Market & find partners

How to present a deal to investors and raise capital

Organize a supportable opportunity and give interested investors the right information.

The outcome

Prepare a reviewed investor presentation with clear assumptions, risks, documents, and follow-up.

Before you start

  • Complete the deal analysis and financing plan.
  • Obtain appropriate advice about offering terms, investor eligibility, and solicitation rules.

The workflow

Work through it

6 steps
  1. 01

    Validate the underlying deal

    Review the property, acquisition assumptions, renovation budget, financing, projected operations or exit, and downside scenarios. An attractive presentation cannot replace supportable numbers.

  2. 02

    Define what capital is needed for

    Describe the intended use of funds, timing, proposed structure, and assumptions. Keep projected returns separate from guaranteed obligations, and resolve legal or financial questions with qualified professionals.

  3. 03

    Prepare the raise record

    Open Raises and work through the information required for the proposed opportunity. Review all entered terms and documents before using sharing or publishing controls.

    Open Raises
  4. 04

    Organize suitable investor contacts

    Use Investors to keep the relevant contacts and follow-up information organized. Assess which people may legally receive the material; a contact being in your database does not make them an eligible investor.

    Open Investors
  5. 05

    Share a consistent, reviewed presentation

    Use the available shared reports or investor-facing links for the opportunity. Check what a recipient can actually access and avoid including private notes or unrelated account information.

    Open Shared reports
  6. 06

    Document questions and next steps

    Keep track of investor questions, document requests, and agreed follow-ups. Use the appropriate documents and investor workflows for later steps; expressions of interest are not the same as executed commitments or received funds.

Worked example

A presentation grounded in assumptions

An investor receives the acquisition plan, repair scope, capital needs, a projected timeline, and an explanation of major risks. The follow-up focuses on their questions rather than claiming that a forecast return is assured.