Live workshop Wednesday, October 7, 2026
A free live class for real estate syndicators and operators
Stop starting every raise at zero
Most sponsors don't have a money problem. They have a timing problem. The work of finding investors starts the day the deal is signed. That's too late.
In this class, you'll learn a simple four-part system for building investor relationships before you need the money. You'll leave with the first draft of your own plan.
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.
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
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
Your first-draft plan
A one-page map of how someone goes from stranger, to investor, to repeat investor.
Your weakest stage, named
One thing to fix first, instead of trying to build everything at once.
A clear picture of your pipeline
See where investors come from now, and where your process breaks down.
Your trust checklist
The proof investors look for before they say yes, in one simple list.
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.
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
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. Everyone who signs up gets the replay for 48 hours after the class. Coming live is still the best way to score your business and ask questions.
Save your seat
Free to attend.
Build your pipeline before the next deal
Join us live on Wednesday, October 7, 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