The Situation
The brief.
A Denver multifamily sponsor had a $2M friends-and-family raise to launch in three weeks. The IC memo existed. The underwriting existed. The photos existed. What was missing was the disciplined workflow that turns raw inputs into a converting investor page without rebuilding from scratch every time.
The sponsor needed a live, schema-driven offering page, a polished IC memo on letterhead, and an investor outreach kit — all under a 506(b) gate.
The Work
What we shipped.
- Built the schema-driven page on the sponsor's letterhead with a 506(b) access gate.
- Distilled the IC memo into page-ready highlights without sanitizing the risks.
- Designed and shipped an investor data room with access codes.
- Wrote a 5-email investor outreach sequence and helped segment the investor list.
- Delivered the workflow as a reusable system so the sponsor's next raise ships in days.
The Outcome
The result.
$2M committed in 21 days. The sponsor now runs Capistrano's schema-driven page system on every subsequent raise. The marginal cost of deal #2 dropped to roughly 10% of deal #1.