Real estate investment
A private industrial REIT, Western Canada
Client identity anonymized pending approval. Numbers reported as governed by the engagement.
The stakes
A private REIT raising eight figures from accredited investors, with a pipeline that ran on referrals and a CEO whose calendar was the bottleneck. Every week without investor flow is a week of acquisitions the fund cannot make. The raise has a closing date. The infrastructure did not exist.
The plan
Named. Dated.
A number on it.
Capital Raise Engine: a named Growth Plan governing investor acquisition end to end. Targeted reach to accredited investors, a property tour funnel that books itself, and nurture sequences that move a cold prospect to a subscribed investor without the CEO chasing.
The system built
- Paid Digital Acquisition. LinkedIn and Meta targeted at accredited investors by geography and profile
- Property tour funnel. Booking, reminders, and follow-up automated end to end
- Attribution Intelligence. Marketing spend tied to subscribed capital, not form fills
- The AI Operating System. Database mining, sales process automation, reputation engine
From the engagement
Dashboards and plan excerpts shown to qualified prospects on the deep dive.
Results to date