Introducing CapitalStack by Thesis Driven

Raising capital for real estate projects is incredibly inefficient—especially if you’re seeking capital from the long tail (1000s) of family offices, RIAs and niche private equity real estate firms.

In the age of AI, getting matched with the right real estate investors should feel fast and seamless. But to make that a reality, you need more than ChatGPT. You need access to a unique dataset of these investors’ preferences – check sizes, asset classes, risk profiles, etc. – that isn’t neatly available online. It has to be built manually.

So 6 months ago, we started out on a journey to get that data–through meetings & phone calls–then tag it, organize it, and start building a data engine that can better connect private capital to real estate projects.

We’re calling it CapitalStack, and launching Version 1.0 today, which will include:

A searchable database of 2,000+ family offices, RIAs, PERE firms & hedge funds
Investor profiles with risk appetite, asset class interests and executive contacts
A Founding Member community (more on that below)
Matchmaking, a service that is launching in limited beta

Our goal with V1 is to learn and improve–on repeat. So we’re opening up subscriptions to a small cohort, providing access to the first 500 people to sign up as Founding Members, with first-mover pricing at $99/month and a private community. Then a waitlist will follow.

Get first access here

Why we’re building CapitalStack

Raising capital shouldn’t feel like sending cold emails into the void.

Yet for most real estate GPs–especially those not backed by a brand-name firm or fund–it does. You’re forced to build your own outreach list from scratch, guessing at which family offices, RIAs, or private equity firms might be a fit. You pay thousands (oftentimes $20,000 per year or more) for databases that feel like glorified phone books. And even if you do get a meeting, you often have no idea whether the investor is even active in your asset class, market, or deal size.

Meanwhile, there are thousands of investors actively looking for deal flow that matches their mandate. But there’s no efficient way for them to find it.

This isn’t just a GP problem. It’s an industry problem, and the problem we’re solving with CapitalStack.

We’re building a structured dataset of investor mandates–check sizes, risk profiles, asset class preferences, strategic focus–and making it searchable, sortable, and smart. In the future, when layered with LLMs and a clear interface, it becomes an intelligence engine that works for both sides of the market.

Version 1.0: Database + Matchmaking + Founding Community

At its core, V1 is a searchable database of 2,000+ real estate investors: family offices, RIAs, PERE firms, and hedge funds. Each profile includes investor type, strategies, asset class focus, geography, and executive contacts—so you can stop guessing who to reach out to and start targeting the right capital sources.

But the real unlock isn’t just the data. It’s the chance to help shape what comes next.

Founding Members get access to a closed, private community, where we’ll share weekly updates, behind-the-scenes videos, polls, and product ideas directly from the team. You’ll get a front-row seat to watch how CapitalStack evolves—and influence where it goes. This is a true “build in public” effort, but within a private community hosted on Circle (which also powers our Thesis Driven Courses’ communities).

We’re offering 500 Founding Members pricing at $99/month. Sign up

Near-term upgrades–Versions 1.1, 1.2, and beyond–will be guided by this community’s feedback. Expect them to include:

Investor news feeds and activity signals
Greater granularity around check sizes and sub-asset class mandates
The ability to follow investors and receive updates when new intel becomes available

We’re also launching Matchmaking, a limited beta where Founding Members can apply to be paired directly with investors based on their deal profile. This service is reserved for sponsors with strong track records and strategies that match current investor demand inside our network.

Learn more about Matchmaking (note you must be a paid CapitalStack subscriber to be eligible for Matchmaking services).

How we’re building it & the future of the product

At the core of this product is a simple truth: the only way to get accurate investor data is by talking to investors constantly. So we’re doing that every day.

For investors, CapitalStack is a smarter filter. They’re eager to tell us what they’re looking for (check sizes, asset class focus, risk appetite, etc.) because we’re not just logging their preferences. We’re helping them curate inbound deal flow from our subscribers that matches their mandate. And in return, we help them avoid being bombarded with irrelevant opportunities. Learn more about CapitalStack for Investors.

Behind the scenes, we’ve built a human research team dedicated to sourcing, verifying, and structuring this data. Every profile is manually tagged and reviewed. And every entry is approached through the lens of a capital markets professional–how they build lists, segment by fit, and prioritize outreach (i.e., it’s the tech we want to use ourselves).

Looking ahead, we’re actively exploring AI-powered interfaces to make finding the right investors even faster. While Version 1 is a database, the future will focus on a dynamic, conversational tool that helps you prep, pitch, and connect in real time.