Fundraising Investor Pitchbook
Consultants with demonstrated fundraising experience build draft PPMs, in collaboration with your attorney.
Private Placement Memorandum
A report summarizing one independent, licensed real estate broker’s opinion of the impact of key performance indicators on the fair market cap rate for a specific property. Samples available upon request.
Capital Sourcing Strategy
A report summarizing an optimal plan for phased capital sourcing based on the client's track record, team structure, pipeline and unique value proposition. Completed by an experienced capital markets professional; can include an optional implementation phase after satisfactory completion of the strategy report.
Custom Investor Relations Support
Customized solutions can incorporate everything from back office through success-based support. Some examples include advisory roles, former investment bankers and more.