Investor relations services for syndicators manage the investor-facing side of syndications and funds: communicating with limited partners, producing reports and updates, handling investor onboarding and documentation, maintaining investor portals, and nurturing the relationships that keep...
Log in to followI've been logging my time to the quarter hour since I picked up the second client, and the log is telling me something I don't want to hear. Client A: 90 LPs across two apartment…
$1.1M call on a 2021 bridge deal. Rate cap expires in five months and the money is the extension quote plus a reserve top-up the lender wants sized. 42 LPs. The operating agreemen…
I've got a list of maybe 30 sponsors in two markets and I'm trying to work out which half to actually call. First-time sponsors: they have nothing. No template, no portal, no sche…
Running numbers on my own portfolio made me curious how sponsors justify this line item, because for a lot of them the answer seems to be that they can't yet. Setup: sponsor with…
Nine deals, 240 LP positions, 170 unique households after I dedupe the joint accounts and the two people who invested through both an IRA and a trust. Two quotes on the table. An…
We closed a 14-unit value-add last month. $1.9m purchase, $640k of LP money from eight people, renovation running unit by unit as they turn. My partner handles the money side, I c…
Onboarding for a raise I'm helping on, and the welcome email drafts split two ways. One says "our investor relations team" and signs from the fund. The other names the outside fir…