A two-hour interactive workshop designed for real estate GPs, capital raisers, investor relations professionals, and fund managers who want to build and deploy an AI agent that runs your capital raising operation, from investor research and outreach to content creation and LP communications.
This workshop is split into two halves:
First, you’ll learn how to build an AI agent from scratch using Claude and Anthropic’s toolset, giving it a brain, memory, skills, email access, and API connections to the software you already use.
Then, you’ll watch that agent execute a full capital raising campaign through a live case study, from cold investor research to personalized outreach to content creation.
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 →Part One: How to Build an AI Capital Markets Agent (approx. 60 min)
This is the technical foundation. We’ll build a fully functional AI agent live, piece by piece, using Claude and Anthropic’s toolset, and explain what each layer does and why it matters.
The Brain: System Instructions & Custom Prompts
Every agent starts with instructions that define how it thinks. We’ll write the system prompt for a capital markets agent from scratch, telling it who it is, what it knows about real estate capital raising, how to reason about investor-deal fit, and what tone to use. The quality of these instructions is the single biggest lever on agent performance.
The Memory: Local Files & Fund Documents
An agent without context is just a generic chatbot. We’ll load your agent with your fund’s thesis, track record, deal memos, and prior investor communications, using Claude Projects and uploaded files, so it operates with deep knowledge of your strategy, portfolio, and voice.
The Skills: Task-Specific Prompt Templates
Skills files are reusable instructions that teach your agent specific capital markets tasks: researching an investor, scoring mandate fit, drafting a 3-email sequence, writing a newsletter, preparing a pre-meeting briefing. We’ll build several live.
The Communication Layer: Email, Slack & Messaging
An agent that can only talk inside a chat window has limited utility. We’ll connect Claude to email (via MCP servers), Slack, and messaging tools, so your agent can draft and stage outreach in your actual inbox and surface alerts in your team channels.
The Toolbelt: API Connections to Key Software
This is where the agent becomes powerful. We’ll connect Claude to Clay for enrichment, Google Drive for documents, your CRM for pipeline, and web search for market intelligence, using MCP servers and API integrations.
Putting It All Together: The Agent Architecture
We’ll step back and look at the complete system, brain + memory + skills + communication + tools, how these layers interact, and the difference between a copilot, a teammate, and an autonomous agent.
Part Two: Deploying the Agent — A Live Capital Raising Case Study (approx. 60 min)
Now we put the agent to work. We’ll run a complete capital raising scenario using a sample case study, a GP raising a $50M fund, and show the agent executing each phase of the campaign in real time.
Setting the Stage: Meet the GP & the Raise
We’ll introduce our case study GP: her fund strategy, track record, target investor profile, timeline, and constraints, mirroring the conditions most emerging sponsors face: limited headcount, no placement agent, a 6-month window, and a need to punch above her weight.
Live Demo 1: Investor Research & List Building
Watch the agent build a structured investor universe, pulling firm profiles, identifying the right contact, surfacing recent fund closings and mandate signals, scoring each prospect for deal fit, and producing an enriched, prioritized target list in minutes.
Live Demo 2: Personalized Outreach at Scale
Watch the agent generate hyper-personalized email sequences for each target, grounded in each investor’s specific mandate, recent activity, and connection to the deal thesis, then flow the drafts into email tools ready to review and send.
Live Demo 3: Content Creation & Thought Leadership
Watch the agent build the media engine: a white paper outline, a first draft, a newsletter edition, and a week of LinkedIn post concepts, all flowing from a single authoritative document.
Live Demo 4: Meeting Prep & Investor Relations
Watch the agent produce a custom pre-call briefing (portfolio, recent statements, likely objections, talking points), then a personalized post-meeting follow-up, with the same capability extending to quarterly LP updates.
The Scorecard: Old Playbook vs. New Playbook
We’ll compare results, time, cost, reply rates, meetings, and pipeline, between the traditional approach (3+ months, $30K+, 2% reply rate) and the AI-powered approach (~$500/month, 3 weeks to launch, 15-20% reply rates).
What this workshop won’t cover
- Not financial advice. We’re teaching capital raising mechanics and AI workflows, not where to invest LP capital.
- Not legal guidance. Every jurisdiction and fund structure has nuances, consult a securities lawyer before implementing outreach.
- Not capital raising strategy. We won’t cover how to target family offices vs. PERE vs. HNWIs, but how to use AI to power whichever strategy you choose.
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
Two 60-minute halves on Zoom, with time for questions throughout.
Hands-on demonstration
Both halves include live agent-building and deployment using Claude. Participants are encouraged to follow along in their own Claude account (Claude Pro or Team recommended).
A recording for everyone
Recordings are sent to all registered attendees, whether or not you attend live.
Slides & materials
Participants receive the workshop slides and all session resources.
Private Circle community
Post-workshop access to Circle, with recordings, resources, and the Thesis Driven community.
Frequently asked questions
Will participants receive a copy of the materials?
Yes. All registered participants will receive an invitation to join our private Circle community. Recordings, slides, agent templates, skills files, and setup guides will be uploaded within one week of the workshop ending.
I can't make this time, will a recording be available?
Yes. All registered participants receive access to the recording and materials via Circle, even if they cannot attend live.
Do I need a Claude account to participate?
A Claude Pro or Team account is recommended to follow along in real time, but not required. All system instructions, skills files, and setup documentation will be shared via Circle so you can build the agent at your own pace after the workshop.
What if I'm already using AI tools for capital raising?
This workshop is designed for both beginners and intermediate users. Part 1 covers agent architecture from first principles; Part 2 demonstrates deployment against a real scenario. Even experienced AI users consistently discover new techniques in the live build and case study demos.
As featured in
Building Your AI Capital Markets Agent
Live on Friday, June 26, 12-2pm Eastern Daylight Time. $299.
Register for this workshopRecordings are sent to all registered attendees, whether or not you attend live.