A weekly series on the AI tools and workflows reshaping real estate capital raising — starting with how to build an investor database in hours, not weeks.
Most real estate operators raise capital the way they always have: through friends, family, and a small circle of trusted LPs. It works… until it doesn’t. Growth stalls, and scaling starts to feel impossible without a massive institutional partner.
Meanwhile, groups like Origin Investments now manage over 4,000 individual LPs, using digital platforms & content strategies to reach millions of investors, streamline investor onboarding, and handle compliance, communication, and reporting–all while keeping a high-touch, institutional feel.
The technologies and channels now exist for any GP to raise retail capital at scale, but most lack the experience and frameworks to build the engine. They don’t know how to connect the legal, marketing, and operational pieces that make scale possible.
That’s why we’re hosting Raising Retail Capital at Scale: a two-day live workshop on October 14 & 15 designed to teach sponsors how to build the digital infrastructure, workflows, and compliance backbone needed to unlock scalable retail capital from individual investors, RIAs and small family offices.
What This Workshop Is (and Isn’t)
Most sponsors don’t need more theory – they need a playbook they can actually use.
This workshop is built for operators who want to do the work: over two 90-minute sessions, you’ll learn the tools, frameworks, and examples to start executing immediately.
We’ll break down:
The legal & structural options (Reg A, 506(c), crowdfunding, hybrids)
How to create investor funnels & marketing paths for retail capital
Messaging & education strategies to lower friction & build trust
Systems & ops: onboarding, KYC/AML, payments, reporting
Note: if you can’t attend live, you’ll still receive the full workshop recordings, slides, and exercises.
Who Should Join
This is for the sponsors ready to professionalize how they raise money — not just fill a round.
It’s designed for:
Real estate GPs looking to diversify into retail capital
Operators ready to build a repeatable fundraising engine
Fund managers seeking to blend institutional and individual investors
Capital markets professionals looking to expand their networks into the longer tails of HNWIs, RIAs and smaller family offices
If your biggest challenge isn’t finding good deals but building the infrastructure to raise capital at scale, this will help you close that gap.
Why We’re Doing This
Because too many good sponsors hit a ceiling. They’re great operators, but raising capital still feels ad-hoc–dependent on introductions, luck, or market cycles.
We’ve spent years helping groups merge capital markets, marketing, and compliance into integrated fundraising systems. And we’ve seen what happens when you get it right: deals close faster, investor relationships deepen, and fundraising stops feeling like a scramble.
This workshop distills those lessons into a practical, two-day sprint so you can build your own engine and not borrow someone else’s.
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Seats are limited to keep it interactive.
If you’re interested in scaling your retail capital raising capabilities and ready to meet investors where they already are, reserve your spot here.
Paul Stanton is a Partner at PTB, a boutique investment bank focused on joint ventures, capital raising, and M&A transactions. Paul is a Teacher and Writer at Thesis Driven, developing and growing next-gen real estate & proptech concepts.
