A two-day interactive workshop designed for PropTech founders, executives, and board members navigating recapitalizations, strategic partnerships, and M&A processes.
Over two 90-minute live sessions, you’ll learn how to map the full buyer universe, position your company with strength, and run a competitive process that creates real optionality. You’ll leave with frameworks, checklists, and case studies that help you avoid costly mistakes — and maximize your leverage when it matters most.
Kamrin is a versatile Community & Product Manager and former Chief of Staff with a knack for strategy, communications, branding, and partnerships. She builds early-stage startups at the intersection of people, technology, education, and community. Her work has been featured at SXSW, TED, TechCrunch Disrupt, and Summit Series, and in Quartz, Vox, and the LA Times.
Over the past decade he has co-founded General Assembly, a pioneer in education and career transformation specializing in today’s most on-demand skills, as well as Common, a multifamily operating company focused on innovative housing typologies like coliving.
Paul is also a partner at PTB, a real estate investment banking boutique, and focuses on the intersection of capital markets, media, and alternative real estate. He has funded over $1B of real estate projects and platforms, and acquired and asset-managed over 8 million square feet of office, industrial, and multifamily assets in the US.
You’ll learn how to
Map your buyer universe
Understand the differences between strategic and financial buyers, and how each evaluates value.
Play offense with a hybrid approach
Frame your raise to maximize valuation while leaving the door open for opportunistic M&A.
Craft marketing materials that win
Design decks and data rooms that build investor confidence (and avoid common mistakes).
Decide on bankers
Know when to hire one, what good bankers actually do, and how to negotiate their fees.
Run a competitive process
Structure outreach, build competitive tension, and know when to pivot, delay, or reframe.
The Workshop Will Cover
The Buyer Landscape
- Mapping strategic vs. financial buyers
- Understanding motivations, timelines, and valuation drivers
- Creating a balanced target list to drive competition
Framing the Narrative
- How to position your company as raising capital, not selling
- Language that builds leverage vs. language that kills deals
- Keeping board and investor messaging aligned
Marketing Materials & Data Room Discipline
- What belongs in an investor-ready deck
- Red flags that get decks torn apart
- Data room best practices to accelerate diligence
The Banker Question
- When you don’t need one — and when you do
- What good bankers actually do in a process
- Fee structures, negotiation tips, and red flags
Running a Competitive Process
- Stages: outreach → NDAs → management meetings → IOIs → LOIs
- Engineering competitive tension between buyers
- Knowing when to pause, pivot, or delay
Case Studies & Pro Tips
- How top founders created optionality and premium valuations
- Lessons from stalled processes — and how to recover
- Insider tips to stay in control at every step
Format & access
One live session
Held live on Zoom, with time for questions throughout.
Recorded for everyone
The full recording is sent to every registrant, whether or not you attend live.
Slides & materials
Participants receive the workshop slides, case studies, and implementation tools.
Private Circle community
Post-workshop access to Circle, with recordings, resources, and the Thesis Driven community.
Hear from our alumni
"Brad and Paul opened my eyes to how real estate deals get put together, where incentives lie, and how we might create business cases for proptech and climate tech. Great stuff!"
"A perfect introduction to the most important real estate concepts, distilled down in the perfect way to absorb and retain. Paul and Brad clearly thought a lot about how to actually educate, not just data-dump the group."
"Excellent course that guides you through a fictional case study with detailed explanation of every single step for all personas at every stage of a real estate deal. I highly recommend enrolling."
"Huge thank you for an amazing five weeks. The 'Selling into Real Estate Owners' course content is a goldmine for anyone building or selling in PropTech, and the weekly cohort discussions are a rare chance to learn directly from peers."
"A collection of engaging and collaborative sessions on how to launch and structure a venture into real estate. Paul and Brad put on a great class with an even better collection of participants."
Frequently Asked Questions
Will students receive a copy of the materials?
Yes, all students will receive a copy of the materials we use.
I can't make this time — will a recording be available?
Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.
As featured in
M&A for PropTech Execs
Live on Tuesday, September 23, 12-1:30pm Eastern Time. $499.
Register for this workshopRecordings are sent to all registered attendees, whether or not you attend live.