A free live class for real estate syndicators and operators

Wednesday, October 28th 4:00 PM Eastern

Tired of Scrambling for Capital Every Time a New Deal Crosses Your Desk?

Discover the always-on investor pipeline system that funds your next real estate syndication before you even find the property.

In this class, you'll learn a simple four-part system for building warm, loyal investor relationships. It's the automated system you need to keep investor capital flowing year-round. You'll leave with the first draft of your own plan.

Date Wednesday, October 28, 2026
Time 4:00 PM EST
Where Live online

Where does your pipeline start?

For most sponsors, the work of finding investors starts after the deal is signed. Then everything happens at once. Sponsors who fill their raises start months earlier.

The scramble

The work starts at the deal. Everything happens at once.

The Oversubscribed Blueprint

Relationships are already warm before the deal shows up.

6 months beforeRelationships begin Deal is signedThe clock starts Closing dayThe money is due

The scramble isn't a money problem

"By the time you have a deal, it's already too late to start building trust."

Simone Henry

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Most sponsors treat raising money like an emergency. The deal gets signed. The clock starts. Then come the mass emails, the pitch decks, and calls to everyone they know.

Investors notice. When you meet someone and ask for money in the same conversation, it feels rushed. Even a strong sponsor can look like they're chasing.

Sponsors who fill their raises work another way. They build investor relationships early and keep them warm. By the time a deal shows up, the trust is already there.

The four stages of the Investor Relationship Playbook

Raising money doesn't have to be a scramble. These four stages work together all year long. You'll score yourself on each one during the class.

1

Attract

Get known before you need the money. Pick one place to show up. Share something useful for investors. Make it easy for the right people to find you between deals.

The shift: from chasing to teaching.

2

Convert

Teach before you talk. Share how you invest and what you've done before the call ever happens. Ask a few questions to see if they're a good fit. Then the call is about the deal, not the basics.

The shift: from selling to confirming.

3

Retain

Stay in touch between deals. Send updates on a set schedule. Keep track of who invested and what they care about. The second yes is easier than the first.

The shift: from reporting to relating.

4

Advocate

Ask for referrals on purpose. Invite happy investors to introduce you to people they trust. Give them something worth sharing. Save their kind words and use them.

The shift: from hoping to asking.

What you'll leave with

The Investor Relationship Playbook Map

A one-page map of how someone goes from stranger, to investor, to repeat investor and advocate.

Your weakest stage, named

One thing to fix first, instead of trying to build everything at once.

Built for sponsors who have already raised money

You've raised money for at least one deal.

Your investor contacts live in a CRM, a portal, spreadsheets, and your inbox.

You want a steady pipeline so you're not chasing checks at the end.

You're ready to trade random networking for a system you can count on.

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This isn't the right fit if

You're raising for your very first deal and don't have a track record yet.

You want a quick crowdfunding fix instead of real investor relationships.

You don't have the time or help to follow up once people say yes.

Build consistency without losing the personal touch

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Portrait of Simone Henry, Founder and Automation Architect

Your host, Simone Henry

Simone Henry is a marketing strategist, systems builder, and author. She helps business owners build systems that keep relationships moving when they can't be there.

She holds a degree in Information Sciences and Systems from Morgan State University, and she has more than ten years in marketing, technology, and automation. Her systems help businesses attract, teach, win, and keep the people who matter most.

Simone is not a syndicator, and she doesn't pretend to be. What she brings is the view of a systems strategist who understands what happens between the people who might fund your deal and the people who already have.

She built the Investor Relationship Playbook: Attract, Convert, Retain, Advocate. It's the investor relations system behind this class.

Questions sponsors ask

Will you be selling anything?

This is a teaching session first. You'll leave with a plan you can use, whether or not you ever work with Simone. At the end, she'll take a few minutes to explain her offer for sponsors who want help building their system. There's no pressure.

I already have an investor portal. Is this for me?

Yes. A portal holds your documents, reports, and payments. This class is about everything around it: how investors find you, learn about you, stay close, and send people your way.

My investor list isn't very big. Will this still help?

Yes. A longer list won't fix a process that isn't working. The plan starts with the people you already know.

I'm not technical. Can I still use this?

Yes. You'll map out the steps first. The tech comes later, once you know what each step needs to do.

Will there be a replay?

Yes. Coming live is the best way to score your business and ask questions, however the replay will be available forever with the purchase of a VIP ticket..

Build your pipeline before the next deal

Join us live on Wednesday, October 28, 2026. You'll see where your investor process breaks down, and you'll leave with a plan to fix it, before your next deal shows up.

Free live class for real estate syndicators and operators

Privacy Policy | Terms of Use | This class is for learning only. It is not legal, tax, or investment advice.

Relationship-first systems for real estate capital raisers who want the next raise to be a result of what they build now.

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