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What is a Marketer’s Role in a Capital Raise? (And What It’s Not)
Is the role of a marketer in a capital raise to close deals? No. Your marketer's job is to drive and nurture leads.
Rob Giles
Oct 15


When Should GPs Hire Investor Relations Support?
All GPs hit a crossroads: keep grinding and risk bottlenecking your growth, or bring in the right help at the right time. This article is about knowing when you've reached that point and how to recognize it before you burn out, miss opportunities, or stall your raise.
Joe Guidi
Sep 19


The Equal Opportunity for All Investors Act: Impact on Capital Raising
The Equal Opportunity for All Investors Act introduces a knowledge-based pathway to accredited status. For real estate syndication and fund GPs, the implications extend far beyond regulatory compliance.
Joe Guidi
Sep 18


Lead Quality vs. Funnel Performance: Are You Blaming the Wrong Variable?
When a capital raise stalls, most GPs blame lead quality. However, lead quality usually isn't the problem; it's cracks in the sales funnel and your IR processes.
Joe Guidi
Sep 8


What High-Performing Investor Relations Associates Do Differently in Discovery Calls
Better prospect conversations start with better discovery. And better discovery starts with shared understanding.
Joe Guidi
Aug 27


How Aligned Language Drives Capital Raising Performance
The way your team describes its pipeline, reports progress, and interprets investor behavior drives the actions they take next, or fail to take. When team members use the same words with different meanings, confusion spreads, and culture suffers. It results in inaccurate forecasts, dropped follow-ups, wasted energy, and deals that stall for no clear reason.
Joe Guidi
Aug 20


Mapping the Investor Journey to Strengthen Your Capital Raising
Accredited investors are no longer impressed by exclusivity or access. They’re overwhelmed with opportunities and more skeptical than ever. Trust isn’t given, it’s earned. And earning it requires more than flashy decks and webinars.
Joe Guidi
Jul 24


How Benchmarks and Performance Metrics Strengthen Capital Raises
Most General Partners don't distinguish between marketing and investor relations when evaluating team performance. They treat lead...
Joe Guidi
Jun 18


The Systems Behind Best-in-Class Capital Raising
Most GPs don't realize it, but the moment their warm network dries up, their entire capital-raising machine grinds to a halt. Not because there's a lack of investor interest but because they've never treated capital raising like what it actually is: a sales process.
Joe Guidi
Jun 13


3 Ways to Build Trust with Your Investors
In a world full of hype and half-truths, real trust isn’t earned through promises. It’s built through presence, clarity, and...
Joe Guidi
Dec 3, 2024


Scaling Your Real Estate Investment Firm: The Power of a High-Performance Investor Relations
In the competitive landscape of real estate investment, building a high-performance Investor Relations team is crucial to building a...
Rob Giles
Nov 19, 2024


Navigating the New Landscape of Retail Capital Raising—Building a Rigorous Sales Process for Success
The past decade has been a golden era for private real estate investing. The surge in syndications and alternative investment models,...
Joe Guidi
Nov 13, 2024


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