You get five to ten deals a day. You have the track record and the operator edge. The constraint is hands-off individual capital at scale. You need 30 to 40 accredited investors who fund deal by deal and never need a sales call. That is a distribution problem, and it is the one we solve.
Your funnel is strong. Brokers route you deals daily, your team underwrites them fast, and you have the St. Louis Sonesta and others ready to syndicate. You can raise private equity money but you do not want controlling checks. What you need is individual accredited investors funding deals directly, $25K and up, the $100K YPO-profile check being the sweet spot, ideally subscribing on the platform without a single call.
These are the models you named. They are marketplaces and sponsors raising from individuals at scale. You are the operator with the track record and the assets, which is the credibility they spend millions to manufacture.
Not "investors" in the abstract. Six concrete audiences, each with a different signal and a different channel. We send you a populated ICP card first, you confirm it is directionally right, then we build the list.
The flywheel starts with whoever has already invested with you, indexes on who actually replies, and expands from there. Here is how each segment becomes a conversation or a subscription.
No CRM yet is fine. We start from the investors you have closed (the YPO doctors and CEOs writing $100K checks), build the lookalike off that profile, and let the data tell us who to double down on as replies come in.
The sole objective of every touch is to book the meeting or drive a subscribe on your platform. When the meeting books, it transfers into your world and your team closes.
Loosely affiliated with Balance Cash, never your primary domain. 15 sends per day per domain, two-week warmup, full deliverability monitoring. This is why your own email stopped landing.
You, your asset-management VP, COO Rick, and Jackie. We pay for it. Multichannel touches on the executives and exit profiles who actually use LinkedIn.
A reply comes in, you get a contextually-aware draft, your primary email auto-CC'd. Edit, send, book. Under five minutes beats every competitor.
We take the first pass at messaging. Distressed-pricing thesis, the $1.3B track record, the returns. It has to be your voice. That is where we win or lose.
Real AICRO campaigns in capital markets and multifamily, our first client signed twelve months ago. The same signal-led, operator-voiced motion is what we point at your investor universe.
Real AICRO clients, most of them in real estate and capital markets. The same team and the same engine we are proposing for your raise.
Capitalize and Johnson Capital are the same campaigns behind the reply-rate numbers above. The proof and the voice are the same engagements.
We send a ready-to-review investor profile. You confirm it is directionally right before we build a single list.
A B2B and a B2C send, the way we ran Pacaso, to learn which audience and angle actually converts your raise.
The subscribe page and deal collateral are where the raise is won. We are deep in AI and can build alongside you, so the website and the warmup come live together.
Full campaign rundowns every two weeks, daily communication, calculated trial and error on geography, persona, and angle until we hit the sweet spot.
The sequence: stand up the website and warm the email domains in parallel so they go live together. We will not point investors at the OTR site in its current form. As the platform finishes, the infrastructure warms, and the two collide at launch.
Run this by your partners. We collect your LinkedIn seats (you, the asset-management VP, Rick, Jackie), send the ICP card for your sign-off, and stand up the infrastructure while the platform comes together. Reply and we book the kickoff.
Start the POC