Tools for both sides of the deal.
Calculators, checklists, reports and templates for accredited investors and real estate sponsors, organized by topic. All free.
Check a deal before you commit
LP Waterfall Calculator
Model preferred return, profit split and fees to see LP vs sponsor payouts.
Open the tool → Interactive ChecklistSponsor Due Diligence Checklist
20 checks across track record, alignment, debt, reporting and legal, with a score.
Open the tool → ReportPrivate Markets Outlook Report (Q4 2026)
10 charts on rates, credit, capital flows and energy, with LP takeaways.
Get it free → CalendarPassive Investor Tax Calendar (2027)
K-1, estimated tax, 1031 and OZ dates, downloadable to your calendar.
Get it free →By topic
Where accredited investor leads come from, what they cost, and how to run Meta and LinkedIn campaigns that produce booked calls. Guides in this category →
LP Pipeline Calculator
Work back from your raise target to the leads, calls and ad budget you need.
Open the tool → Interactive CalculatorAd Budget & Cost-per-Investor Calculator
Compare Meta vs LinkedIn on cost per booked call and per invested LP.
Open the tool →Turning opt-ins into booked calls: education sequences, newsletters, segmentation and re-engagement. Guides in this category →
7 Investor Nurture Email Templates
A 23-day, 7-email education sequence with subject lines and copy.
Get it free → TemplateInvestor FAQ & Objection Bank (26 questions)
26 common LP questions with answer frameworks, grouped by theme.
Get it free →Educational webinars and events that attract accredited investors and turn attendees into conversations. Guides in this category →
Investor Webinar Kit
Run-of-show, promo and reminder copy, follow-ups and a launch checklist.
Get it free → Interactive PlannerRaise Timeline Planner
Enter a close date and get dated milestones you can add to your calendar.
Open the tool →506(b) vs 506(c), verification, general solicitation, finders and disclosure: marketing that keeps your raise clean. Guides in this category →
506(b) vs 506(c) Path Finder
8 questions to see which exemption your plans lean toward, and what to ask counsel.
Open the tool → ChecklistOil & Gas Capital Raising Compliance Checklist
25 checks across claims, risk disclosure, channels and compensation.
Get it free →Response times, CRM stages, qualification, forecasting and reporting: capital raising as an operating function. Guides in this category →
LP Qualification Scorecard + Call Script
A 12-point rubric, tier actions, a 20-minute call script and CRM fields.
Get it free → TemplateWeekly LP Pipeline Scorecard
8 weekly metrics with definitions and a ready-to-import spreadsheet.
Get it free →Planning the raise before the deal: readiness, timelines, first raises, co-GPs and fund launches. Guides in this category →
Raise Readiness Scorecard
Score 10 readiness areas in 3 minutes and get your top three fixes.
Open the tool → Interactive PlannerRaise Timeline Planner
Enter a close date and get dated milestones you can add to your calendar.
Open the tool →Positioning, thought leadership and lead magnets that make accredited investors trust you before the first call. Guides in this category →
Investor FAQ & Objection Bank (26 questions)
26 common LP questions with answer frameworks, grouped by theme.
Get it free → Templates7 Investor Nurture Email Templates
A 23-day, 7-email education sequence with subject lines and copy.
Get it free →Raising from accredited investors for oil and gas programs: education, timing, compliance and price volatility. Guides in this category →
Oil & Gas Capital Raising Compliance Checklist
25 checks across claims, risk disclosure, channels and compensation.
Get it free → Interactive PlannerRaise Timeline Planner
Enter a close date and get dated milestones you can add to your calendar.
Open the tool →