Here's what Mike Beer Investments should do to generate more qualified meetings every month.
Lead generation
Start by targeting organizations that closely resemble your best current investors—pension funds, family offices, private wealth managers, and insurance asset allocators who already show interest in Canadian multifamily assets.
Here is why
Focusing on your top-tier investor lookalikes leads to better engagement: these prospects share priorities and capital deployment strategies with your best customers, so they're more likely to respond positively. Leadsforge can help you identify and build these lookalike lists easily by surfacing institutions with similar investment mandates. Simply input characteristics of your favorite investors into Leadsforge, and let the platform build your next prospect list.
Unlock hidden potential by connecting with followers of your key competitors or peer investment platforms. Many of your best prospects already follow these companies to track market updates, insights, and opportunities.
Here is why
People who follow similar firms are often actively searching for alternative partners or ideas—meaning they're warm to being approached.
Share your competitor’s LinkedIn company page link in Leadsforge and it will uncover and organize the most relevant followers for you, ready for outreach.
Refine your targeting to home in on investor types, roles, and geography that fit your business and deal structure: focus on portfolio managers, CIOs, asset allocators at pension funds, family offices, private wealth, and endowment teams—especially those already investing in or considering Canadian multifamily opportunities. Prioritize Ontario and the Toronto corridor, but don’t neglect US cross-border institutional investors open to Canadian real estate.
Here is why
This focused approach means you waste less effort and maximize responses from the precise professionals most able to invest, co-invest, or open doors. Leadsforge allows you to hone your targeting even further—by industry, geography, and role—ensuring the data you export fits your Ideal Customer Profile.
Targeting
Segment your list by entity type (pension funds/family office/private wealth), geography (Ontario, BC, Alberta, or US-based with Canadian exposure), and even engagement level (whether they’ve downloaded your market report or attended a webinar).
Here is why
Segmentation helps tailor your messaging: a family office principal in Toronto needs a different approach than a US fund-of-funds head considering Canadian assets. Within Leadsforge, you can specify exactly these criteria for sharper, context-driven prospecting.
Dive deeper by focusing on investor sub-segments with tailored offers:
1) Pension funds prioritizing long-term, stable yield
2) Family offices seeking direct co-investment and sponsor alignment
3) Wealth managers and multi-family offices who want passive exposure with track record validation
Here is why
Each group has unique needs; verticalizing your messaging draws stronger interest and credibility. Leadsforge gives you the flexibility to pull precisely these verticals for personalized outreach.
Leverage action-based triggers such as a prospect downloading your market report, registering for your podcast, or milestones like asset acquisitions, planning approvals, and new deal announcements in your target markets.
Use peer/competitor news like new fundraising rounds as a timely reason to reach out ('While X raises, here’s an alternative.')
Here is why
Trigger-based campaigns are timely and relevant—they let you respond to real buyer behavior and market signals, which increases reply and conversion rates. Use Salesforge to automate this sequence once prospects hit these key points.
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
Salesforge is invaluable when you want to automate multi-touch, highly-personalized sequences across multiple mailboxes as you grow your investor relations or business development team.
Here is why
It lets you orchestrate smarter, tiered outreach—matching cadence and creative to the investor’s role, geography, and engagement history. This is a scalable way to run founder-led outreach and nurture cold leads into warm relationships over time.
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 your shortcut to clean, up-to-date investor lists across pension funds, family offices, and allocators—whether you have a CRM already or not. Use it to:
1) Discover high-fidelity lookalikes to your top investors
2) Find competitor followers and build segment-specific outreach
3) Maintain clean, validated lists to stay compliant and avoid bounce/spam issues
Here is why
With Leadsforge, you spend less time researching and more time talking to interested, qualified prospects.
For your email infrastructure, combine Primeforge (for key founder/investor relations mailboxes using Google or Microsoft) and Mailforge (for broader, shared-IP outreach). This tiered approach preserves email deliverability and ensures your most important emails land in the inbox.
Here is why
Primeforge is great for high-impact mailboxes and relationship-building with Tier-1 prospects; Mailforge gives you affordable, reliable sending for wider campaigns. Warm up every mailbox before launch and always use new domains for sending. No need for Infraforge at this stage unless you scale to very large volume later.
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