.
Targeting
Smart segmentation will help you personalize messages and maximize engagement. Start by dividing your prospects by industry (private wealth, advisory, family office), asset class (opportunistic real estate, adaptive reuse), and geography (Sunbelt, gateway cities, or investors with exposure to apartments/hospitality).
Here is why: Tailoring your messaging for each segment—using their market focus or recent portfolio news—makes your emails highly relevant and increases reply rates.
Target specific segments like family offices (multi/single), RIAs, and HNW investors by differentiating benefits. For example:
1) Family offices: offer private deal briefings and highlight your track record and access to exclusive direct deals
2) RIAs/wealth teams: share your allocation model and scenario analysis showing benefit to their clients
3) HNW individuals and tax-sensitive investors: focus on 1031/IRA strategies and personalized deal memos
Here is why: Verticalizing your approach gives every segment a reason to see you as the right partner, not just another generic sender.
Use timely events to boost reply rates and keep conversations warm:
1) Reference your latest newsletter insights on market cycles or distressed apartments
2) Mention competitor deal activity or recent fund closes as proof of opportunity
3) Personalize follow-ups when you spot portfolio allocations, new team hires, or public announcements in your target family office/allocator universe
Here is why: Smart triggers show attention to detail, demonstrate credibility, and open doors to more personalized responses.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Unlimited Linkedin Profiles
ESP Matching for increased delivery
Here’s Why
Once you're ready to scale beyond your initial mailboxes or add more reps to outbound, Salesforge centralizes your outreach campaigns, follow-ups, and mailbox management so you don’t lose track of high-value opportunities.
Here is why: For growing advisory teams, Salesforge simplifies running multiple simultaneous sequences across different audiences, saves you time on manual follow-up, and optimizes your workflow as you add mailboxes or collaborators.
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge is the fastest and easiest way to populate your outbound lists with extremely targeted investor, RIA team, and family office contacts. All you need is a profile (or even just competitor names or sites!) and it will gather and enrich vetted prospects so you can start with a warm, focused list that matches your ICP in minutes.
Here is why: Sourcing niche contacts manually is slow and error-prone. With Leadsforge, you get more qualified, up-to-date contacts with less effort, increasing the quality (not just the quantity) of your outreach.
Start with Primeforge for deliverability using Google/Outlook mailboxes. Pair with Mailforge if you want additional managed mailboxes or team sending flexibility. You only need Infraforge if your volume grows substantially and you want dedicated IPs or higher automation — for your current needs, it's not required.
andrewlebaronfund.com
andrewlebaroncapital.com
lebaronpartners.com
lebaroncapital.com
andrewlebaron.team
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