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 followThe 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…
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…
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…
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'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…
$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…
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…