REAL ESTATE FUNDRAISING · COLD EMAIL PLAYBOOK

Cold emails that book the meeting

A 5-page framework on writing the cold emails that family offices, RIAs, and institutional LPs actually open.
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5 pages from Paul Stanton at Thesis Driven. 9 principles, an annotated example, and 6 anti-patterns to avoid.
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Key Takeaways

9 principles for cold emails that book meetings

The framework behind subject lines that earn the click, openers that prove theory of mind, and closes that read confident, not anxious.

An annotated real cold email

A real cold email that booked a meeting with a family office, broken down line by line. Every sentence maps to a principle.

6 anti-patterns to cut

The "20% IRR" template. The 1-hour first invite. The "Looking forward to your response." sign-off. Why each one gets deleted in two seconds, and what to write instead.

The 10-20 minute research stack

LinkedIn, the firm's mandate page, Google News, Reddit, Yelp. The 5 sources Paul Stanton uses to turn a stranger into a one-of-one cold email in 15 minutes.