A two-day interactive workshop for real estate sponsors, entrepreneurs, and fund managers who want to build scalable strategies for raising capital from individual investors at scale.
Over two 90-minute live sessions, you'll learn how to design compliant retail fundraising vehicles, leverage digital marketing to attract investors, and build systems that scale beyond friends-and-family. You'll walk away with frameworks, case studies, and actionable strategies to expand your capital base without losing focus on real estate execution.
Participants receive pre-read materials, including sample offering structures, compliance checklists, and marketing frameworks, and gain post-course access to Circle, where we share recorded videos, example investor funnels, and outreach templates.
You'll learn how to
Structure retail offerings
Understand Reg A, Reg D 506(c), crowdfunding portals, and syndication platforms.
Build scalable investor funnels
Apply digital marketing, content strategy, and CRM tools to generate a steady flow of prospects.
Communicate with retail investors
Craft messaging and educational content that builds trust and reduces friction.
Design investor operations
Set up systems for onboarding, KYC/AML, payment processing, and ongoing reporting.
Protect compliance and reputation
Avoid common mistakes that lead to SEC issues or investor dissatisfaction.
You'll leave with a roadmap to raise capital from hundreds (or thousands) of individual investors — and the playbook to do it efficiently and legally.
The Workshop Will Cover
The Retail Capital Landscape
- Reg A, Reg CF, Reg D 506(c) — how to choose the right structure
- Role of crowdfunding platforms vs. direct offerings
- Economics and control trade-offs
Marketing & Distribution at Scale
- Building a digital funnel: ads, content, and lead nurturing
- Using education to lower investor barriers
- Case studies of successful retail capital campaigns
Investor Operations & Compliance
- Best practices for investor onboarding and verification
- Setting up payment rails and reporting systems
- Common compliance pitfalls and how to avoid them
Case Studies in Action
- Scaling a rental housing platform through Reg A
- Using a 506(c) syndication to build a national investor base
- Crowdfunding campaigns that delivered repeat investors
Building a Retail Capital Brand
- How to communicate with hundreds of LPs at once
- Using newsletters, webinars, and social proof to deepen engagement
- Maintaining trust through transparency and consistency
Live Workshop: Design Your Investor Funnel
- Map your retail capital strategy (structure, audience, channels)
- Draft messaging for your investor landing page or webinar
- Get feedback on your funnel and capital raise plan
Format & Access
Two live sessions
Each 90 minutes, split across two days.
Pre-read materials
Offering templates, compliance guides, and funnel frameworks shared in advance.
Post-workshop access
Circle community with recorded sessions, sample materials, and marketing templates.
Recorded
Can't make it live? All sessions are recorded and shared with everyone who registers.
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'll send a recording to everyone who signs up, whether or not you attend live.
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."
As featured in
Raising Retail Capital at Scale
Live on Tuesday, October 14, 12-1:30pm Eastern Time. $499.
Register for this workshopRecordings are sent to all registered attendees, whether or not you attend live.