How we work
We help Sponsors do what they need to do to efficiently raise debt and equity for commercial real estate projects, using modern technology to help fund their projects.
Our scope of work may include:
- Helping to identify and select projects for our Sponsors
- Preparing Financial Modeling and Pricing
- Site visits
- Architectural Plan Reviews
- Construction Cost reviews
- General Contractor recommendations
- Subcontractor recommendations
- Broker/Dealer recommendations
- Senior lender recommendations
- Co-Sponsor recommendations
- Developing Pitch Decks
- Underwriting and Stress Testing Projects
- Help Sponsors set up an “SPV” as the Issuer
- Help Sponsors develop terms for a Regulation D 506c Private Placement Memorandum
- Submit investment documents to Broker/Dealers for FINRA registration
- Developing Term Sheets
- Debt placement
- Negotiating Mortgage and Note Terms
- Selecting Portal Placements (if applicable)
- Posting and managing Portal placements
- Conducting due diligence
- Project Marketing/Branding
- Investor Targeting and Marketing
- Arrange due diligence and investor meetings
- Coordinating due diligence for others
- Fostering bank relationships and negotiating bank financing and term sheets
- Developing terms of Operating Agreements
- Developing Terms of (Investor/Developer) Construction Agreements
- Developing Terms of (Investor/Developer) Property Management Agreements
- Coordinating Closing
- Transaction Management and Coordination
- SPV Administration- Calculations and Reporting
What we do for investors: (watch video)
What we don’t do.
- Offer investment advice or recommendations
- Guarantee any particular investment outcome with Issuers
- We are not a registered investment portal, nor do we sell securities or perform investment banking activities
Disclaimer
This website is neither an offer to sell nor the solicitation of an offer to buy any security. Only a Private Offering Memorandum can make such an offer. Therefore, a copy of a Private Offering Memorandum must be made available to you in connection with any Offering. This advertising material must be read in conjunction with a Private Offering Memorandum in order for you to understand fully all of the implications and risks of an offering of securities to which it relates.