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'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…
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…
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,…
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…
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…