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 followWe 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…
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…
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,…
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…
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…
I'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…
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…