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…
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…
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…
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…
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…
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…