The U.S. modular construction industry has struggled for decades without a large-scale institutional buyer. The Department of Defense may be changing that.
Most capital raisers have heard that AI can help with fundraising. Fewer have seen what it actually looks like in practice:
A targeted investor database built in an afternoon instead of a quarter
Personalized outreach sequences running across hundreds of LPs simultaneously
Pitch decks and investment memos drafted and stress-tested before a single meeting gets booked
The gap between "AI is useful" and "here's exactly how to set it up" is where most people stall. This workshop closes that gap.
Paul Stanton, Partner at PTB and Thesis Driven, will walk through the full AI-enabled capital raising stack, tool by tool, workflow by workflow.
Paul will build the infrastructure live in the session:
Constructing a Clay database for investor targeting
Creating a custom voice skill file so AI drafts in your tone
Automating outreach sequences
Generating fund marketing materials
Participants will watch each system get built, understand why it's structured the way it is, and leave with the frameworks to replicate it for their own raise.
Whether you're a sponsor running a $30 million co-GP raise or a placement agent managing a pipeline across dozens of LPs, the session is designed to plug directly into the fundraising infrastructure you already have and make it dramatically faster.
Building targeted investor databases with AI: How to use AI research and data aggregation tools to build, tag, and score investor lists across family offices, RIAs, pensions, and institutions, mapped by strategy, geography, check size, and portfolio fit.
Creating institutional-grade fund materials: How to draft investment memos, teasers, executive summaries, and market slides using AI copilots, then tailor messaging for institutional and private wealth audiences and stress-test materials for clarity and persuasiveness.
Automating outreach and follow-up campaigns: How to write high-performing investor emails, build automated follow-up sequences, segment contacts by behavior and engagement, and personalize communication at scale.
Running AI-powered investor events: How to use AI to script webinars, produce transcripts and post-event summaries, automate attendee follow-ups, and repurpose events into ongoing marketing content that keeps working after the Zoom ends.
Growing an investor audience through content: How to build institutional-grade thought leadership, scale LinkedIn and newsletter output, repurpose long-form content into short-form distribution, and create inbound investor pipelines using AI-enabled media workflows.
Reviewing term sheets and legal documents: How to use AI to review LPAs and operating agreements, compare competing investor term sheets, summarize waterfalls and promote structures, flag governance provisions, and benchmark JV and co-GP economics.
All participants will receive session recordings, tool guides, templates, and implementation frameworks, shared via our private Circle community.
This workshop is delivered over one live 2-hour session: Wednesday, May 27, 12:00–2:00 pm ET.
Brad is the founder and editor of Thesis Driven (www.thesisdriven.com), a publication covering innovation in the built world. Over the past decade he has co-founded General Assembly and Common which generated a combined $500M+ in enterprise value.
