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Offering site
A complete deal site built around your offering: structure, narrative, financials presentation, and access controls that match your exemption. Gated for 506(b). Verification-ready for 506(c).
Capital campaign consultancy · Commercial real estate
We run investor-facing capital campaigns for real estate sponsors raising $5M and up, with every AI tool working quietly underneath. You decide by email or phone, the way you always have. Finished work comes back. Nothing to learn, nothing to log into, no software on your desk.
How it works
Above the line is what you touch: email, phone, and finished work. Below the line is everything we operate on your behalf, including all of the AI. The software lives on our side permanently. If you or your team ever have to learn a tool, we have failed at the job.
Deliverables
A complete deal site built around your offering: structure, narrative, financials presentation, and access controls that match your exemption. Gated for 506(b). Verification-ready for 506(c).
A verified prospect list and a full outreach sequence, written in your voice and operated end to end. You see results and replies, not sending software.
The story of the deal, written to institutional standard and backed by comparable transaction research. The document your best investor conversation already sounds like.
Ongoing LP communication and quarterly reporting, produced on schedule. Your investors hear from you consistently because the production burden is ours.
A California sponsor is raising eight figures of LP equity for an entertainment retail redevelopment. We delivered the complete offering site, the deal narrative, and the comparable transaction research that anchors the underwriting story.
The sponsor's team touched none of the machinery. Materials arrived finished, went through securities counsel, and launched.
Client identity and deal details withheld under confidentiality. References available in qualified conversations with permission.
The compliance spine
Most marketing vendors treat securities law as someone else's problem. We treat it as the frame the whole engagement hangs on. These positions are non-negotiable, in your favor.
We take no success fees, no revenue share, and no percentage of capital raised. That keeps the engagement clear of broker-dealer registration and finder issues under Exchange Act Section 15(a), and it means our advice is never bent by a commission.
A 506(b) raise does not get an ungated public deal page. A 506(c) raise gets third party accreditation verification wired in before launch. The exemption you chose determines what we build, not the other way around.
Written approval from your securities counsel on every investor-facing asset is a standing term of the engagement, not a favor we do when asked.
An unsupervised Q&A bot on an offering page is a 10b-5 exposure machine. We constrain AI to the operator's side of the line: drafting, research, and production, with humans and counsel between it and any investor.
You own your deal content, your contact lists, and your brand outright. We own the platform, sequences, prompts, and code that produce the work. Nobody's assets are hostage to the relationship.
Engagement terms
A one-time build fee covers the offering site, narrative, research, and campaign architecture for your raise.
Ongoing operation of the campaign and investor relations. Scope is set by your raise, not by feature tiers.
Hourly exists only as a bridge for work outside the engagement. It is never the destination.
There is no $500 tier and there never will be one. A serious raise deserves an operator, not a subscription. And because we take nothing on the transaction, the retainer is the entire economic relationship.
Fit
What sponsors say
"I forwarded one email and the offering site showed up finished. My team never opened a tool."
Managing Principal, retail sponsor Placeholder · replace before launch
"Our counsel called it the cleanest investor-facing package a vendor has ever handed them."
Founder, multifamily investment firm Placeholder · replace before launch
"Quarterly reporting used to eat a week of my time. Now I review a draft and hit send."
Partner, value-add fund Placeholder · replace before launch
Contact
Tell us about the deal and the target raise. Your first conversation is with a principal, not a sales team, and no one will ever hand you a login.
No forms and no calendar links. Write, or ask for a call and a principal phones you back.