Capital campaign consultancy · Commercial real estate

AI changed how capital gets raised. You should not have to learn it.

We run investor-facing capital campaigns for real estate sponsors raising $5M and up. Every AI tool sits on our side of the line, operated by people. You decide by email or phone, the way you always have. Finished work comes back, and you own it outright: the offering site, the narrative, the research, the lists. No seats, no logins, and no subscription that switches your raise off when you stop paying.

Start a conversation Ask for a call

$5M+

Minimum target raise

Seats, logins, or tools to learn

100%

Of what we build, owned by you

The alternative

What the software route actually costs you.

Every other vendor in this category hands you a platform. That is the product. What arrives with it is a set of costs nobody puts on the invoice.

The seat tax

You pay per person, including the people who never log in.

The adoption problem

A tool your team will not learn is a tool you bought for nothing.

The hostage clause

Stop paying and the site goes dark, the sequences stop, and the data stays with them.

The wrong job

Your principals end up operating software instead of raising capital.

None of that exists here.

How it works

Everything sits on one side of a line.

Above the line is what you touch: email, phone, and finished work. Below the line is everything we operate on your behalf, including all of the AI. The software lives on our side permanently. If you or your team ever have to learn a tool, we have failed at the job.

Above the line · what you touch

EmailSend a request the way you already work

PhoneTalk it through when writing it down is slower

Finished workCounsel-ready drafts, live pages, reports

OwnershipEvery artifact we deliver is yours to keep and keep using

Below the line · what we run for you

Offering site build and operationStructured, gated where the exemption requires it

Prospect research and verificationLists built and cleaned before a single send

Campaign sequencesWritten, sent, measured, and tuned

AI drafting and research pipelineDeal narratives, comps, and materials at speed

Investor relations productionQuarterly LP reporting, drafted and assembled

InfrastructureHosting, tracking, deliverability, all invisible to you

This model is not specific to real estate. It is specific to firms that refuse to run software. If your work sits outside capital raising, ask.

Deliverables

Four things, done completely, and handed over.

Offering site

A complete deal site built around your offering: structure, narrative, financials presentation, and access controls that match your exemption. Gated for 506(b). Verification-ready for 506(c).

Investor campaign

A verified prospect list and a full outreach sequence, written in your voice and operated end to end. You see results and replies, not sending software.

Deal narrative

The story of the deal, written to institutional standard and backed by comparable transaction research. The document your best investor conversation already sounds like.

Investor relations

Ongoing LP communication and quarterly reporting, produced on schedule. Your investors hear from you consistently because the production burden is ours.

Engagement shape

What the first thirty days look like.

Week 1 · Intake

One call with a principal. We take the deal, the structure, the exemption, and the target. You send nothing you do not already have.

Week 2 · Architecture

Exemption drives the build. We come back with the site structure, the narrative outline, and the compliance approach for your counsel to look at.

Week 3 · Production

The offering site, the narrative, and the comparable research get built. You review drafts by email. Nobody on your team opens a tool.

Week 4 · Counsel and launch

Written approval from your securities counsel, then launch. The campaign begins operating on our side.

Case study · anonymized

An eight-figure LP raise for a California retail sponsor.

A California sponsor is raising eight figures of LP equity for an entertainment retail redevelopment. We delivered the complete offering site, the deal narrative, and the comparable transaction research that anchors the underwriting story.

The sponsor's team touched none of the machinery. Materials arrived finished, went through securities counsel, and launched.

Offering site Deal narrative Comparable transaction research

Client identity and deal details withheld under confidentiality. References available in qualified conversations with permission.

The compliance spine

Built to keep your raise clean.

Most marketing vendors treat securities law as someone else's problem. We treat it as the frame the whole engagement hangs on. These positions are non-negotiable, in your favor.

§1

No transaction-based compensation, ever.

We take no success fees, no revenue share, and no percentage of capital raised. That keeps the engagement clear of broker-dealer registration and finder issues under Exchange Act Section 15(a), and it means our advice is never bent by a commission.

§2

Solicitation rules shape the architecture.

A 506(b) raise does not get an ungated public deal page. A 506(c) raise gets third party accreditation verification wired in before launch. The exemption you chose determines what we build, not the other way around.

§3

Your counsel signs off before anything goes live.

Written approval from your securities counsel on every investor-facing asset is a standing term of the engagement, not a favor we do when asked.

§4

No AI answering your investors' questions.

An unsupervised Q&A bot on an offering page is a 10b-5 exposure machine. We constrain AI to the operator's side of the line: drafting, research, and production, with humans and counsel between it and any investor.

§5

Clean IP boundaries in every engagement letter.

You own your deal content, your contact lists, and your brand outright. We own the platform, sequences, prompts, and code that produce the work. Nobody's assets are hostage to the relationship.

Fit

This works when the raise is real.

A fit

Sponsors and real estate investment firms raising $5M or more
Principals who want the raise, and the AI behind it, off their desk entirely
Teams with securities counsel engaged, or ready to engage one
Repeat issuers who want a raise process that compounds
Operators who would rather own the asset than rent access to it

Not a fit

Anyone looking for a broker or placement agent
Raises under $5M, where the economics do not justify us
Buyers shopping for software, seats, or a login
Deals that want success-fee economics

Engagement terms

Priced like counsel, not like software.

We are priced against what a raise is worth, not against what software costs. A capital campaign that closes eight figures is not a $500 line item, and pretending otherwise attracts the wrong client. Here is the whole structure.

Build fee

Campaign build

A one-time build fee covers the offering site, narrative, research, and campaign architecture for your raise.

$12.5K to $25K / month

Operating retainer

Ongoing operation of the campaign and investor relations. Scope is set by your raise, not by feature tiers. Stop at any time and everything already built stays yours and stays running.

$300 / hour

Out of scope work

Hourly exists only as a bridge for work outside the engagement. It is never the destination.

There is no seat price and there never will be one. A serious raise deserves an operator, not a subscription. And because we take nothing on the transaction, the retainer is the entire economic relationship.

Who you work with

Senior people, not a platform.

Margit Tritt

Program Management & Business Development

Margit Tritt is a program management and business development executive with more than 30 years of experience driving strategic initiatives across high-technology industries, including cable television, multidimensional visualization, content delivery, AI data centers, security, and M&A. A U.S. Air Force veteran who served seven years on active duty, she holds a degree in Applied Mathematics and Computer Science and a Master's in Engineering Management from the University of Colorado.

Contact

One email or one call starts it.

Tell us about the deal and the target raise. Your first conversation is with a principal, not a sales team, and no one will ever hand you a login.

Email us about a raise Ask for a call

No forms and no calendar links. Write, or ask for a call and a principal phones you back.