How it works
Capital raising that runs like an operating function.
A counsel-first, founder-led process: position, attract, nurture, then qualify and book.
1
Before anything goes live
Position
We align messaging and offers with your counsel first. Your lead magnet educates on your strategy without promoting a specific deal under 506(b).
You get
- Clear positioning
- Counsel-approved investor copy
- An educational lead magnet
2
Weekly
Attract
We reach accredited investors with ads and content about passive real estate and your approach.
You get
- Campaign setup on Meta and LinkedIn
- Creative iterations
- Landing-page optimization
3
Ongoing
Nurture
Email and LinkedIn sequences educate and build trust, so prospects stay warm until they're ready to talk.
You get
- Email education sequence
- LinkedIn follow-up
- Warm, educated prospects
4
Every week
Qualify & book
We screen for fit and book qualified prospects on your calendar, with reporting leadership can review in minutes.
You get
- Screened, booked intro calls
- Lead and stage reporting
- A weekly scorecard
Reporting
One scorecard. Five minutes a week.
Leadership sees exactly where the pipeline stands: how many leads came in, how many qualified, and how many calls are on the calendar.
Weekly LP scorecard Template
| Metric | Stage | This week |
|---|---|---|
| New leads | Attract | — |
| Engaged with nurture | Educate | — |
| Qualified prospects | Qualify | — |
| Intro calls booked | Booked | — |
| Cost per booked call | Efficiency | — |
Founding clients
Founder-led, on simple terms.
Month to monthNo long-term contract.
Ad spend at costBilled separately.
Direct accessWork with the founder, not an account manager.