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 followSponsor had 140 LP entities and every quarter the distribution run produced returned ACH payments. Q1 was 16 failures out of 141 payments, so 11%. Each failure cost roughly 25 min…
We took on a sponsor client in July whose entire investor record lives in spreadsheets plus a shared drive. 340 unique LPs, 11 deal entities, three of them from 2018 and 2019 vint…
The PPM I'm working through names fund administration as a fund level expense and then names an investor portal separately in the same paragraph. The sponsor's cover letter says i…
A sponsor with two apartment deals and roughly 60 LPs floated about $2,500 a month for me to handle investor relations. When I asked what that means in hours he said quarterly upd…
A sponsor I've co-invested with twice asked me to take over the investor-facing side of his book. Two apartment deals plus a storage facility, about $14m of LP equity, 180 investo…
I run the construction side of a small group that's put together two deals, and I've been handed the job of "getting our investor stuff off email." We have 31 LPs total. One vendo…
Bought a 12-unit in a small metro in 2022. Five investors, all people I know personally, $310,000 total in, and I've paid quarterly since the second quarter of 2023. Nothing huge,…
Nine LPs, $610,000 raised, small building. For the first three quarters I sent an email that said things are going well and here is your distribution amount. That was it, maybe fi…
I'm closing a small deal with 11 investors, mostly people who know me. Somebody who does IR work for two sponsors offered to take over quarterly updates for a monthly fee, and I c…
Small rural sponsor, 31 LP entities, five properties in towns under 8,000 people. Their entire investor communication was one letter mailed every January. I offered to run the rep…
Working through this with a sponsor now and we can't agree, so I want to see where the room lands. Situation shape: a property loses a chunk of occupancy in the second month of a…
First real private deal I did. $75,000 into a value-add multifamily fund in 2021, 216 units across two properties in a sunbelt secondary market. What sold me was the investor rela…
I manage 140 units for a sponsor who has four syndications, and he asked if my team would take over the quarterly investor updates and answering LP emails. He'd pay a flat monthly…
I do the construction reporting for a sponsor's LP letters. Photos, budget against contract, schedule slippage, that section of the update. Up to now I write it, he pastes it in,…
Draft services agreement in front of me for taking over investor relations for a sponsor with about $40M across four funds. Two clauses I'm stuck on. The fee is 15 bps of assets u…
I'm $75k into a $12m entitlement fund, 41 LPs, three parcels on the edge of a growing secondary market. The plan was rezoning and a sale to builders, five to seven year hold, no c…
The sponsor I contract for had 88 LP entities across three deals and no reporting cadence at all. Updates went out when something happened, which averaged one every five months, a…
I've been reading two sponsors' updates side by side while I work out what I'd be signing up to owe investors on a first deal. One sends about 300 words every month. Most months a…
Sponsor runs one closed fund at about $14M of committed equity, 96 LPs, and is drafting a second. He wants to hand off all the investor-facing work: quarterly reports, portal upke…
A friend syndicated a small apartment deal, 22 LPs, and asked me to handle the investor emails for $600 a month. I said yes over coffee. Nothing in writing about what I was and wa…