About this event
A two-day interactive workshop designed for real estate sponsors, entrepreneurs, and fund managers who want to build scalable strategies for raising capital from individual investors at scale.
Tuesday, October 14: 12:00pm–1:30pm EDT
Wednesday, October 15: 12:00pm–1:30pm EDT
Both sessions will be recorded.
Over two 90-minute live sessions, you’ll learn how to design compliant retail fundraising vehicles, leverage digital marketing to attract investors, and build systems that scale beyond friends-and-family. You’ll walk away with frameworks, case studies, and actionable strategies to expand your capital base without losing focus on real estate execution.
Participants will receive pre-read materials, including sample offering structures, compliance checklists, and marketing frameworks, and gain post-course access to Circle, where we’ll share recorded videos, example investor funnels, and outreach templates.
You’ll learn how to:
- Structure retail offerings — understand Reg A, Reg D 506(c), crowdfunding portals, and syndication platforms.
- Build scalable investor funnels — apply digital marketing, content strategy, and CRM tools to generate a steady flow of prospects.
- Communicate with retail investors — craft messaging and educational content that builds trust and reduces friction.
- Design investor operations — set up systems for onboarding, KYC/AML, payment processing, and ongoing reporting.
- Protect compliance and reputation — avoid common mistakes that lead to SEC issues or investor dissatisfaction.
You’ll leave with a roadmap to raise capital from hundreds (or thousands) of individual investors — and the playbook to do it efficiently and legally.
The Workshop Will Cover:
The Retail Capital Landscape
- Reg A, Reg CF, Reg D 506(c) — how to choose the right structure
- Role of crowdfunding platforms vs. direct offerings
- Economics and control trade-offs
Marketing & Distribution at Scale
- Building a digital funnel: ads, content, and lead nurturing
- Using education to lower investor barriers
- Case studies of successful retail capital campaigns
Investor Operations & Compliance
- Best practices for investor onboarding and verification
- Setting up payment rails and reporting systems
- Common compliance pitfalls and how to avoid them
Case Studies in Action
- Scaling a rental housing platform through Reg A
- Using a 506(c) syndication to build a national investor base
- Crowdfunding campaigns that delivered repeat investors
Building a Retail Capital Brand
- How to communicate with hundreds of LPs at once
- Using newsletters, webinars, and social proof to deepen engagement
- Maintaining trust through transparency and consistency
Live Workshop: Design Your Investor Funnel
- Map your retail capital strategy (structure, audience, channels)
- Draft messaging for your investor landing page or webinar
- Get feedback on your funnel and capital raise plan
Format & Access:
- Two live sessions: Each 90 minutes, split across two days
- Pre-read materials: Offering templates, compliance guides, and funnel frameworks shared in advance
- Post-workshop access: Circle community with recorded sessions, sample materials, and marketing templates
Frequently Asked Questions
Will students receive a copy of the materials?
Yes, all students will receive a copy of the materials we use.
I can't make this time — will a recording be available?
Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.
