Investor Relations Operations: Run IR Like an Operating Function
Response-time standards, pipeline stages, ownership and reporting for IR teams at real estate sponsors.
Read →Free template for sponsors
One scorecard. Five minutes a week.
The eight numbers leadership should review every week, with definitions, targets and a ready-to-import spreadsheet.
What's inside
Get instant access
- 8 metrics with clear definitions
- Spreadsheet (CSV) with formulas for 12 weeks
- Opens in Google Sheets or Excel
- Suggested targets
- Review agenda for a 5-minute meeting
- Printable version
Your template
Weekly LP Pipeline Scorecard
| Metric | Definition | This week | Last week | Target |
|---|---|---|---|---|
| New leads | Leads created this week | |||
| Qualified (tier A/B) | Leads meeting rubric | |||
| Calls booked | Intro calls scheduled | |||
| Show rate | Calls held ÷ calls booked | |||
| Soft commits | Indicated interest in next opportunity | |||
| Weighted pipeline | Σ expected check × stage probability | |||
| Cost per booked call | Ad spend ÷ calls booked | |||
| Median response time | Qualified inquiries, business hours |
Suggested targets
- Show rate: above 70%
- Median response time for qualified inquiries: under 60 minutes
- Weighted pipeline: 1.5x–2x remaining raise
- Every lead has an owner and a dated next step
5-minute review agenda
- What moved? Compare this week to last week.
- Where is the leak? Find the biggest drop between stages.
- What will we change this week? One action, one owner.
More in IR operations & pipeline
Related guides and tools
Lead Routing and Speed to Lead for Investor Inquiries
Routing rules, response standards and automation for sponsors who lose good prospects in shared inboxes.
Read →
Capital Raise Pipeline Forecasting: Predict Your Raise Before It Starts
A weighted-pipeline method that tells sponsors how much capital is realistically in reach, and where the gap is.
Read →
Want us to build and run this for you?
See if a fractional investor acquisition team fits your next raise.
Explore services →