Capital Raise Support

Investor Materials That Close Capital

Pitch decks, case studies, and LP reports built by consultants who've been on both sides of the table—as investors evaluating deals and as operators building value.

Investors evaluate hundreds of deals. You have 30 seconds.

Most operators create pitch decks that focus on what they want to say rather than what investors need to see. The difference between a deck that gets a meeting and one that gets passed over isn't design—it's structure, clarity, and credibility.

What We Create

Pitch Decks

For equity raises, debt financing, or joint ventures. Structured to answer investor questions before they ask.

  • Investment thesis and opportunity summary
  • Market analysis and competitive positioning
  • Value creation plan with clear milestones
  • Risk factors and downside scenarios

Investor One-Pagers

The executive summary that gets forwarded. Clear, scannable, and designed for decision-makers.

  • Key metrics at a glance
  • Investment highlights
  • Portfolio or property summary
  • Clear next steps / CTA

Case Studies

Proof of execution. Show investors you've done this before with clear before/after outcomes.

  • Situation and challenge
  • Strategy and execution
  • Results with real numbers
  • Key takeaways and learnings

LP Reports

Keep your investors informed and confident. Professional quarterly and annual reporting.

  • Portfolio performance summary
  • Market updates and outlook
  • Value creation progress
  • Financial highlights and distributions

Why Work With Us

We understand investors because we are investors. We've been LPs since 2011, evaluating deals across multifamily, self-storage, mobile home parks, and industrial.

We know what makes investors say yes—and what makes them pass.

Engagement Options

How We Work Together

Project-based or ongoing support. No long-term contracts.

Project-Based

Investor Materials Sprint

1-2 week turnaround

$5K–$15K

one-time

  • Full pitch deck (15-25 slides)
  • Investor one-pager
  • 1 case study (optional)
  • 2 rounds of revisions

Best for: Preparing for a specific raise, refinancing, or exit

Ongoing

LP Reporting Retainer

Monthly support

$2K–$5K

per month

  • Quarterly LP reports
  • Ad-hoc investor materials
  • Deal memos and updates
  • Month-to-month, cancel anytime

Best for: PE-backed operators with ongoing investor communication needs

Let's discuss your capital raise or LP reporting needs.

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