A one-day interactive workshop designed for sponsors, bankers, capital advisors, and investor relations professionals who want to understand how artificial intelligence is reshaping the mechanics of capital raising, and learn to operate with the speed, precision, and scale that modern fundraising demands.
In a single 120-minute live session, you’ll gain a clear, practical understanding of how AI is transforming investor sourcing, marketing workflows, outreach, and transaction execution. Historically, capital raising relied heavily on relationships and manual processes, from static investor lists to fragmented systems across spreadsheets and CRMs, but AI now enables sponsors and capital teams to build databases, automate communication, and refine materials in a fraction of the time.
This workshop shows you exactly how to plug AI tools and best practices into your existing fundraising infrastructure so you can target institutional capital, private wealth channels, and strategic JV or co-GP partnerships more effectively.
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.
Contact the host →You’ll learn how to
- Build highly targeted investor lists using AI research and data aggregation tools
- Create marketing decks, teasers, and investment narratives with AI copilots
- Automate investor outreach, follow-ups, and nurture campaigns
- Run webinars and digital investor events using AI production infrastructure
- Grow a qualified investor audience through AI-driven media and thought leadership
- Enrich and operationalize your internal LP databases
- Evaluate term sheets, JV structures, and legal agreements using AI review tools
What the workshop covers
AI in Investor Sourcing & Database Creation
How AI is transforming investor origination:
- Aggregating LP data across family offices, RIAs, pensions, and institutions
- Scraping and structuring investor data from public and private sources
- Tagging investors by strategy, geography, and check size
- Predictive scoring based on engagement probability
- Mapping portfolio gaps where your strategy fits
AI in Marketing Decks & Fund Materials
Using AI to build institutional-grade investor collateral:
- Drafting investment memos, teasers, and executive summaries
- Generating market slides, charts, and competitive landscapes
- Translating underwriting models into visual storytelling
- Tailoring messaging to institutional vs. retail audiences
- Stress-testing clarity and persuasiveness of materials
AI in Outreach & Email Campaign Automation
Scaling investor engagement systematically:
- Writing high-performing outreach emails
- Automating follow-up sequences
- Segmenting investors by behavior and engagement
- Personalizing communication at scale
- Tracking campaign performance metrics
AI in Webinars & Virtual Investor Events
Building digital fundraising infrastructure:
- Writing webinar scripts and presentation flows
- Creating registration and landing pages
- Producing transcripts and post-event summaries
- Automating investor follow-ups
- Repurposing events into evergreen marketing content
AI in Social Media & Investor Audience Growth
Expanding investor reach through AI-enabled media:
- Identifying where your target LP audience lives online
- Creating institutional-grade thought leadership
- Scaling LinkedIn and newsletter content
- Repurposing long-form content into short-form distribution
- Building inbound investor pipelines
AI in Data Rooms, Term Sheets & Legal Review
Supporting transaction execution and structuring:
- Reviewing LPAs and operating agreements
- Comparing competing investor term sheets
- Summarizing waterfalls and promote structures
- Flagging governance and control provisions
- Benchmarking JV and Co-GP economics
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."
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.
Frequently asked questions
Who is this workshop for?
Real estate sponsors, fund managers, investment bankers, placement agents, capital advisors, and investor relations professionals.
Is this technical?
No coding or engineering background is required. The workshop focuses on applied workflows, not software development.
Will specific tools be covered?
Yes. We walk through a curated AI stack spanning research, CRM enrichment, marketing creation, outreach automation, and document review.
Does this cover institutional and retail capital raising?
Yes. We break out AI workflows for institutional fundraising, private wealth channels, and JV / Co-GP partnerships.
Will there be case studies?
Yes, both real-world examples and illustrative fundraising scenarios.
As featured in
AI in Capital Raising
Live on Tuesday, July 28, 12-2pm Eastern Time. $299.
Register for this workshopRecordings are sent to all registered attendees, whether or not you attend live.