For most of my career, capital raising for real estate deals came down to one thing: who you knew. You built your investor network over years — cultivating relationships, working the conference circuit, calling in well-timed favors. The sponsors and brokers with the best Rolodexes won while everyone else competed for the scraps.
It's all changing.
Over the past six months, I've rebuilt how I raise capital from the ground up — not because I wanted to, but because I couldn't ignore what I was seeing. AI is giving me capabilities I simply didn't have before:
Investor databases built in days, not months — and designed for personalization
Outreach at a scale that would have required a team 5X my size
LP targeting that finds the right capital for a deal (not just the capital I happen to know)
And I'm not talking about using ChatGPT to clean up an email.
I'm referring to building agentic workflows that can research, source, draft, segment, and execute across the entire capital-raising lifecycle. The kind of infrastructure that, until recently, only the largest platforms could afford to build.
That shift is here. And the gap between those who understand it and those who don't is already widening.
Designed for sponsors, bankers, capital advisors, and investor relations professionals who want to understand exactly how AI is reshaping the mechanics of raising institutional capital.
No coding, theory, or vendor pitches. Just the applied workflows, tool stack, and frameworks we're using — and that you can plug directly into your existing fundraising infrastructure.
What We'll Cover
Investor Sourcing & Database Creation. How to build highly targeted investor lists using AI research and data aggregation — spanning family offices, RIAs, pensions, and institutions — segmented by strategy, geography, check size, and engagement probability. The kind of database that used to take months to build manually.
Marketing Decks & Fund Materials. Using AI to draft investment memos, teasers, and executive summaries. Generating market slides and competitive landscapes. Translating underwriting into visual storytelling. Stress-testing your materials for clarity and persuasiveness before they ever hit an investor's inbox.
Outreach & Email Campaign Automation. Writing high-performing outreach sequences. Automating follow-ups. Segmenting investors by behavior and engagement. Personalizing communication at scale — without losing the feel of a personal touch.
Webinars & Virtual Investor Events. Building the digital fundraising infrastructure that institutional capital increasingly expects — from scripts and registration pages to post-event follow-ups and evergreen content repurposing.
Social Media & Investor Audience Growth. How to build an inbound investor pipeline through AI-enabled thought leadership. Where your target LP audience actually lives online — and how to reach them systematically.
Data Rooms, Term Sheets & Legal Review. Using AI to review limited partnership agreements (LPAs), compare competing term sheets, summarize waterfall structures, and flag governance provisions. Faster execution, fewer surprises late in the process.
Who This Is For
Real estate sponsors, fund managers, investment bankers, placement agents, capital advisors, and IR professionals.
If you raise capital — or support those who do — this session will change how you think about what's possible.
Format & Access
Live, instructor-led — Tuesday, March 31 | 12:00-2:00 PM EDT
Step-by-step workflow demonstrations
Real case studies across institutional and private wealth channels
Curated AI tool stack recommendations
Templates and implementation frameworks
Recording and materials shared with all participants
The investors who will win the next decade aren't necessarily the ones with the best relationships.
They're the ones who combine great relationships with a machine that never stops working.
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.
