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AI in Real Estate Capital Raising
AI is reshaping how sponsors and capital teams source investors, build materials, and close capital. Join us for a live 2-hour workshop to learn how to put it to work.
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Tuesday, July 28, 2026
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12:00 PM – 2:00 PM EDT (2 hours)
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Paul Stanton · Thesis Driven
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Live on Zoom · Interactive Q&A Included
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About the Workshop
How AI Is Rewiring Investor Sourcing, Marketing & Deal Execution
Capital raising has always relied on relationships and manual processes, from static investor lists to fragmented systems spread across spreadsheets and CRMs. AI is quietly changing that reality, one workflow at a time.
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. We'll show you exactly how to plug AI tools and best practices into your existing fundraising infrastructure to target institutional capital, private wealth channels, and strategic JV or co-GP partnerships more effectively.
You'll leave with applied workflows, a curated tool stack, and implementation frameworks you can put to work immediately. No engineering background required.
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You'll Learn How To
Six Takeaways from the Session
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Build highly targeted investor lists
Use AI research and data aggregation tools to source LPs and enrich and operationalize your internal investor databases.
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Create decks, teasers, and investment narratives
Draft marketing materials with AI copilots and tailor messaging to institutional and retail audiences.
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Automate investor outreach and follow-ups
Segment investors by behavior, personalize communication at scale, and run nurture campaigns that don't go stale.
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Run webinars and digital investor events
Use AI production infrastructure for scripts, landing pages, transcripts, and automated post-event follow-ups.
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Grow a qualified investor audience
Build inbound investor pipelines through AI-driven media, thought leadership, and content distribution.
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Evaluate term sheets, JV structures, and legal agreements
Use AI review tools to compare terms, summarize waterfalls, and flag governance and control provisions.
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Workshop Curriculum
What the Session Covers
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AI in Investor Sourcing & Database Creation
Aggregating LP data across family offices, RIAs, pensions, and institutions · Tagging investors by strategy, geography, and check size · Predictive scoring based on engagement probability · Mapping portfolio gaps where your strategy fits
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AI in Marketing Decks & Fund Materials
Drafting investment memos, teasers, and executive summaries · Generating market slides and competitive landscapes · Translating underwriting models into visual storytelling · Tailoring messaging to institutional vs. retail audiences
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AI in Outreach & Email Campaign Automation
Writing high-performing outreach emails · Automating follow-up sequences · Segmenting investors by behavior and engagement · Personalizing communication at scale · Tracking campaign performance
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AI in Webinars & Virtual Investor Events
Writing webinar scripts and presentation flows · Creating registration and landing pages · Producing transcripts and post-event summaries · Repurposing events into evergreen marketing content
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AI in Social Media & Investor Audience Growth
Identifying where your target LP audience lives online · Creating institutional-grade thought leadership · Scaling LinkedIn and newsletter content · Building inbound investor pipelines
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AI in Data Rooms, Term Sheets & Legal Review
Reviewing LPAs and operating agreements · Comparing competing investor term sheets · Summarizing waterfalls and promote structures · Flagging governance provisions · Benchmarking JV and Co-GP economics
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What's Included
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Live 2-hour interactive session |
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Expert instruction from Paul Stanton of Thesis Driven |
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Curated AI tool stack, templates, and implementation frameworks |
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Live Q&A with the instructor |
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Session recording, materials, and tool guides for ongoing reference |
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Register Now
Secure Your Spot
Tuesday, July 28, 2026 · 12:00 – 2:00 PM EDT · $299 per ticket
Questions? Reach us at [email protected]
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