RaiseReady™ Real Estate Capital Stack Service

Fill Your Investor Relations Pipeline with Accredited Investors in 60 Days

If you are raising USD 10 million or more and you are done with circular intros, soft “maybe later” replies, and mystery mandates, this is for you. RaiseReady™ is Financely Group’s end‑to‑end service that builds a steady flow of qualified, accredited investors for commercial real estate sponsors, then supports you through commitments, documents, and closing. No noise. No games. Just meetings that convert.

The Problem We Fix

Friends‑and‑family tops out. LinkedIn turns into a loop. Warm intros stall in “circle back next quarter.” Meanwhile maturity walls and capex draw schedules do not care. Sponsors need a repeatable way to meet investors with capital to deploy today—not after six polite coffees.

What RaiseReady™ Delivers

• Full Deal Advisory – We tune your message, rebuild the model if needed, shape terms, and prepare a clean data room. Everything ties back to evidence. Lenders and investors see the work and move faster.
• Direct Investor Access – We run targeted campaigns and direct outreach to verified accredited investors, family offices, private wealth teams, and allocator groups. No mandate flipping. No “friend of a friend” mysteries.
• Investor Concierge – Every lead is called fast. We vet accreditation, ticket size, and timing, then book meetings only with prospects ready to talk numbers.
• Sales Enablement – Talk tracks, call flow, and objection handling honed on real closings. You walk into the meeting with a plan, not a hunch.
• Call Reviews & Feedback – We review the conversations, track where momentum drops, and plug the gaps. Each week your hit rate improves.
• Ongoing Content & Follow‑Through – High‑signal updates that keep you top of mind and nudge fence‑sitters across the line—without spamming them.

Who It’s For

• Sponsors raising USD 10 m to USD 100 m per program or deal (larger on request).
• Asset focus: multifamily, industrial, logistics, select office repositioning, hospitality, renewable‑linked real assets, development with permits/GMP in hand.
• Stage: post‑revenue or stabilized assets; audited financials; clear governance and reporting muscle.
• Geography: OECD and select emerging markets with enforceable security and predictable tax treatment.

How We Work

1) Fit Call

Fifteen minutes. We pressure‑test the raise, ticket sizes, and timeline. If it will not fly, we will say so—politely but directly.

2) Mandate & Retainer

Engagement letter signed, retainer paid, KYC cleared. You get a timeline, a checklist, and a named deal team.

3) Build the Engine

We craft the positioning, rebuild or tighten the model, create the teaser and long‑form, and stand up the data room. We also prep your investor FAQ and risk notes so you are not improvising under pressure.

4) Launch & Qualify

Targeted campaigns go live. Our Investor Concierge phones every prospect within minutes, vets them, and books time straight into your calendar.

5) Convert & Close

We sit in on key calls, sharpen terms, and push documents. You keep control; we keep the process from drifting.

6) Scale

Winners become repeat investors. We build a community around your platform so capital shows up quicker on the next raise.

Why Sponsors Choose Financely

• Capital markets DNA – We live in models, covenants, waterfalls, and term sheets. We are not a media agency dabbling in finance.
• Proof, not promises – Numbers on the page tie to bank statements, leases, and third‑party reports. That wins trust and trims spreads.
• Speed with control – Fast response on leads, tight version control on documents, and a cadence that keeps momentum up without blowing through diligence.
• Single team, end to end – The people who tune your message also face investors with you. No hand‑offs. No lost context.

Offer & Fees

• Minimum deal size: USD 10 m
• Retainer: USD 25 k – 100 k (non‑refundable; covers advisory, engine build, and campaign setup)
• Success fee: 1 % – 2 % on funds committed and received
• Extras: legal drafting, valuation, and extra analytics billed at cost where needed

What We Will Not Do

• Guarantee capital. No one credible can.
• Touch shell entities, crypto‑backed collateral, or unverifiable assets.
• Work with weak governance or missing financials.
• Run “spray and pray” ads that burn your brand.

Results You Can Expect

• Warm calendars with investors who meet minimum ticket size and timeline.
• Cleaner diligence with fewer rewrites and last‑minute document hunts.
• Shorter cycles from first call to wire.
• Better repeat rates as investors see tight reporting and responsive management.

RaiseReady™ is a service of Financely Group. We provide advisory and investor‑acquisition support; we are not a deposit‑taking bank and we do not guarantee capital. All engagements require executed terms, KYC, sanctions screening, and a retainer. Metrics shown reflect aggregated past projects and are not a promise of future results. Capital raising is subject to market conditions, investor approval, and completed documentation. Misrepresentation or withheld information ends the engagement and may trigger AML/CTF reporting.